Cost Segregation Client File

The Cost Segregation Client File is an eight-tab Excel workpaper built for solo tax practitioners who need a professional, repeatable system for every property-owning client. Open the template, Save As with the client name and property, and it is ready to use. No setup. No rebuilding. Just enter the numbers and the file does the work.

Tab 0 walks you through exactly how to use and duplicate the file. Tab 1 captures all client and file information. Tab 2 calculates depreciable basis automatically once you enter the acquisition cost and land value. Tab 3 breaks down asset classification across all MACRS property classes with bonus depreciation eligibility built in. Tab 4 runs the complete Year 1 depreciation calculation — Bonus Depreciation, Section 179, and MACRS — and delivers your estimated federal and state tax savings automatically. Tab 5 generates a 40-year MACRS schedule for the structural component. Tab 6 estimates depreciation recapture for clients considering a future sale. Tab 7 auto-populates a clean one-page client summary with your key findings, practitioner recommendation, notes section, and a complete signature and acknowledgment block — all on one page, ready to print or share.

Works in Excel and Google Sheets. Companion to The Cost Segregation Planning Guide.