Opportunity Zone Investment Compliance Form

Simplify Opportunity Zone Tax Compliance with Paperform

Opportunity Zone investments offer significant tax benefits under IRC Section 1400Z-2, but tracking gain deferrals, holding periods, and compliance requirements can be complex. This Opportunity Zone Investment Compliance Form helps investors, tax advisors, and Qualified Opportunity Funds (QOFs) maintain accurate records and ensure they meet all IRS requirements for capital gain deferral and exclusion.

Whether you're a financial advisor managing client OZ investments, a fund administrator tracking investor compliance, or an accounting firm preparing tax returns, this template streamlines the entire documentation process. The form captures essential details about the original capital gain, investment timing, QOF information, and automatically calculates key compliance dates.

Built for Tax Professionals and Investment Managers

This template is designed specifically for CPAs, tax advisors, wealth managers, and QOF administrators who need to:

• Document qualified capital gains eligible for OZ deferral
• Track 180-day investment deadlines
• Calculate basis adjustments at 5-year and 7-year holding periods
• Monitor 10-year holding requirements for full gain exclusion
• Maintain IRS-compliant investment records

Automate Your OZ Compliance Workflow

Paperform makes it easy to collect investor information and trigger follow-up actions. Use conditional logic to show relevant fields based on investment type and holding period. Connect the form to your CRM or accounting software to automatically update client records, or use Stepper to create automated workflows that send reminder emails as key compliance dates approach, generate annual compliance reports, and route information to your tax preparation team.

For investments requiring documentation and investor agreements, integrate Papersign to send subscription agreements, QOF certifications, and compliance attestations for eSignature—keeping everything connected to the original form submission for a complete audit trail.

Trusted by Financial Professionals

With SOC 2 Type II compliance and robust security features, Paperform gives you the peace of mind that sensitive financial and tax information is protected. Whether you're tracking a handful of OZ investments or managing hundreds across multiple clients, this template provides the structure and flexibility you need to stay compliant and organized.