Small Business End-of-Year Tax Return Planner • 20 Industries
Complete Small Business Year-End Tax Planner
Organize income, deductions, depreciation, credits, payroll, retirement, health benefits, vehicle expenses, real estate, QBI/pass-through items, estimated taxes, information returns, industry-specific tax opportunities, documents, reconciliation and audit readiness.
Year-End Tax Dashboard
Tax Readiness
Selected Industry
Industry-specific prompts are planning aids. Eligibility depends on facts, entity type, tax year, and current law.
Business Profile
Entity & Filing
Business Income
Cost of Goods Sold
Operating Deductions
Payroll & Workforce Deductions
Vehicle, Mileage & Travel
Home Office
Use only if the applicable business-use requirements are met.
Assets, Depreciation & Amortization
| Asset Category | Cost | Placed in Service | Business Use % |
|---|---|---|---|
| Equipment | |||
| Computers / technology | |||
| Furniture | |||
| Machinery | |||
| Business vehicles | |||
| Leasehold improvements | |||
| Buildings / real property | |||
| Intangibles / software |
Section 179 / Expensing Review
Limits and eligibility change by year and property type; verify on the current Form 4562 instructions.
Business Interest
Business interest limitation rules may apply.
Business Insurance Deductions
Retirement Plan Tax Items
Health Benefits
Eligibility for the small employer health insurance credit is subject to specific requirements.
General Business Credits
Hiring & Employment Credits
Employer-Provided Childcare Credit
For 2026 and later, IRS guidance reflects expanded limits and percentages; eligibility must be verified.
Energy, Clean Vehicle & Property Credits
Research, Development & Innovation
Real Estate / Rental Tax Items
Losses & Carryovers
Qualified Business Income / Pass-Through Review
This is only a screening estimate. Wage/property limits, taxable-income limits, SSTB rules, entity type, and current-year law can change the allowable deduction.