Pass the 90% asset test, every testing date, for $99 a month.
QOF Tracker runs the Qualified Opportunity Fund asset test, the QOZB sub-tests and the penalty math, works out each investor's 2026 inclusion, and gives you Form 8996 and 8997 worksheets your preparer can file from. Built for fund sponsors, controllers and the CPAs who file for them.
No card required. Unlimited QOZBs, investors and users per fund.
What it does
Investor inclusion for 2026
A ledger of each deferred gain with the 180-day window check, 10% and 15% step-ups, mixed-funds splits, the fair-market-value cap and a printable worksheet per investor.
90% investment standard
Finds your testing dates (short first years, fiscal years), applies the 6-month new-capital exclusion, averages the dates and shows exactly how much must move into QOZ property.
§1400Z-2(f) penalty
Computes the monthly penalty with the IRS underpayment rate for each month, matching Form 8996 Part IV, every rate shown.
QOZB tests
70% tangible property, 50% gross income, 40% intangibles, under-5% nonqualified financial property and the sin-business bar, per business.
Substantial improvement
Tracks the 30-month clock and basis additions for each building, including the 50% rural rule under OZ 2.0.
Deadlines and worksheets
Testing dates, Form 8996 due dates with extensions, proposed statement dates, and Form 8996 and 8997 worksheets.
How it works
- 1
Add the fund
Entity type, year end and the month QOF status began. The testing dates are worked out for you.
- 2
Enter values on each testing date
Total assets and QOZ property. The 90% result, shortfall and penalty update immediately.
- 3
Hand over the worksheets
Form 8996 for the fund and Form 8997 for each investor, printable or as CSV.
Pricing
or $999 per fund per year
- Unlimited QOZBs, investors and users
- Every tax year kept, with history
- Investor portal links
- Form 8996 and 8997 worksheets
- Email support
How that compares
Opportunity-zone compliance is usually bought as a coaching subscription (from about $395 a month), as quote-only fund-administration software, or as Big 4 advisory hours. QOF Tracker is the calculation layer on its own, priced for single-asset and small multi-asset funds.
See it with real numbers
The demo fund has two testing dates, two QOZBs, a building under improvement and three investors with 2026 inclusions.