Tax Law: Capital Budgeting Matrix for Physical Capital Template

More legal templates

The Capital Budgeting Matrix for Physical Capital helps business leaders and tax advisors conceptualize and discuss the tax components of strategic options. Strategic decisions should never be made without consideration of the implications each option will have on the amount that the organization will be taxed. It is the responsibility of tax lawyers and other accounting professionals to accurately convey that impact of taxes so that business leadership can can make strategic decisions wisely. On the face of it, one option may appear to be better for the company financially, yet, because of various tax incentives, one option could actually cost thousands more in taxes. This template offers a framework to hold all the information needed for the analysis as well as details and explanation of results. This template weighs two options at a time, to ensure that all angles have been considered.

Get this template on priority matrix

Tax Law: Capital Budgeting Matrix for Physical Capital for Priority Matrix

Tax Law: Capital Budgeting Matrix for Physical Capital in Priority Matrix

Learn how to analyze the tax ramifications of two strategic options with the capital budgeting matrix template! Launch this template easily in Priority Matrix!

You can start using Tax Law: Capital Budgeting Matrix for Physical Capital or other Legal Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Background Data

  • COGS:
  • Free Cash Flow Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Gross Profit:
  • Long-Term Borrowings Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Net Income Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Net Income:
  • Other Expenses:
  • Pretax Income:
  • Revenue:
  • Tax @ 33.3%:
  • Total Assets Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Total Net Sales and Revenues Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:

Option A

  • Addition Interest Expense:
  • Additional Financial Depreciation:
  • COGS:
  • Gross Profit:
  • Impact of Changes in the Economy
  • Industry Specific Considerations
  • Itemize Additional Considerations for Option A:
  • Net Income:
  • Other Expenses:
  • Pretax Income:
  • Revenue:
  • Sales Projections
  • Sustainability
  • Tax @ 33.3%:

Option B

  • Addition Interest Expense:
  • Additional Financial Depreciation:
  • COGS:
  • Gross Profit:
  • Impact of Changes in the Economy
  • Industry Specific Considerations
  • Itemize Additional Considerations for Option B:
  • Net Income:
  • Other Expenses:
  • Pretax Income:
  • Revenue
  • Sales Projections
  • Sustainability
  • Tax @ 33.3%:

Results

  • Itemize Results and defend from different angles