Updated
Manufacturing Records and Equipment Decisions in Green Bay
Document how manufacturing equipment is used
Wisconsin's manufacturing sales tax exemption has specific requirements for machinery used exclusively and directly in manufacturing. Equipment serving another function does not qualify simply because it is inside a factory. We review the production role, purchase documentation, and exemption support rather than applying one tax treatment to every asset. Wisconsin sales and use tax guidance for manufacturers.
Keep property classifications current
Wisconsin's broad personal property exemption began with the January 1, 2024 assessment, but it does not eliminate every property tax question. Real property and specified exceptions still need review. We maintain equipment, improvements, and disposal records so the tax schedules reflect the asset's actual classification and history. Wisconsin personal property exemption guidance.
Compare capacity gains with financing and working capital
We model the machine's payments, installation, downtime, maintenance, and expected production benefit alongside the inventory needed for additional orders. Product or job margins help test whether the planned volume supports the investment. A financing approval alone does not establish how comfortably the business can carry the payments.
How we scope the work
We start with the decision or filing you need to complete, the entities and people involved, and the deadline. After reviewing the available records, we identify missing information and propose the services and deliverables. For ongoing work, we establish a close and filing calendar so bookkeeping, tax projections, and owner reporting use consistent information.
For an audit or other assurance request, bring the lender, grant, board, or regulatory requirement. We confirm the engagement type and applicable professional requirements before accepting the work.
CPA services for Green Bay clients
Equipment purchase tax reviews
Review asset use, timing, and exemption documentation.
Manufacturing accounting support
Reconcile assets, inventory, and product or job costs.
Capital purchase forecasts
Evaluate financing, capacity, and working-capital needs.
Green Bay CPA questions
Is every equipment purchase by a manufacturer exempt from Wisconsin sales tax?
No. The manufacturing exemption depends on the equipment's qualifying use and other requirements. Wisconsin distinguishes equipment used directly and exclusively in manufacturing from assets serving other functions. We review the purchase and its actual role before supporting an exemption.
How do Green Bay clients work with KAS?
We provide virtual service through secure document exchange, scheduled video meetings, and electronic signatures. The engagement defines the services, responsibilities, and deadlines; this service area does not represent a walk-in office.