Professional Asset Management & Tax Optimization Tool
| Company Name: _________________________________ | Tax Year: _____________ |
| EIN/Tax ID: _________________________________ | Filing Status: _____________ |
| Prepared By: _________________________________ | Date: _____________ |
Purpose: This worksheet helps Alliance contractors track depreciation schedules, maximize tax benefits, and maintain compliance with IRS regulations.
Key Benefits: Section 179 election tracking, bonus depreciation calculations, asset lifecycle management, and tax optimization strategies.
Integration: Compatible with Alliance accounting partnerships for automated calculations and seamless financial reporting.
| Asset Description | Date Acquired | Cost Basis | Depreciation Method | Useful Life | Current Year Depreciation | Accumulated Depreciation | Book Value | Notes |
|---|---|---|---|---|---|---|---|---|
| VEHICLES & TRANSPORTATION | ||||||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| TOOLS & EQUIPMENT | ||||||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| MACHINERY & HEAVY EQUIPMENT | ||||||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| BUILDINGS & IMPROVEMENTS | ||||||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| TECHNOLOGY & SOFTWARE | ||||||||
| $ | $ | $ | $ | |||||
| $ | $ | $ | $ | |||||
| Section 179 Election Limit (Current Year): | $ _________________ |
| Total Section 179 Elections This Year: | $ _________________ |
| Remaining Section 179 Capacity: | $ _________________ |
| Assets Eligible for Section 179: | $ _________________ |
| Asset Description | Cost | Section 179 Amount | Regular Depreciation |
| $ | $ | $ | |
| $ | $ | $ | |
| $ | $ | $ |
| Current Year Bonus Depreciation Percentage: | _______% |
| Total Eligible Assets for Bonus Depreciation: | $ _________________ |
| Total Bonus Depreciation Claimed: | $ _________________ |
| Remaining Basis for Regular Depreciation: | $ _________________ |
| Total Current Year Depreciation (All Methods): | $ _________________ |
| Section 179 Deduction: | $ _________________ |
| Bonus Depreciation: | $ _________________ |
| Regular MACRS Depreciation: | $ _________________ |
| Listed Property Depreciation: | $ _________________ |
| TOTAL DEPRECIATION DEDUCTION: | $ _________________ |
Automated Calculations: This worksheet integrates seamlessly with Alliance accounting partnerships, enabling automatic depreciation calculations and real-time updates.
Tax Optimization: Alliance members receive enhanced depreciation management through our professional network, ensuring maximum tax benefits and compliance.
Asset Management: Connect with Alliance-approved asset management systems for comprehensive equipment tracking and lifecycle analysis.
Professional Support: Access to Alliance tax professionals and CPAs specializing in contractor depreciation strategies.
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