Description
Create IRS-Compliant Expensing & Capitalization Policies with Ease
Ensure your business or clients are prepared for IRS scrutiny and year-end compliance with this professionally curated Expense Capitalization & De Minimis Policy Template Bundle. Designed for small business owners, CPAs, bookkeepers, and tax professionals, this bundle provides the tools you need to confidently implement clear, IRS-aligned policies under Treasury Regulation §1.263(a)-1(f).
This downloadable set includes 6 editable Word documents—three uniquely styled De Minimis Expensing Policies and three detailed Expense Capitalization Policies—plus a comprehensive 2025 Guide explaining the differences and best practices. Each document is customizable and styled with varying fonts, tones, and colors to suit your firm or client’s preference.
Whether you’re preparing for an IRS audit, updating your firm’s written policies, or advising small business clients on proper capitalization thresholds, this toolkit helps reduce risk, improve accuracy, and save valuable time.
What’s Included:
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3 De Minimis Expensing Policies (each professionally formatted with different wording and style)
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3 Expense Capitalization Policies (tailored for different capitalization thresholds and business use cases)
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Bonus: 2025 De Minimis vs. Capitalization Guide (explains safe harbor rules and policy implementation tips)
Perfect for:
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Small business accounting teams
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CPAs and enrolled agents
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Bookkeepers and tax preparers
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Fractional CFOs and advisors
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Financial professionals who support startups or audit-prone clients
This bundle is built for professionals who want clean, IRS-compliant policy templates they can tailor and implement in just minutes.
Features:
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Instant download – Use immediately
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Fully editable Microsoft Word files
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Professionally written and styled
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IRS-compliant per current tax law
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Designed for real-world application and year-end documentation
