RBUNDLE RFP FORM Tax - IRS Monitoring IS YOUR BUSINESS ELIGIBLE? Does or should the business file income taxes in the U.S.? ? Yes No Has the company ever created, improved, or attempted to create or improve a product, software, or process and the process involved science (e.g. engineering, computer science, chemistry, etc.)? This is your Internal Business Information. * Yes No Was any of the creation or improvement work performed in the U.S.? * Yes No If successful, does the company maintain the right to use, without permission or payment, the creation or improvement? If unsuccessful, would the company have had that right? * Yes No If unsuccessful, did the company bear the financial risk of the failure? * Yes No What industry is the business in? You may leave this question blank. However, this information results in more accurate proposals from better fit providers. What does the business do? In your own words. You may leave this question blank. However, this information results in more accurate proposals from better fit providers. What is the business' year end? ? 12/3106/3001/3103/3109/30Other What is the business' year end? What Federal Income Tax Form does the business file? ? 1040 with Sch. C10411120S106511201120-A1120-H1120-L1120-F1120-C1120-REIT990990EZ990PFOther What Federal Income Tax Form does the business file? If the business files as a Partnership, is the business currently subject to the BBA Centralized Partnership Audit Regime?? Yes No Unsure If subject to the BBA, is the business able to provide the name of the company's Partnership Representative?? Yes No Does the business pay wages? * Yes No YOUR BUSINESS IS NOT ELIGIBLE FOR THIS SERVICE AT THIS TIME. Tax Filing Information What kind of legal entity is the business? ? C-CorpB-CorpClosely Held CorporationProfessional Corporation ( PC )S-Corp.General Partnership ( GP )Limited Partnership ( LP )Limited Liability Partnership ( LLP )Limited Liability Limited Partnership ( LLLP )Limited Liability Company ( LLC, LC, Ltd. Co. )Sole ProprietorshipNon-profit CorporationTrustOther What kind of legal entity is the business? What year was the business formed? * ? Yes No Years Available For Tax Credit This table is populated based on the information above. Please correct either the Tax Year or Entity type as needed. The tables below reference this first table and will reflect any corrections made to the tax years in this table. In the past, has the business filed for Federal R&D Tax Credit (Form 6765)? Yes No Information From Previously Filed R&D Tax Credits (Form 6765) Ability To Utilize The Credit Benefit Allocation And Scope Of The Service Education For Future Questions For purposes of this credit, R&D is any process of experimentation to discover information or reduce uncertainty in an area of hard science (e.g. engineering, computer science, chemistry, etc.) in order to create or improve a product or process used in trade or business. Very often the physical or digital creation of a product involves R&D if the process took multiple attempts. I acknowledged reading the above description and will answer the following questions based on my understanding of R&D. I also acknowledge that I can contact Rbundle at info@rbundle.com for additional questions. * Yes Qualitative Analysis Of R&D Activity Quantitative Analysis Of R&D Activity Determinations of Regular Credit Base, Qualified Small Business, and Eligible Small Business Notes (Optional) NEXT STEP - Download your above answers to an RFP Form (excel) Save Progress Request Proposals If you are human, leave this field blank.
