Taxstra • Planning worksheet • 2026-09-05

Seller Financing: Modeling Installment-Sale Taxes and Cash Receipts

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Payment component	Treatment to evaluate	Your records / questions
Principal	Basis recovery and gain under applicable method
Interest	Separate interest income
Recapture	May require recognition outside ordinary installment timing
Contingent amount	Additional contingent-payment rules

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.