Reasonable Compensation Analysis Report
Canva Template for Tax Pros + Bookkeepers
Deliver professional, audit-ready Reasonable Comp reports in minutes, not hours. 
 
If you’re offering S-Corp advisory (or you want to), this is the template your workflow has been missing. No more blank-page anxiety. No more ugly spreadsheets. No more “I’ll send you a summary later” because your report isn’t ready. This template helps you deliver a polished, client-ready Reasonable Compensation Analysis every. single. time.
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Client Reasonable Comp Organizer


A clean, client-facing intake form covering basic business details, industry, and role breakdown 

 Guided questions to capture weekly tasks, hours, revenue-producing vs. admin work, and overall workload 

 A full experience + credential section (with conditional logic for advanced training, licenses, or certifications) 

 Space to gather profit expectations, accounting access, and current-year financial insights 

 Employee/contractor comparison questions to support IRS role-weighting 

 A compensation planning section to collect payroll frequency preferences and client constraints 

 A step-by-step video showing exactly how to use the organizer and integrate it into your Reasonable Comp workflow

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Reasonable Comp Analysis Report Canva TemplateA clean, client-ready Reasonable Compensation Analysis Report template built for tax pros and bookkeepers who want to level up their S-Corp advisory. Every page is already structured for you, so you can deliver a polished, defensible, easy-for-clients-to-understand report without spending hours formatting slides or rewriting the same explanations.
$97

Here’s what you get inside the template:


 A branded cover page so your reports always look professional  

 A salary recommendation summary page that breaks everything down clearly for clients  

 An IRS + case law page to help eliminate pushback and educate your clients on why this matters  

 An IRS factor checklist so your analysis mirrors the exact criteria the IRS uses 

 A salary range methodology page to plug in local, state, and national data + client role details 

 A market data and research page ready for BLS/Indeed/Salary.com screenshots

Plus two pages pros always need but rarely have built out: 

 A temporary market adjustment page (for when cash flow can’t support full market wages) 

 A cash-flow salary adjustment page showing the 60–70% of profit rule and how you arrived at your recommendation

  • Total payment
  • 1xReasonable Compensation Analysis Report Canva Template$97
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All prices in USD