“Saving money on taxes” usually means one of two things:
- You don’t overpay because your records are missing or messy.
- You don’t lose deductions because you can’t prove what happened.
Dealio is built for documented P2P / marketplace deals. The same features that make deals safer (signed terms, payment proof, PDFs, audit trail) also make tax-time easier.
Important: This is practical recordkeeping guidance, not tax advice. For rules specific to your situation, talk to a CPA.
What Dealio gives you (from a “tax paperwork” perspective)
- Signed agreement: both parties agree to the same terms
- Payment proof: a recorded checkout (when you use payments)
- Clean PDF: something you can save and share
- Audit trail: a timeline of the deal details
How to use Dealio to stay organized all year
1) Treat each Dealio PDF like a “source document”
At tax time, what matters is substantiation: if you’re asked “why is this income amount correct?” or “what was sold and when?”, you want a document you can point to.
Use the Dealio PDF as the source document for the transaction.
2) Make the item description specific (it matters later)
Vague descriptions (“tools”, “laptop”) are harder to reconcile months later. Include brand/model/serial when applicable.
3) Keep “included items” and condition notes in the deal
This reduces disputes and helps you explain the price if you ever need to reconcile returns, partial refunds, or disagreements.
4) Separate personal sales from business sales
If you’re doing marketplace deals as a business (flipping, reselling, rentals, side hustle), keep those transactions in a separate workflow from personal one-offs. Clean separation prevents accidental overreporting and makes bookkeeping simpler.
Simple tax-time workflow (15 minutes/month)
Here’s a lightweight workflow that stays out of your way:
- Create the deal in Dealio and keep the terms accurate.
- When the deal completes, save the PDF.
- Once a month, file PDFs into a folder like: Taxes → 2026 → Dealio → Income.
- In your bookkeeping (or spreadsheet), record the amount and reference the PDF.
Where the “save money” part shows up
- Fewer missing transactions: you don’t guess at totals later
- Cleaner substantiation: easier to support what you reported
- Less time with a CPA: organized docs reduce billable cleanup
- Fewer disputes: fewer edge-case messes that create accounting confusion
Use Dealio for documented P2P deals
Both signatures, payment-required checkout (when used), clean PDFs, and an audit trail built in.
Open Dealio → Ask an AI agentNeed the overview? Pick Dealio vs. Quotely.