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Tax Tips for B2B LLCs - Tax Planning with Tarsus.pro

Written by Tarsus | Jan 17, 2024 5:00:00 AM

Navigating the tax season is daunting for all organizations, regardless of size. Tax season marks a critical time of the year when two things can happen: proper planning can result in unexpected savings, or a failure to prepare can result in unnecessary payments, fines, and even legal issues. With that in mind, let’s examine a few relevant tax tips for B2B LLCs.

Importance of Tax Planning for B2B LLCs

The tax planning process of a B2B LLC will vary based on many different factors, such as what they sell, where they sell it, and the nature of their business. But, in general, there are a few factors that almost all B2B LLCs need to watch for. To start, there are five common taxes that Wolter Kluwer recommends being prepared to pay:

  1. Income tax: Businesses should be ready to pay income tax that passes from business income to individual owners (such as LLCs and S corps).
  2. Franchise tax: This tax applies to LLCs formed by a state filing for the mere privilege of being incorporated in that state.
  3. Use tax: The use tax applies to the storage or other use of tangible personal property or taxable services in a state.
  4. Property tax: Most property taxes are used to fund local governments versus the state government, but should also be considered a tax obligation your business will incur. Property tax applies not only to owning property; many state and local governments may charge a property tax on furniture, equipment, and leasehold improvements.
  5. Sales tax: There are different types of sales taxes; the seller pays some while the buyer pays others. But, if your company sells products for resale, then you may not need to worry about sales tax.

Your company’s tax implications will vary greatly depending on which states/countries you operate in – an issue that has grown even more complex since the advent of the internet. This is why hiring a team of tax professionals to assist in your tax planning is always advisable. As experts in that field, tax professionals will be able to identify key ways to reduce your tax liability while still staying compliant with all tax regulations.

What to Know About Quarterly Tax Planning

Businesses, unlike employees, must pay quarterly taxes – even if the business is a single-member LLC. Failure to pay your taxes each quarter can result in penalties and interest that add up with each subsequent quarter. According to Bank of America, there are two common types to calculating quarterly estimated tax payments:

  1. If you receive income evenly: Calculate an entire year’s worth of income and deductions, figure out the taxes owed, and divide that into four even payments.
  2. If you do not receive income evenly: Calculate what is owed each quarter based on what they’ve actually earned and spent so far during that year.

To start, paying quarterly taxes can be a stressful process that makes it feel as though you’re paying a lot more in taxes. But, once you’ve gotten into the flow of paying, then this will just become another aspect of your business’s functions.

Common Tax Deductions Available for B2B LLCs

One of the most significant aspects of filing taxes for B2B LLCs is knowing expenses are deductible. By reducing applicable deductions from your revenue, you’ll be able to reduce your taxable income and lower the total amount that you pay in taxes. There are dozens of potential deductions that may apply to your business. But, you should always speak with a tax professional to ensure that certain deductions are legal for your business.

With that said, here are a few of the most common deductions to be aware of:

Business Expenses

Deductible business expenses include costs directly related to running the business, such as office supplies, rent, utilities, and insurance. This also includes costs associated with maintaining a physical business location, including lease payments and utilities.

Travel Expenses

Expenses related to business travel, such as airfare, lodging, meals, and transportation, may be deductible. Be sure to keep detailed records, including receipts and documentation of the business purpose for each trip.

Vehicle Expenses

LLCs may deduct expenses related to business use of vehicles, including mileage, fuel, maintenance, and insurance. Keep accurate records of business-related vehicle usage.

Professional Services

Fees paid to professionals, such as accountants, lawyers, and consultants, are generally deductible. However, these services must be directly related to the operation of the business.

Advertising and Marketing

Costs associated with advertising and marketing the business, including online ads, print materials, and promotional events, are deductible.

Employee Benefits

Contributions to employee benefit plans, such as health insurance and retirement plans, may be deductible. But, be sure to understand the rules and limits associated with these contributions.

Interest Expenses

Interest paid on business loans or credit cards used for business purposes is typically deductible. You’ll need to ensure that the debt is directly related to the business.

Depreciation

Depreciation allows businesses to deduct the cost of assets (such as equipment or property) over time. Consult with a tax professional to determine the appropriate depreciation method.

Home Office Deduction

If a portion of your home is used exclusively for business, some home-related expenses may be deductible, such as mortgage interest, property taxes, and utilities.

Legal and Professional Fees

Fees paid for legal advice, accounting services, and other professional services related to the business are deductible.

Research and Development Expenses

B2B LLCs involved in research and development activities may be eligible for tax credits or deductions related to these expenses.

Charitable Contributions

Contributions made to qualified charitable organizations may be deductible as business expenses.

Managing B2B Income and Expenses

To keep track of what you are deducting each year, it’s critical to maintain a complete and in-depth record of your operations. This will make your life much more manageable once tax season rolls around. A few of the most common ways to do that are:

  1. Invest in an in-house accounting team that can keep track of your revenue/expenses.
  2. Leverage an accounting platform that will allow you to automate your recordkeeping.
  3. Bring on a strategic team who can handle the entire process for you.
We hope you’ve found this article valuable when learning about tax tips for B2B LLCs. If you have questions about your B2B LLC taxes, please contact the Tarsus team to learn more.