Foreign-Derived Intangible Income (FDII) Deduction Form

Simplify Your FDII Deduction Calculation with Paperform

The Foreign-Derived Intangible Income (FDII) deduction is one of the most valuable tax incentives available to U.S. corporations that derive income from exports and intangible property. Introduced as part of the Tax Cuts and Jobs Act, FDII allows eligible corporations to claim a deduction on income from sales of goods and services to foreign customers, effectively reducing the tax rate on such income.

However, calculating the FDII deduction requires meticulous documentation of export sales, related party transactions, and complex deemed intangible income (DII) calculations. This FDII Deduction Form template streamlines the entire process, making it easier for tax professionals, accountants, corporate finance teams, and CFOs to gather the necessary data and ensure compliance.

Why This Template Works for Tax and Finance Professionals

This template is designed specifically for accounting firms, corporate tax departments, and financial advisors who need to collect comprehensive FDII documentation from clients or business units. Instead of managing multiple spreadsheets, email threads, and manual calculations, everything is consolidated into one professional, branded form that can be embedded on your firm's website or shared directly with stakeholders.

The form captures all critical elements required for FDII calculations: detailed export sales information, foreign-derived deduction eligible income (FDDEI), related party transaction documentation, and the inputs needed for deemed intangible income calculations. Conditional logic ensures that only relevant questions appear based on transaction types, reducing confusion and improving data quality.

Automate Your FDII Workflow with Stepper

Once submissions come in, you can connect this form to Stepper to automate your entire FDII review and calculation workflow. Route submissions to senior tax reviewers, trigger calculations in connected spreadsheets or accounting software, send follow-up requests for missing documentation, and update your tax compliance tracking system—all without manual intervention. This ensures nothing falls through the cracks during busy tax seasons.

Built for Complex Tax Documentation Needs

Paperform's calculation engine and conditional logic make it ideal for complex financial forms like FDII deductions. You can perform real-time calculations, validate data entry against IRS requirements, and guide respondents through multi-step processes with clear instructions. The platform's SOC 2 Type II compliance and robust security controls give you the confidence to handle sensitive financial data, while integration capabilities mean this form can feed directly into your existing tax preparation software and workflow tools.

Whether you're an accounting firm serving multiple corporate clients or an in-house tax team managing FDII calculations across business units, this template gives you a professional, efficient starting point that can be customized to match your firm's specific requirements and branding.