Stage one: the claim forms
- Form 6765 for the tax year. Section G lists the business components, which become your projects.
- The state credit claim form or schedule, where the state has a program.
- Prior-year Forms 6765, which support the base amount under the method elected.
Stage two: documents for each project
Each project has its own documents step and its own checklist. The eleven evidence categories are:
- Payroll and wage records
- Time tracking
- Project documents and plans
- Engineering tickets and commits
- Technical specifications
- Test logs and results
- Contracts and SOWs
- Supply invoices
- Employee work locations
- Entity and ownership records
- Prior-year returns
Each category ticks off as a matching file arrives. The same company records, such as the payroll register, can be added to every project. TaxTrex subscribers can add the project's position paper as a separate item.
Formats
PDF, Excel, CSV and Word files are accepted. On this site nothing is uploaded or sent: files stay in your browser and only their names are used.
Complete is not the same as sufficient
Note.A full checklist means every category has a file. It does not mean the file answers the examiner's question. That is what evidence scoring tests next.