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California Small Business Guide
How It WorksGet the Best RatesDo I Qualify?CostsTax CreditICHRA / QSEHRAHow to Set UpGroup vs Individual

Small Business Health Care Tax Credit (2026)

Key Takeaways
  • The credit can be worth up to 50% of the premiums you contribute for employees (35% for tax-exempt employers).
  • To qualify: fewer than 25 full-time-equivalent employees, average wages below a set threshold, and you pay at least 50% of employee premiums.
  • You must buy coverage through Covered California for Small Business (CCSB/SHOP) to claim it.
  • The credit is available for two consecutive tax years.
  • The smaller and lower-paid your workforce, the larger the credit — it phases out as you grow.

The small business health care tax credit can meaningfully offset the cost of covering your team — up to half of what you contribute. If you're a smaller employer, it's worth understanding whether you qualify. Here's how it works.

How Much Is the Tax Credit Worth?

Up to 50%

For-profit employers can get a credit worth up to 50% of the premiums they pay toward employee coverage. Tax-exempt (nonprofit) employers can get up to 35%.

Two years

The credit is available for two consecutive tax years once you begin claiming it through the SHOP/CCSB marketplace.

Who Qualifies for the Credit?

RequirementDetail
Company sizeFewer than 25 full-time-equivalent (FTE) employees
Average wagesBelow an annually-adjusted threshold (roughly in the mid-$50,000s per FTE)
Employer contributionYou pay at least 50% of employee-only premium costs
Where you buyCoverage purchased through Covered California for Small Business (CCSB/SHOP)

The credit is largest for the smallest, lowest-wage employers and phases down as company size and average wages increase. Exact thresholds adjust yearly.

The credit favors small and family businesses

The math rewards exactly the businesses we specialize in. The fewer employees you have and the lower the average wages, the larger your credit — a very small business paying modest wages can capture the full 50%. It phases out as you approach 25 FTEs or higher average wages. For a 2–10 person business, this can be substantial. We help you determine if you qualify and structure your plan through CCSB to claim it — free.

How Do I Claim It?

To claim the credit, you buy your group coverage through Covered California for Small Business (CCSB) and then claim the credit on your business tax return (IRS Form 8941). Because the eligibility rules and the CCSB enrollment need to line up, it helps to have someone who knows both. We handle the CCSB setup and coordinate so you're positioned to claim the credit. See how to set up group coverage or get a free quote.

Tax matters are specific to your situation — consult your tax professional to confirm your eligibility and credit amount.

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We'll help you determine if your business qualifies for the small business health care tax credit and set up coverage through CCSB to claim it. Up to 50% of your contribution. No cost.

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Frequently Asked Questions
▸ What is the small business health care tax credit?
It's a federal tax credit worth up to 50% of the premiums a for-profit employer pays toward employee health coverage (up to 35% for tax-exempt employers). It's designed to help smaller businesses afford to offer health insurance. To claim it, you buy coverage through Covered California for Small Business (CCSB/SHOP).
▸ Who qualifies for the small business tax credit in California?
To qualify, you generally need fewer than 25 full-time-equivalent employees, average annual wages below a set threshold (adjusted yearly, roughly the mid-$50,000s per FTE), you must pay at least 50% of employee-only premiums, and you must purchase coverage through Covered California for Small Business. The credit is largest for the smallest, lowest-wage employers.
▸ How much is the small business health care tax credit worth?
For-profit employers can receive a credit worth up to 50% of their premium contributions; tax-exempt employers up to 35%. The exact amount depends on your number of employees and average wages - it's largest for very small, lower-wage businesses and phases out as you approach 25 full-time-equivalent employees or higher average wages.
▸ How do I claim the small business health care tax credit?
You purchase your group coverage through Covered California for Small Business (CCSB), then claim the credit on your business tax return using IRS Form 8941. The credit is available for two consecutive tax years. We help set up your CCSB coverage so you're positioned to claim it; consult your tax professional to confirm the amount.
▸ Is the tax credit available if I buy insurance outside CCSB?
Generally no - to claim the small business health care tax credit, you must purchase coverage through Covered California for Small Business (the SHOP marketplace). If you buy directly from a carrier outside CCSB, you typically can't claim this particular credit, though your premium contributions may still be tax-deductible as a business expense.
The information above is general guidance about California small business health insurance and may change as rates, plans, and rules are updated each year. It is not a substitute for personalized advice. For current, personalized guidance, please contact us, email help@calhealth.net, or call 800-320-6269. Serving California since 1994.
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