Leverage Warehouse Automation Tax Savings | FORTNA

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Leverage Warehouse Automation Tax Savings: Discover How

Recent tax updates give warehouse and distribution leaders a major opportunity to improve the financial return on automation investments. Section 179 and 100% bonus depreciation allow qualified automation equipment to be expensed in the first year instead of being spread across multiple tax years. The result is stronger cash flow and a business case that’s easier to justify during capital planning.

To simplify the details, we created a one-page overview that explains the latest incentives.

What’s inside this guide?

See how the current tax incentives support automation projects, including:

  • How Section 179 and 100% bonus depreciation work
  • What equipment and software qualify
  • A real savings example
  • Why timing matters

 

Who is this guide for?

Built for leaders involved in automation strategy investment decisions:

  • Executives preparing capital plans
  • Operations and supply chain leaders
  • Finance teams evaluating automation ROI
  • Anyone building the business case for automation

 

Why does it matter today?

Automation is one of the most effective ways to increase capacity while lowering operating costs. With the current tax incentives, the financial return is realized much sooner, giving teams more flexibility to reinvest in growth.

FORTNA Can Help

FORTNA partners with distribution and fulfillment operations to design automation strategies, model tax-adjusted ROI and build business cases that support capital approval. Download the one-page financial overview to see how current tax incentives can support your next automation project.

Published/Updated 1/5/26