The Corporate Tax Templates

Computer monitor displaying a detailed net operating loss tracking schedule on a white desk with a plant, mug, and framed photo nearby.

The Corporate NOL Tracker

Never Lose Track of a Carryover.

Price: $37.00

Pre-2018? Post-2017? Don't let tax law changes confuse your tracking. Tax reform changed the rules for Net Operating Losses. Some expire, some don't. Some are limited to 80% of taxable income, some are 100%. This tracker maintains a permanent record of every NOL generated, utilized, and remaining.

What It Does:

  • Federal & State: Separate tabs for Federal and State tracking.

  • Expiration Logic: Clearly identifies which losses are "Indefinite" vs. those with expiration dates.

  • Utilization History: Tracks exactly which year a loss was used.

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Computer screen displaying a spreadsheet titled 'S Corporation Shareholder Stock Basis - Data Inputs', with sections for client information, stock basis details, and ordering rule changes; desk with notepad, pen, keyboard, mouse, and a disposable coffee cup, against a light green wall.

The S Corporation Basis Engine

Bulletproof Form 7203 Support.

Price: $97.00

S Corp basis is more than just "Income minus Distributions." Miscalculating a shareholder’s basis often results in permanently lost deductions. This engine handles the complex Ordering Rules of Reg. § 1.1367-1, automatically tracks Debt Basis Restoration, and calculates Allowable Loss Limitations.

What It Does:

  • Debt Basis Logic: Automatically tracks when net increases restore debt basis before stock basis.

  • Loss Limitation: Correctly prorates allowable losses between Ordinary, Rental, and Capital categories.

  • The "Pro" Toggle: Includes the election to "Take Losses Before Nondeductibles" (Reg. § 1.1367-1(g))—a powerful planning tool.

  • Auto-Documentation: Generates the required election statement text for the tax return.

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Computer monitor displaying a business analysis document on a white desk, with a plant on the right and a framed picture on the left.

The Reasonable Compensation Matrix

The S Corp Wage Defender (Reasonable Compensation Matrix)

Price: $67.00

Stop Guessing. Start Defending. Generate IRS-Proof "Board Minutes" for your S Corp clients in under 10 minutes.

The Problem: "Reasonable Compensation" is the #1 audit trigger for S Corporations. If you are still using a "Rule of Thumb" (like a 50/50 split) or just guessing a number based on what the client "feels" like paying, you are leaving them wide open to penalties. The IRS requires a methodology, not a guess.

The Solution: The S Corp Wage Defender is not just a calculator; it is a compliance engine. It uses the court-tested "Many Hats" Approach to build a defensible, data-backed salary calculation.

Best of all? It automatically generates the Board of Directors Resolution you need to sign and save in the permanent file.

What’s Inside:

  • The "Many Hats" Allocator: Break down the owner's role into specific duties (CEO, Sales, Admin, Labor) to calculate a weighted average wage that reflects reality.

  • Guided Research Dashboard: Built-in links to Bureau of Labor Statistics (BLS) and Salary.com with a "SOC Code" lookup tool to find local wage data instantly.

  • The Stress Test: Automatically flags if the calculated wage is affordable for the business and warns you if the Distribution-to-Wage ratio triggers a "High Audit Risk."

  • The "Audit Armor" Deliverable: A ready-to-print Board of Directors Meeting Minute document that formalizes the salary decision, citing the financial condition of the company and independent market data.

Don't just give your client a number. Give them a defense.

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