When you swipe your WorkMade card—or connect a business or personal card—we go beyond the merchant name.
Here’s what we use to figure out what counts as a write-off:
The gigs you told us about during onboarding
Your location and industry-specific tax rules
Platform data (Upwork, Stripe, Uber, etc.)
The merchant category, timing, and amount
Your past behavior and tagging patterns
AI prompts and real-time confirmation if it’s unclear
What happens behind the scenes:
We log the transaction in your Activity Feed
We check it against common write-offs for your job(s)
If it qualifies, we tag it as deductible and update your taxes
If not, we mark it as personal—or prompt you to confirm
If it’s from a linked external card, you’ll see it in the Linked tab and can tag it with one tap.
This isn’t guesswork. It’s intelligent, accurate classification designed to save you money.