Golden Parachute Excise Tax Calculation Form

Simplify Golden Parachute Excise Tax Calculations with Paperform

Golden parachute provisions are a critical component of executive compensation, but calculating the excise tax liability under IRC Section 280G can be extraordinarily complex. This Golden Parachute Excise Tax Calculation Form helps tax professionals, corporate finance teams, and compensation consultants accurately determine whether change-in-control payments trigger the 20% excise tax on excess parachute payments.

Whether you're a CPA firm, corporate tax department, M&A advisory team, or executive compensation consultant, this template streamlines the entire 280G analysis process—from defining the change in control event to calculating base amounts and identifying excess parachute payments.

Why Use Paperform for Golden Parachute Tax Analysis?

This form template captures all essential data points for Section 280G compliance: the nature and timing of the change in control event, the disqualified individual's compensation history, present value calculations of parachute payments, and the three-times base amount threshold test. The conditional logic ensures that only relevant sections appear based on your specific scenario, making complex tax calculations more manageable.

With Paperform's calculation fields, you can build formulas that automatically compute base amounts (average W-2 compensation over the five-year lookback period), determine parachute payment thresholds, and calculate excess amounts subject to the 20% excise tax—all within the form itself. The results can trigger different follow-up workflows depending on whether payments exceed the safe harbor threshold.

Connect this form to Stepper (stepper.io) to automate your post-calculation workflow: route flagged calculations to senior tax reviewers, generate draft disclosure schedules for proxy statements, update your tax provision models, or create engagement letters for 280G valuation services—all without manual data entry.

For firms managing multiple client engagements, Paperform's collaborative features let your team work from a single source of truth while maintaining proper documentation for IRS substantiation requirements. Every submission creates a permanent record that can be easily retrieved during audits or transaction due diligence.

Trusted by accounting firms, corporate tax departments, and compensation advisory practices, this template brings structure and automation to one of the most technical areas of executive compensation tax compliance.