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Computing the Tax for Short-period C Return

This template computes the annualized taxable income and income tax attributable to a short C year.  When an S election terminates in the middle of the tax year, the result is two short tax years (a short S year and short C year).  For example, this can happen when a shareholder transfers stock to an ineligible shareholder, or when the shareholders agree to revoke the S election and file a revocation that specifies a prospective effective date.  For purposes of computing the C corporation’s tax for the short C year, the income allocated to the short C year must be annualized.  If the input sheet is completed, this template also generates a journal entry if the taxpayer wants to record the resulting tax liability

Entering Information

All of the information needed to produce the computation is entered on the Input worksheet.  The yellow highlighted cells are calculated fields, and no data should be entered in these cells.  Any gray cells are not calculated fields, but data should not be entered in these cells.

Enter the following information:

  • Current tax year (Enter the four-digit tax year)
  • Taxable income for the C short year
  • Number of days in the C short year
  • Number of days in the entire termination year (which will normally be 365 days)