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Tax credits and incentives

The research credit, work opportunity credit, energy incentives, and the other credits a small business can claim, with the documentation each one needs.

23 guides, each reviewed by a CPA licensed in the US and Canada.

Small Business & Bookkeeping

Additional Medicare Tax: The 0.9% Surtax on High Earners and How It Interacts With SE Tax

The Additional Medicare Tax (IRC 3101(b)(2)) imposes a 0.9% surtax on wages and self-employment income exceeding $200,000 (single) or $250,000 (MFJ).

Sep 5, 2026
Small Business & Bookkeeping

Business Credit Card Tax Rules: Rewards, Interest, and Deductions

Business credit card interest is deductible if the card is used exclusively for business. Business credit card tax rules: Interest deductibility: - Credit.

Sep 5, 2026
Small Business & Bookkeeping

Business Tax Credits You May Be Missing: WOTC, Disabled Access, Small Employer Health, and Energy Credits

Tax credits are more valuable than deductions because they reduce tax dollar-for-dollar rather than just reducing taxable income.

Sep 5, 2026
Small Business & Bookkeeping

Disabled Access Credit: How Small Businesses Claim Up to $5,000 for ADA Compliance (IRC 44)

The Disabled Access Credit under IRC 44 provides small businesses (30 or fewer full-time employees OR $1 million or less in gross receipts) a tax credit.

Sep 5, 2026
Small Business & Bookkeeping

Domestic Asset Protection Trusts (DAPTs): State Laws, Creditor Protection, and Tax Implications for Business Owners

A domestic asset protection trust (DAPT) is an irrevocable trust established under the laws of a state that permits the grantor to be a discretionary.

Sep 5, 2026
Small Business & Bookkeeping

Domestic Production Activities Under OBBBA: What Small Manufacturers Need to Know

The original Section 199 Domestic Production Activities Deduction (DPAD) allowed a 9% deduction on qualified production activities income (QPAI).

Sep 5, 2026
Small Business & Bookkeeping

E-Commerce Tax Obligations: What Online Sellers Must Know

E-commerce sellers face unique tax challenges: multi-state sales tax nexus, inventory accounting, 1099-K reporting from payment processors.

Sep 5, 2026
Small Business & Bookkeeping

General Business Credit: How Tax Credits Work Together and the Carryback and Carryforward Rules Under IRC 38

The general business credit under IRC 38 is not a single credit but an aggregation of over 30 individual business tax credits.

Sep 5, 2026
Small Business & Bookkeeping

IRS Record-Keeping Requirements for Small Business Owners

The IRS requires records that support every number on your tax return. The IRS requires every business to maintain records that support the income.

Sep 5, 2026
Small Business & Bookkeeping

Net Operating Loss (NOL) Rules: Carryforward, 80% Limitation, and Tax Planning

A net operating loss occurs when business deductions exceed income. The loss carries forward indefinitely but is capped at 80% of taxable income per year.

Sep 5, 2026
Small Business & Bookkeeping

Net Operating Losses After TCJA: The 80% Rule, Indefinite Carryforward, and IRC 461(l)

Post-TCJA NOL rules (tax years beginning after 12/31/2020): 1. Carryforward only: NOLs carry forward indefinitely. Carryforwa.

Sep 5, 2026
Small Business & Bookkeeping

R&D Tax Credit for Small Businesses (IRC 41): Complete Guide

Small businesses with under $5 million in gross receipts can use the R&D credit to offset payroll tax (up to $500,000/year).

Sep 5, 2026
Small Business & Bookkeeping

R&D Tax Credit for Small Businesses: Qualifying Activities, Calculation, and Payroll Tax Offset

The research and development (R&D) tax credit under IRC 41 is one of the most underutilized tax benefits for small businesses.

Sep 5, 2026
Small Business & Bookkeeping

Research and Development (R&D) Tax Credit for Small Business: Form 6765 and the Payroll Tax Offset

The R&D tax credit (IRC 41) allows businesses to claim a credit for qualified research activities, including developing new products, improving processes.

Sep 5, 2026
Small Business & Bookkeeping

Research and Development Tax Credit for Small Businesses (IRC 41)

Small businesses can claim a tax credit of 6-10% of qualified research expenses under IRC 41. The research and development (R&D) tax credit under IRC.

Sep 5, 2026
Small Business & Bookkeeping

Research and Development Tax Credit: How Small Businesses Claim the IRC 41 R&D Credit

The Research and Development (R&D) tax credit under IRC 41 provides a dollar-for-dollar reduction in tax liability for businesses that develop or improve.

Sep 5, 2026
Small Business & Bookkeeping

Small Business Tax Credits: Disabled Access, R&D, Work Opportunity, and More

Tax credits reduce your tax dollar-for-dollar, not just your taxable income. Tax credits are fundamentally different from tax deductions.

Sep 5, 2026
Small Business & Bookkeeping

Small Business Tax Record Retention: How Long to Keep Receipts, Returns, and Financial Records

Keep tax returns for 7 years, employment records for 4 years, asset records until disposed + 3 years, and corporate records permanently.

Sep 5, 2026
Small Business & Bookkeeping

Tax Benefits of US Manufacturing: Bonus Depreciation, R&D Credits, and State Incentives

US manufacturers benefit from several overlapping tax incentives: 100% bonus depreciation on equipment and machinery (permanently restored under OBBBA).

Sep 5, 2026
Small Business & Bookkeeping

Tax Credits for Small Employers: WOTC, Disability Access, SHOP, and Retirement Plan Startup Credits

Small employers can reduce their tax liability dollar-for-dollar through several targeted credits. Small employer tax credits summary.

Sep 5, 2026
Small Business & Bookkeeping

The R&D Tax Credit (IRC 41): How Small Businesses Claim Credits for Innovation

The Research and Development Tax Credit under IRC 41 provides a dollar-for-dollar credit for qualified research expenses (QREs) that meet the four-part.

Sep 5, 2026
Small Business & Bookkeeping

The R&D Tax Credit for Small Businesses: How IRC 41 Can Offset Payroll and Income Taxes

The Research and Development (R&D) tax credit under IRC 41 is available to any business that develops or improves products, processes, software, formulas.

Sep 5, 2026
Small Business & Bookkeeping

Work Opportunity Tax Credit (WOTC): Tax Credits for Hiring From Targeted Groups

The WOTC provides a tax credit of $2,400-$9,600 per qualified employee hired from targeted groups including veterans, SNAP recipients, ex-felons.

Sep 5, 2026

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