Revenue (Month)
$0
Month to date
Visits (Month)
0
Outstanding
$0
Total Clients
0
Expenses (Month)
$0
Net Profit (Month)
$0
Low Stock Items
0
need reorder
Recent Visits
| Client | Procedure | Payment | Amount |
|---|
Revenue — Last 6 Months
Top Procedures
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| Client | Phone | DOB | Skin Type | Last Visit | Total Spent | Status |
|---|
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| Date | Client | Procedures | Provider | Payment | Amount | Status | Notes |
|---|
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| # | Client | Date | Services | Payment | Amount | Tax | Status |
|---|
Stock & Items
Material Categories
Vendors
Reorder Log
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Total SKUs
0
Low Stock
0
Inventory Value
$0
Expiring (30d)
0
All Expenses
Rent & Utilities
Payroll
Client-Linked
Revenue (Month)
$0
Expenses (Month)
$0
Net Profit
$0
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| Date | Description | Category | Tax Line | Vendor | Payment | Amount | Client |
|---|
📋 Tax Summary — California Med Spa (The Skin Method)
Expenses auto-sorted into IRS Schedule C & California deduction categories. Consult your CPA before filing.
IRS Schedule C Lines
California-Specific Rules
🏠 Rent & Utilities — Line 20 & 25
Commercial lease + electricity, water, internet, gas fully deductible. LA City business tax also deductible.
💉 Injectables & Clinical Supplies — COGS
Botox, fillers, needles, numbing cream = COGS or Line 22. Track lot numbers for compliance & audit readiness.
🔬 Equipment — Section 179 / Bonus Depreciation
Lasers, HydraFacial devices, treatment chairs: 100% bonus depreciation restored 2025 (One Big Beautiful Bill). Full write-off year of purchase.
💰 CA Sales Tax
Med spa services: generally exempt. Retail product sales taxable ~10.25% (LA County). Track retail vs service revenue separately.
📊 QBI Deduction (Pass-Through)
Up to 20% of QBI if taxable income below $241,950 (single)/$483,900 (MFJ) 2025. Med spas = SSTBs — phases out above threshold.
🏛 SALT Cap Lifted (2025+)
State & local tax deduction no longer capped at $10k. Fully deductible now — major CA benefit.
📚 Education & CME
Injector training, aesthetics certifications, conferences (AmSpa, IMCAS): 100% deductible. Travel + lodging + 50% meals when primary purpose is business.
Expense Breakdown by Tax Category (YTD)
| Category | Schedule C Line | This Month | YTD | Deductible % | Notes |
|---|
Revenue by Payment Method
Revenue by Procedure
Monthly P&L Summary
| Month | Visits | Revenue | COGS | Gross Profit | Operating Exp | Net Profit | Margin |
|---|
Expenses by Category
Top Clients by Revenue
| Client | Visits | Revenue |
|---|
Procedure Library
Providers & Staff
Service Pricing
Changes apply immediately to new visits
Total Services
0
Avg Service Price
$0
Avg Margin
0%
All Services & Prices
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| Procedure | Category | Duration | COGS | Price | Margin | Status | Quick-Edit Price |
|---|
Price History Log
| Date | Procedure | Old Price | New Price | Changed By |
|---|
No price changes recorded yet.