The four-part test, explained with real fact patterns
Permitted purpose, technological in nature, elimination of uncertainty and process of experimentation — and what each looks like in software, manufacturing and life sciences.
Test your projects →Resources
Guides to the parts of the research credit that decide outcomes
Short, practical explanations of qualification, documentation, state programs and examination, each linked to a tool or service that puts it into practice.
Federal versus state: how the programs stack
Most companies can claim federally and in at least one state for the same work. Rates, refundability and deadlines differ sharply between states.
Compare programs →What examiners ask for first
Information document requests follow patterns. Knowing the first three requests tells you exactly which records to organise now.
Audit readiness →Documentation that survives staff turnover
Contemporaneous records captured from engineering tooling remove the dependency on the memory of people who may have left.
Documentation builder →Cash options for loss-making companies
The federal payroll tax offset, refundable state credits and transferable credit markets in states such as Pennsylvania and New Jersey.
Run the wizard →Preparing a research credit for diligence
Credits appear in diligence as both an asset and a contingent liability. What acquirers and lenders test, and how to be ready.
Risk assessment →Find out what your research actually qualifies for
A scoping conversation takes thirty minutes and costs nothing. You leave with a view on eligibility, likely credit range and the documentation you would need.