Draft the 481(a) summary for a Form 3115 filing
When a look-back KBKG study is completed, WebRun runs the 481(a) adjustment calculator, reads the net catch-up depreciation and the asset detail behind it, writes a clear summary in a Google Sheet for the Form 3115, and posts your preparer in Slack that it is ready to review and file.
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How do I prepare the 481(a) adjustment summary for a Form 3115?
When a look-back KBKG study is completed, WebRun runs its 481(a) adjustment calculator, reads the net catch-up depreciation and the reclassified assets, writes a clear summary in Google Sheets for the Form 3115, and posts your preparer in Slack. WebRun never files the 3115; the preparer reviews the summary and files it.
- Every look-back study gets its 481(a) catch-up figured and summarized
- The Form 3115 backup sits in one place, not scattered across the study
- Preparers review and file, so nothing is submitted to the IRS unchecked
Built for cost segregation firms · CPA firms · tax preparers · real estate tax advisors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
kbkg.comin a real browser with your saved login - no setup, no API keys. -
1
KBKG - run the 481(a) adjustment
kbkg.com How to Automate KBKG
WebRun opens KBKG to run the 481(a) adjustment. - Open the completed look-back study in KBKG
- Run the 481(a) adjustment calculator for the change in accounting method
- Read the net catch-up depreciation and the reclassified asset detail behind it
Done when The 481(a) net adjustment and its supporting assets are captured.
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2
Google Sheets - write the 3115 summary
google.com How to Automate Google Sheets
WebRun opens Google Sheets to write the 3115 summary. - Open a 481(a) summary tab in Google Sheets
- Lay out the property, the method change, the net catch-up amount, and the year
- List the reclassified assets by bucket so the Form 3115 preparer has the backup in one place
Done when A clear 481(a) summary is written for the preparer to review.
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3
Slack - hand it to the preparer
slack.com How to Automate Slack
WebRun opens Slack to hand the summary to the preparer. - Post a note to the preparer that a 481(a) summary is ready for a Form 3115
- Include the property, the net catch-up amount, and a link to the summary
- State clearly that WebRun has not filed anything and the preparer completes the 3115
Done when The preparer has a Slack note linking the 481(a) summary.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it file the Form 3115?
No. WebRun runs the 481(a) calculation in KBKG and writes a summary for your preparer. It never files or submits the Form 3115. A preparer reviews the catch-up figure and the backup, then completes and files the form.
What does the summary include?
It includes the property, the change in accounting method, the net 481(a) catch-up amount, the tax year, and the reclassified assets by recovery-period bucket, so the preparer has both the number and the supporting detail.
Where does the catch-up amount come from?
The catch-up amount comes from KBKG's 481(a) adjustment calculator run against the completed look-back study, so it reflects the reclassifications in that study rather than a manual estimate.
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