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4 tagged with "Software Capitalization"

ASC 350-40 software capitalization rules, capitalize vs expense decisions, and audit-defensible processes

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Capitalizing Sales Commissions: A SaaS Guide to ASC 340-40
·mike

Capitalizing Sales Commissions: A SaaS Guide to ASC 340-40

ASC 340-40 requires companies to capitalize incremental commissions as a deferred asset and amortize them over the benefit period—often three to five years for SaaS, set by the renewal commensurate test rather than the contract term.

saas
revenue-recognition
software-capitalization
accrual-accounting
+4
Section 174 R&D Expensing in 2026: How Software Startups Recover From the TCJA Capitalization Trap
·mike

Section 174 R&D Expensing in 2026: How Software Startups Recover From the TCJA Capitalization Trap

OBBBA's new Section 174A restores immediate expensing for domestic R&D in tax years after December 31, 2024, and qualifying small businesses can amend 2022–2024 returns by July 6, 2026 to recover overpaid tax. A guide to the three coexisting Section 174 regimes, the Section 41 credit add-back, foreign 15-year amortization, and the statement in lieu of Form 3115.

tax
tax-planning
tax-credits
startup
+4
Section 174A R&D Expensing Restored: A Small-Business Guide to Amending 2022-2024 Returns
·mike

Section 174A R&D Expensing Restored: A Small-Business Guide to Amending 2022-2024 Returns

The One Big Beautiful Bill Act's Section 174A restores immediate domestic R&D expensing starting in 2025, and small businesses under roughly $31 million in average gross receipts have until July 6, 2026 to amend 2022, 2023, and 2024 returns to recover taxes paid under the TCJA capitalization rules.

tax
tax-planning
tax-deductions
tax-credits
+4
Software Capitalization Under ASC 350-40: A Practical Guide to the Capitalize-vs-Expense Decision
·mike

Software Capitalization Under ASC 350-40: A Practical Guide to the Capitalize-vs-Expense Decision

ASC 350-40 governs which software development costs SaaS companies expense and which they capitalize as intangible assets. ASU 2025-06 retires the three-stage model in favor of a probable-to-complete threshold, with the FASB signaling more costs will be expensed. This guide covers what qualifies, the EBITDA and balance-sheet impact, and how to set up an audit-defensible process.

saas
software-capitalization
accounting
financial-reporting
+4