R&D Tax Credits
Evidence, connected. Qualification, professional.
Institution coordinates the evidence graph, projects, activities, personnel, records, and expense linkage, and prepares the package for review by an appropriately licensed tax professional.
What counts as evidence
Layer 1
Projects
- · Product platform
- · New capability
- · Infra R&D
Layer 2
Activities
- · Design
- · Prototype
- · Test cycles
Layer 3
Personnel
- · Engineering
- · Product
- · Applied research
Layer 4
Records
- · Time notes
- · Source control
- · Test artifacts
Layer 5
Expense linkage
- · Payroll allocations
- · Contractor invoices
- · Cloud spend
Professional review + filing
The evidence graph is prepared for review by a licensed tax professional. Institution does not opine on qualification.
Evidence layers
What we coordinate.
Projects
The initiatives that potentially qualify for R&D treatment.
Activities
Design, prototype, and test work performed within those projects.
Personnel
The engineering, product, and research contributors involved.
Records
Time notes, source control history, and test artifacts.
Expense linkage
Payroll allocations, contractor invoices, and cloud spend tied to the activity.
How the year runs
A coordinated evidence cadence, not a filing-week scramble.
- 1Baseline the projects and activities at the start of the year
- 2Capture time and expense linkage as the year progresses
- 3Assemble the evidence package before the tax cycle
- 4Hand off to a licensed tax professional for review and filing
- 5Preserve the archive with the return
Boundaries
What Institution does not do here.
- Institution does not determine qualification.
- Institution does not prepare or sign the return.
- Institution does not opine on tax positions.
- Institution does not guarantee a specific credit amount.
Frequently asked
- No. Institution coordinates the evidence. Qualification and filing are handled by an appropriately licensed tax professional.