Datasets / irs-soi-scorp

IRS Statistics of Income — S-Corp Returns

Aggregate financial data for all S-Corporation tax returns filed in the US, broken down by size of business receipts (revenue bands) and by industry (NAICS). The single richest public source of financial benchmarks for private small-and-medium businesses — covers revenues, deductions, net income, total assets, and liabilities for ~4.8M S-Corps annually.

irs.gov/statistics annual Updated May 21, 2026

Latest snapshot

Rows in latest snapshot

30

Last refreshed

May 21, 2026

Cadence

annual

Coverage

Tax years 1997–2017 (latest available in pub/irs-soi/); national; 12 receipt-size bands; 20+ industry groups

Total records

~4.8M S-Corp returns per year, aggregated into size × industry cells

Key fields

  • Number of returns
  • Total receipts
  • Total deductions
  • Net income (less deficit)
  • Net income
  • Total income tax
  • Ordinary business income (loss)
  • Total assets
  • Total liabilities
  • Receipt-size band
  • Industry (NAICS group)

Use cases

  • Net income margin benchmarks by revenue band ($1M–$25M = LMM)
  • Asset intensity (total assets / revenue) by industry — proxy for capital intensity
  • Deduction ratios — understand cost structure of businesses in a target sector
  • Count of businesses by revenue tier — quantify the LMM addressable universe
  • Tax liability rates for S-Corp structures (useful in deal modeling)

Full table, history & downloads

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