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Schedule M-1 and M-3

Schedule M-1 and M-3, reconciled.

Schedule M-1 (and Schedule M-3 for larger corporations) reconciles a corporation's book income to the taxable income reported on Form 1120, accounting for every book-to-tax difference. Blanc Tax walks book income to taxable income automatically, with each adjustment traced to a journal entry and a workpaper.

M-1 vs M-3: which applies

Reconciliation

Schedule M-1

The standard book-to-tax reconciliation for most corporations. Walks book income to taxable income in a compact form.

Reconciliation

Schedule M-3

The detailed reconciliation required when a corporation reports total assets of $10 million or more. Breaks differences into temporary and permanent, line by line.

Reconciliation

Either way

Blanc Tax determines which applies and produces it from your trial balance, every book-to-tax difference accounted for and traceable to a workpaper.

Schedule M-1 and M-3: FAQ

What is Schedule M-1 on Form 1120?

Schedule M-1 reconciles a corporation's book income (loss) to the taxable income reported on Form 1120, accounting for differences between financial accounting and tax.

When is Schedule M-3 required instead of M-1?

A corporation that reports total assets of $10 million or more on Form 1120, Schedule L generally must file Schedule M-3, a more detailed book-to-tax reconciliation, instead of Schedule M-1.

What is the difference between M-1 and M-3?

Schedule M-1 is a compact reconciliation. Schedule M-3 is far more detailed, separating each book-to-tax difference into temporary and permanent components, and is required for larger corporations.

How does Blanc Tax produce M-1 and M-3?

Blanc Tax walks book income to taxable income automatically from your trial balance, produces Schedule M-1 or M-3 as required, and traces every adjustment to a journal entry and a workpaper.

Book-to-tax, done right

Schedule M-1 and M-3, from your trial balance.

See how Blanc Tax reconciles book income to taxable income on your own data.