Cost segregation

Cost segregation automation templates

10 ready-made workflows for Cost segregation. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: KBKG, Google Sheets and Slack.

Cost segregation
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Automated Placed-in-Service Tracking
WebRun reads each building component's placed-in-service date from a KBKG study, keeps a clean register in Google Sheets, and puts depreciation-start milestones on your calendar.
KBKGGoogle SheetsGoogle Calendar
Automated Depreciation Schedule Sync
WebRun reads the finished depreciation schedule from a KBKG study, stages matching fixed asset entries in QuickBooks as drafts, and asks your bookkeeper to review before anything posts to the books.
KBKGQuickBooksSlack
Automated Cost Seg Status Digest
WebRun reads the whole KBKG study pipeline each morning, snapshots where every study stands in an Airtable base, and posts your tax preparer a short digest of what moved, what is blocked, and what is due.
KBKGAirtableSlack
Automated Partial Disposition Flags
WebRun watches renovation capex in QuickBooks, checks each project against the retired components in a KBKG study, and flags partial disposition candidates so their remaining basis is not lost.
QuickBooksKBKGTelegram
Automated 481(a) Adjustment Summaries
WebRun runs the 481(a) adjustment in KBKG for a look-back study, builds a plain summary of the catch-up amount and the assets behind it, and hands it to your preparer to file.
KBKGGoogle SheetsSlack
Automated Fixed Asset Reconciliation
WebRun compares the asset classes in a finished KBKG study against the fixed asset ledger in QuickBooks, flags every mismatch in recovery period or amount, and hands you a variance report.
KBKGQuickBooksGoogle Sheets
Automated Bonus Depreciation Deadlines
WebRun reviews open KBKG studies against the bonus depreciation phase-down schedule, works out which placed-in-service years are at risk, and alerts you before a lower rate locks in.
KBKGGoogle SheetsTelegram
Automated Cost Seg Engagement Letters
WebRun pulls the study scope and fee from KBKG, builds a matching engagement letter as a DocuSign envelope, and leaves it queued for a partner to review and send for signature.
KBKGDocuSignSlack
Automated Cost Seg Document Collection
WebRun checks each open KBKG study for missing basis and appraisal documents, drafts a polite request to the client for what is outstanding, and logs the gaps in a tracker.
KBKGGmailGoogle Sheets
Automated KBKG Study Intake From Closings
When a property closing packet lands in Drive, WebRun reads the settlement statement, opens a new KBKG study with the basis and address filled in, and tells your team it is ready.
Google DriveKBKGSlack

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