Automated Partial Disposition Flags
Every Monday, WebRun reads new renovation capex in QuickBooks, runs the partial disposition calculator in KBKG against the building components a project replaced, works out the remaining basis eligible to write off, and sends you a Telegram list of the strongest partial disposition candidates.
How do I find partial disposition write-offs when a property is renovated?
Every Monday WebRun reads new renovation capex in QuickBooks, matches each project to the building components it replaced in the KBKG study, runs the partial disposition calculator to estimate the retired component's remaining basis, and sends you a Telegram list of the strongest write-off candidates, largest first, for a preparer to pursue.
- Renovations that retire a component are caught the week they post
- Remaining basis is estimated automatically, not left on the books
- The biggest write-off candidates surface first for a preparer to pursue
Built for cost segregation firms · CPA firms · real estate investors · tax preparers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - read renovation capex
- Open QuickBooks and find capitalized renovation and improvement costs added since last week
- Read the property, the amount, and what the project replaced or removed
- Skip routine repairs already expensed, keeping only capitalized improvements
Done when This week's capitalized renovations are listed per property.
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2
KBKG - run the partial disposition calculator
kbkg.com
WebRun opens KBKG to run the partial disposition calculator. - Open the property's study in KBKG and identify the components the renovation replaced
- Run the partial disposition calculator to estimate the retired component's remaining basis
- Rank each project by the write-off it would unlock
Done when Each renovation has an estimated partial disposition amount.
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3
Telegram - flag the best candidates
telegram.org
WebRun opens Telegram to flag the best candidates. - Send a short list of the strongest partial disposition candidates, largest write-off first
- Include the property, the replaced component, and the estimated remaining basis
- Keep it internal so a preparer can decide which elections to pursue
Done when You have a ranked candidate list in Telegram.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it make the partial disposition election?
No. WebRun estimates candidates and flags them for you. It never makes an election or files anything. A preparer reviews each candidate and decides whether to pursue the write-off on the return.
How does it decide a project is a candidate?
It pairs a capitalized renovation in QuickBooks with the building component that project replaced in the KBKG study, then uses the partial disposition calculator to estimate the retired component's remaining basis.
Will it double-count routine repairs?
No. It keeps only capitalized improvements and skips costs already expensed as repairs, so the candidate list reflects renovations that actually replaced a depreciating component.
Related templates
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