Saving tax dollars with the R&D tax credit is a game-changing tax incentive.
Properly documenting your qualifying activities is foundational to the process.
This free, downloadable checklist helps you evaluate your current R&D tax credit documentation process in under 10 minutes.
What's Inside the Checklist?
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🔍 Process and Project Documentation Requirements
Know exactly what the IRS and state auditors expect to see—broken down simply.🕒 Time Tracking Best Practices
Confirm your hours are allocable and aligned with the four-part test.📁 Fixed Base % Artifacts to Collect and Retain
Learn how to ensure your fixed base methodology won’t break under scrutiny.💡 Presentation Tips
Can your documents stand on their own—without a CFO walkthrough?
Who is this for?
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CFOs and VPs of Finance at innovative problem-solving companies
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Controllers responsible for financial compliance
- Anyone preparing or reviewing R&D tax credit documentation
Download the Checklist + Register for the Webinar
Acena Consulting’s team of R&D tax experts can help your business or your clients’ businesses optimize R&D tax credit opportunities. Contact us today for an initial consultation with one of our onsite tax specialists.
