- Say it once. If only part of a bill is for your business, like your phone or internet, set the business share yourself, note what backs it up, and tick "Always use this". New charges from that merchant count at your share. DeductSam never picks the number. - Your tax forms, read with you. In Year-End, upload a W-2, 1040, 1098-T, 1095-A or Form 8582, pick the tax year, and confirm each line before anything is kept. Long forms have a Keep all button once you've seen every line. Other documents can be read on request: you see what's printed, and it never fills anything in. - A bigger household review. Your personal workspace now checks 15 positions, including IRA and HSA contributions, student loan interest, education credits, the child tax credit, and health insurance you pay for yourself. Answers you gave before carry over, marked "from before" until you confirm them. Answering is free; full results are part of Pro. - Positions nobody has looked at yet. Under the checks in Opportunities, every position DeductSam covers is listed as looked at, asked and not answered, or not looked at. Not looked at is never a no. Open any one to answer just its questions. - Counts, not percentages. Receipts show as a count, like "12 of 15", on Home, Tax Health and Year-End, and your profit margin is shown in dollars. - Rentals: appliances, carpet and furniture now depreciate over 5 years (IRS Pub. 527), not the building's 27.5. Assets you already recorded stay as they are until you choose. Assets is part of Pro. - Refunds, both ways. Refund a client through Stripe and it comes off that invoice's income. Each Pro charge, wherever you subscribed, is logged as an expense in your first business or rental workspace, and a refunded charge drops to what you actually paid. - Sam runs on a newer AI model, and on the free plan a message Sam couldn't answer no longer counts toward your 10 a month.