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Section 174 Calculator

Interested in how Section 174 may impact your tax liability and cash flow? Explore how R&D tax credits is now more valuable than ever with our calculator due to increased tax liabilities from Section 174.

About Section 174

Section 174, the tax regulation introduced in 1954, serves as the rulebook for businesses navigating the deduction landscape for research and experimental (R&E) expenditures. In the past, businesses could immediately deduct their research and development expenses, promoting active engagement in R&D activities for performance improvement and product development.

Recent updates, however, have injected a dose of complexity into the narrative. Effective after December 31, 2021, businesses are now required to amortize all R&D expenses over five years. This amortization period extends to 15 years when expenses are associated with foreign research initiatives.

Understanding Section 174 Calculator

For the purposes of estimation, our calculator assumes:
1. Revenue, expenses, and estimated percentage of expenses for R&D purposes is the same for each year
2. All R&D expenses qualifies for the R&D tax credit
3. R&D tax credit rate of 10%
4. Salary is 80% of total R&D expenses to calculate the payroll tax impact
5. Payroll tax percentage of 7.65%

How can Gusto help?

Navigate the regulatory landscape

We’ll provide the guidance you need to better understand section 174, offering clarity in the face of uncertainty and helping you stay on the right side of tax legislation.

Turn tax challenges into opportunities

Let Gusto be your trusted companion, simplifying section 174 complexities and assisting you in claiming those valuable R&D tax credits.

Be your partner in tax credits

You don’t need to go through this journey alone. We will guide you through every step of the way to ensure you understand the best way to approach this new legislation.

What are the next steps?

Use the Section 174 calculator above to see how the new laws may impact your tax liability. Then, log into your Gusto account to start the R&D tax credit process to help with your cash flow. 

To find out if you can claim this credit, all we need is some basic business information—it should only take 5 minutes. If eligible, you may be able to offset income taxes, or apply your credit directly to your payroll taxes each quarter.

Gusto’s approach to helping tax professionals understand the nuances of R&D tax credits and Section 174 and giving us insights to pass to our clients is what makes them a valuable partner.
Kevin Lee
CPA

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Common Section 174 questions

Internal Revenue Code Section 174 is a provision in the tax code that pertains to the deduction of business expenses related to research and experimental activities.

 

All R&D expenses are considered section 174 specific research expenses that must be capitalized and amortized. Click here for more information.

There is no specific limit on deductions under Section 174, but the expenses must be reasonable and directly related to research and development activities.

Businesses are no longer permitted to deduct R&D expenses in-full in the year they were incurred. Instead, the updated law now states that all R&D expenses should be capitalized and amortized over a five-year period, or 15 years for cases where the R&D expenses are attributable to foreign research.

You might be thinking, does this lead to paying higher taxes? Unfortunately, it does. However, we have a way to help mitigate the pain. By claiming R&D tax credits, you can help offset any additional taxes from new section 174 requirements. The more money you can offset on your taxes, the more you can invest back into your business. The average credit that we find is $50,000.

Two common misconceptions are: 

1. “Section 174 only applies if the tax filer claims the R&D tax credit.” Actually, Section 174 applies to all R&D expenses irrespective of whether the tax credit is applied for or not. That is why claiming the credit is now more beneficial than ever.

2. “If R&D expenses are not claimed as R&D expenses, it does not apply to Section 174.” The IRS has specific guidelines for what falls into this category. Failing to follow these guidelines may result in non-compliance with the tax law.

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