User Management
View, search, and manage PatraX user accounts.
Active users
| Name | Joined | Status |
|---|
Cancelled users
| Name | Cancelled | Reason | Comment |
|---|
Delete account
Permanently removes all user data. This cannot be undone.
Tax Reference & To Do
Schedule C lines that require manual user entry — no bank transaction backing. To Do tracks open build tasks.
| PatraX Category | Sch C Line | Why Manual | Source Document | What PatraX supports now |
|---|---|---|---|---|
| mortgage_int | 16a | Bank shows full payment — only interest is deductible | Form 1098 (lender) | Partial Add manual transaction + scan Form 1098 as receipt photo. Amount entered by user; app categorizes and applies rental-days % for Airbnb/VRBO. |
vehicle_loan_intbiz_loan_int |
16b | Same — interest portion only, from year-end statement | Year-end interest statement | Partial Add manual transaction + scan the lender's year-end statement as receipt. User types the interest amount from the statement. |
| sep_ira | 19 / Sch 1 L16 | Brokerage transfer — not a deductible card charge | Brokerage statement | Partial Add manual transaction with contribution amount. No receipt required, but user can scan brokerage confirmation for records. |
| health_ins | Sch 1 L17 | Must confirm it's health premium; goes on Schedule 1, not Sch C | Insurance carrier statement | Auto if card If the premium is a recurring card charge, Plaid detects it as a transaction — user just assigns the health_ins category. If paid via payroll deduction, add manual transaction + scan insurance statement as receipt. |
| hsa | Sch 1 L13 | Requires Form 8889; contributions often direct transfer | Form 5498-SA | Partial Add manual transaction with contribution amount. User can scan Form 5498-SA as receipt for documentation. App tracks the category; Form 8889 still needed at tax time. |
| startup_costs | 27a / Part V | Sec. 195 election — $5k yr-1, rest amortized 180 months | Own launch expense records | Partial Individual launch expenses often show as card transactions — user assigns startup_costs category. Scan any non-card receipts. Amortization schedule must be done externally; PatraX sums the total only. |
| bad_debts | 27a / Part V | Accrual basis only — rare for gig workers on cash basis | Client invoices + proof | Not supported PatraX is cash-basis only. Bad debt deductions require accrual accounting. Edge case — not worth building for current user base. |
| home_office (sq ft) | 30 | Both simplified & actual methods need user to enter sq ft | Lease / floor plan | Full Settings → Tax → Home Office: user enters office sq ft (and total home sq ft for actual method). App auto-calculates the deduction — $5 × sq ft for simplified, or the % of rent/utilities transactions for actual. |
| Inventory (Part III) | 33–42 | Beginning & ending inventory not tracked in app | Own records / Seller Central | Not supported Purchases show as cogs transactions. Inventory counts (beginning, ending, shrinkage) are outside PatraX — user must track in Seller Central, a spreadsheet, or InventoryLab. |
| Vehicle info (Part IV) | 43–47 | IRS attestation questions answered on tax return | PatraX mileage log as evidence | Full Miles tab: user logs every trip (date, description, miles). App totals business miles — this log is the IRS-required written evidence for Part IV Line 47b. Yes/no attestation questions are answered on the return itself. |
To Do
0 open
Roadmap
0 open
Notes
Platforms not yet covered
Tutor.com, Wyzant, Chegg Tutors, Clipboard Health, NurseFly, Mechanical Turk, Prolific, Swagbucks, SpotHero
Deferred / dismissed
dismissed1099-K is local-only (not in DB) — resets naturally as income resets each January
dismissedSupabase free tier = 1 GB storage; upgrade to Pro ($25/mo) at ~50 active users
deferredPlaid Link white background is a native SDK limit — WebView workaround deferred
deferredSMS OTP deferred (Twilio not free); phone saves with format-check only
Resources & Dashboards
Quick links to policy documents, external platforms, and developer tools.
Policy & Legal
Information Security PolicyPDF · v1.1
Privacy Policypatrax.app/privacy.html
Terms of Servicepatrax.app/tos.html
DSAR FormData subject access requests
Schedule C ReferenceAll lines — auto vs manual map
Public Deductions PageUser-facing deductions guide
Tech Design DocArchitecture & integrations
ChangelogBuild history & changes
GitHub RepositorySource code