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Avoiding Overpayment: Common Tax Mistakes Made by Seasonal Businesses

Written by Ryan Foley | Dec 10, 2024 1:57:58 PM

 

According to a Forbes study, 93% of businesses overpay their taxes. Seasonal businesses, with their fluctuating incomes and unique cash flow patterns, are certainly no different. Understanding the common pitfalls can help business owners save money and maintain better financial control. Here’s a list of ways seasonal businesses often end up overpaying their taxes, along with tips on how to avoid these mistakes.

1. Misestimating Quarterly Tax Payments:

Seasonal businesses often misjudge their quarterly estimated tax payments by not accurately forecasting income, leading to overpayment during low-income periods. To avoid this, continuously update income projections and consult the IRS’s safe harbor rule to determine minimum payment requirements without penalties.

2. Overlooking Deductible Expenses:

In the rush of the peak season, businesses may neglect to track and deduct all eligible expenses, such as marketing, staffing, and equipment costs. Implementing a robust expense tracking system can ensure all deductions are claimed, reducing taxable income.

3. Incorrect Inventory Valuation:

Mismanagement or mis-valuation of inventory can lead to paying more taxes than necessary. Choose an inventory accounting method like LIFO or FIFO that best fits your business cycle and ensures accurate reporting to reflect the true cost of goods sold.

4. Ignoring Off-Season Expenses:

Some businesses neglect to account for off-season expenses, which can be deducted against peak season income. Maintain a year-round record of all business-related expenses, including maintenance and storage costs, to optimize deductions.

5. Missing Out on Tax Credits:

Seasonal businesses may fail to explore applicable tax credits, such as those related to hiring practices or sustainability improvements. Regularly review tax laws or consult a tax advisor to take full advantage of credits that can reduce your tax liability.

 

 

6. Failing to Adjust Payroll Taxes:

Not recalculating payroll taxes according to seasonal staffing changes can result in overpayment. Utilize a flexible payroll system that adjusts to employee numbers and compensation schemes throughout the year.

7. Misclassifying Employees:

Mistakenly classifying seasonal workers as employees rather than independent contractors—or vice versa—can lead to unnecessary payroll taxes. Ensure proper classification through clear agreements and understand the guidelines.

8. Not Utilizing Carryovers:

Some business owners fail to apply net operating or tax credit carryovers that could offset current-year taxes. Keep thorough records of all losses and credits for strategic carryover application to minimize current tax obligations.

9. Inadequate Record Keeping:

Poor record keeping can result in missing deductions or submitting inaccurate reports, leading to overpayment. Invest in accounting software or hire bookkeeping services to maintain organized financial records year-round.

Conclusion:

Paying more taxes than you need will reduce your seasonal business's profits and hurt your cash flow, but with some planning, you can avoid these pitfalls. By keeping things organized, and staying in the loop about possible deductions and credits you can handle your tax responsibilities like a pro and boost your financial health. Chatting with a professional tax advisor can also help you craft strategies that fit your business perfectly, making sure you only pay what's necessary while making the most of your resources for growth and sustainability.

If you have questions, set up a time to talk with our team today.