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  • Companies Should Use Same Accounting Method for More Tax-Credit Investments, FASB Says
finance & accounting

Companies Should Use Same Accounting Method for More Tax-Credit Investments, FASB Says

July 18, 2022
Della C. Mae

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The Economical Accounting Specifications Board needs to permit companies to use a specified accounting method for a broader array of tax-credit history investments, enabling them to document equivalent paying out in a regular way.

Beneath the so-referred to as proportional amortization approach, companies compose down the expense in proportion to their allocation of tax credits and other tax added benefits, this kind of as depreciation, in a individual interval. Due to the fact 2014, organizations have been in a position to use this approach when accounting for investments linked to very affordable housing tax credits, known as a Low-Income Housing Tax Credit score, but not to other varieties of tax credits.

The U.S. accounting normal setter on Wednesday voted to suggest permitting businesses to use the proportional amortization approach for any tax-credit rating investments that meet specified conditions. The vote came about 10 months following it added the project to its agenda featuring rising issues.

Renewable-strength tax credits have received popularity among providers in recent many years amid tension from traders to step up their company sustainability efforts. The FASB’s proposal mostly influences general public and personal money institutions, these types of as banking companies and insurers, which usually make these kinds of investments. Firms spend in tax credits in part to lower their tax liabilities.


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Enterprises, which are at this time essential to use the equity method—in which they record a part of investees’ gains and losses—to account for most tax-credit rating investments, have mentioned the proportional amortization method is a a lot more precise reflection of the worth of a selection of investments.

Accounting for tax-credit history investments need to be persistently applied and not be based on the particular variety of system, explained Joshua Stein, vice president of accounting and financial management at the American Bankers Affiliation, a trade team.

“The latest inconsistency in accounting for tax credit investments negatively impacts people of economical statements, preparers, and in the long run all those who are served by the underlying tasks,” Mr. Stein previous year reported in a letter to the FASB. The ABA did not immediately react to a ask for for comment.

The FASB aims to difficulty a official proposal in August and will let the community 45 days to comment on it, a spokeswoman mentioned. The board could finalize the rule next calendar year, she explained.

“There is some want to increase the taking part in industry,” FASB board member Christine Botosan reported Wednesday, referring to use of the proportional amortization approach.

Write to Mark Maurer at [email protected]

Copyright ©2022 Dow Jones & Business, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

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