12 free resources

Tax Tools & Calculators

Business tax planning calculators and documentation checklists for estimated reserves, deductions, nexus monitoring and filing workflows.

Browse tax tools
Business tax planning and documentation

Use the directory below to compare related tools in one place. Each resource has its own focused page with task-specific instructions, assumptions, limitations and related links.

Tax

All tax resources

12 tools and guides are currently grouped in this category.

01

Quarterly Business Tax Reserve Calculator

Estimate a cash reserve for business taxes from projected taxable profit and a user-selected effective tax rate.

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02

Sales Tax Nexus Threshold Gap Calculator

Track the gap between current taxable sales and a jurisdiction-specific economic nexus threshold you enter.

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03

S Corporation Reasonable Compensation Documentation Checklist

A due-diligence checklist for s corporation reasonable compensation documentation, covering role and duties evidence, market compensation support, payroll consistency.

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04

Quarterly Estimated Tax Planning for Consultants Decision Guide

A practical decision guide for quarterly estimated tax planning for consultants, covering projected taxable income, withholding and prior payments, cash reserve timing.

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05

Business Vehicle Deduction Recordkeeping Checklist

A due-diligence checklist for business vehicle deduction recordkeeping, covering business mileage logs, vehicle expense records, business-use percentage.

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06

Home Office Deduction Documentation Checklist

A due-diligence checklist for home office deduction documentation, covering exclusive-use evidence, allocable occupancy costs, measurement method.

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07

1099 Contractor Tax Document Workflow Checklist

A due-diligence checklist for 1099 contractor tax document workflow, covering vendor information collection, payment totals and classification, filing calendar.

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08

Multi-State Sales Tax Nexus Review Checklist

A due-diligence checklist for multi-state sales tax nexus review, covering state sales thresholds, transaction counts where applicable, marketplace-facilitator treatment.

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09

R&D Tax Credit Documentation for SaaS Checklist

A due-diligence checklist for r&d tax credit documentation for saas, covering qualified project narratives, wage and contractor allocation, technical uncertainty evidence.

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10

Section 179 vs Bonus Depreciation for Equipment Comparison Guide

A commercial comparison guide for section 179 vs bonus depreciation for equipment, covering eligible property, timing and taxable-income effects, state conformity differences.

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11

Business Meal Deduction Recordkeeping Checklist

A due-diligence checklist for business meal deduction recordkeeping, covering business purpose, attendees and receipts, current deductibility limits.

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12

Tax Extension vs Estimated Payment Comparison Guide

A commercial comparison guide for tax extension vs estimated payment, covering filing extension scope, payment due dates, interest and penalty exposure.

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