Free tool · Working capital safe harbor

The document that keeps your safe harbor protected.

1

What December 31 expects.

By that date the working capital safe harbor expects at least 10% of plan funds received and at least 5% spent or under signed contract.

2

A few clicks gathers it.

Press the button and answer a short set of questions. What came in, what went out, about fifteen minutes start to finish.

3

The report, before the deadline.

Generates the December 31 report your file needs, every figure dated against the plan itself, ready for your records or your CPA.

Protect my fund

Free · About 15 minutes · Nothing sent to anyone