2026-08-20 · 1 min read

A short guide to what you can claim

We have seen it go both ways across years of returns. The one habit worth keeping: do not leave it to year-end. We get asked this a lot, so here is the short version. In short: small habits keep the year-end quiet.

We hear this often, so here is the short version. In short: a little order now saves a lot later. We get asked this a lot, so this is how it works. If you take one thing from this: do not leave it to year-end.

The one habit worth keeping: record it as it happens. We have watched this play out across many clients. The one habit worth keeping: do not leave it to year-end.