Who does what
| Finance | Engineering or R&D |
|---|---|
| Form 6765, the state form, prior-year forms | Project plans, specifications, kickoff materials |
| Payroll register, W-2 data, time records | Tickets, commits, test logs, design reviews |
| Supply invoices, contracts and SOWs | Who worked on what, and where |
| Entity chart, prior-year returns | A TaxTrex position paper, if the team completes the surveys |
Reading the result together
- Project questions are rated against each project's own documents, so the engineering lead for a project can see exactly which record is missing.
- Company-wide items are answered from the forms, so finance can clear them once for every project.
- The fix plan orders the work, and the projected score shows what closing a gap is worth.
What this is not
Note.The mock audit is not a shared workspace, does not connect to your payroll or ticketing systems, and does not include specialist sign-off. Files are uploaded by you; the result is reviewed by you and your advisor.