TaxFederal
R&D Tax Credit Study
Federal (and often state) credit for developing or improving products, software, or processes.
Are you a provider?
What it’s worth
Dollar-for-dollar credit against income tax (or up to $500k against payroll tax for eligible small businesses).
How often you need it
Claimed per tax year; can often be captured for open prior years.
What you provide
Provide payroll, project descriptions, and expense detail; ~3–6 weeks of provider work.
Risks to know
Documentation-sensitive; funded or non-U.S. work may not qualify.When it matters: At filing and on audit (Form 6765).
Helpful reading
- Federal income tax returns for the credit years
- Payroll records or W-2 wage detail for technical staff
- Project time-tracking exports, where kept
- Previously filed Form 6765, if the credit was claimed before
- General ledger detail for supplies and contract research costs
Ready to start?
Answer a short set of questions and send it anonymously.
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