Core

Start Up and Organizational Costs

Recover eligible costs of launching your business.

About this strategy

Starting a business often requires spending money before revenue begins. Certain start-up and organizational costs may qualify for special tax treatment, allowing an eligible portion to be deducted when the active business begins and remaining qualifying costs to be amortized over time. These rules can apply to expenses associated with investigating, creating, and preparing a new business for operation.

Implementation resources

Slides, templates, and supporting videos.

Implementation Checklist - Start Up Expenses

Use this checklist to identify, categorize, and document startup expenses incurred before and during the launch of your business.

Slides

Implementation Checklist - Organizational Costs

Use this checklist to identify, categorize, and document organizational costs incurred before and during the launch of your business.

Slides

Strategy Overview - Start Up and Organizational Costs

Learn which costs associated with starting and organizing a business may qualify for special tax treatment.

PDF