Step 1: Qualify
The tax rules state that to qualify your research activities you must pass the 4-part test.
Our wizard tool guides you to easily determine which of your projects qualify and explain the ones that don't.
Step 2: Track
The tax rules state that to qualify for the tax credit you must track your qualified research expenses ("QRE").
Our tracking tool tags employees, contractors, and supplies to R&D projects and tracks the your total qualified dollars.
Step 3: Claim
The tax rules provide many forms and instructions on how to calculate and claim the R&D tax credit.
Our calculator maximizes your R&D tax credit claim and pre-populates the tax forms that you can hand to accountant.