R&D Tax Credit Substantiation & Evidence

 

The "Cash Back" Protocol.

Download the 2026 R&D Tax Credit Evidence Folder.

Claim Your Credit. Survive the Audit. Offset Your Payroll Taxes.

The Government Wants to Pay You for Coding.

If you are building software, you are likely doing "Qualified Research."
Under Section 41 of the Tax Code, you can get back up to 10 to 20 percent of your engineering spend.
For a startup spending 1 Million USD on engineers, that is a 100,000 USD check or payroll offset.

But there is a catch.
The IRS audits these claims ruthlessly. If you just guess a number ("Eh, let's say 80 percent of our time is R&D"), they will reject your claim and fine you.
You need Proof. You need Nexus.

The Legal Attorney R&D Evidence Folder is your audit defense system. It is a rigorous documentation framework that translates your engineering work into the specific legal language required by the IRS.

What You Get Inside the Kit:

I. The Master Evidence Protocol (Word)
A comprehensive internal compliance document. It walks you through the mandatory "Four-Part Test" (Section I) to prove your work is technological and experimental, not just "routine maintenance."

II. The "Technical Narrative" Generator
The IRS demands a story. You must explain the "Technical Uncertainty" you faced. This template gives you the exact sentence structures ("We faced uncertainty regarding X... We tested Y...") that satisfy the examiners.

III. The Wage & Contractor Log
A pre-formatted schema to track your QREs (Qualified Research Expenses). It handles the complex rules for Contractors (only 65 percent eligible) and Cloud Costs (only dev/test environments eligible), ensuring you don't overclaim and trigger an audit.

IV. The "Payroll Offset" Screener
Most startups don't pay income tax, so a tax credit seems useless. Wrong. This section helps you verify if you qualify as a "Qualified Small Business" (QSB) so you can use the credit to wipe out your Payroll Taxes (FICA) instead. Cash in hand, quarterly.

V. The Contemporaneous Documentation Checklist
You can't create evidence 2 years later. This checklist tells your CTO exactly what to save now (Jira tickets, Git commit logs, Slack exports) to bulletproof your claim for the future.

Why Founders Need This Specific Template:

I. It Bridges the Gap Between Devs and CPAs
Your CPA doesn't understand Kubernetes. Your CTO doesn't understand Section 41. This document speaks both languages, allowing your engineers to output the data your accountant needs to file Form 6765.

II. It Handles the "Internal Use Software" Rule
Software built for your own back office has a higher bar for qualification. This kit helps you distinguish between "Customer Facing" software (easier to claim) and "Internal Use" software (harder), preventing costly classification errors.

III. It Saves 5,000 USD in Study Fees
R&D Tax Credit specialty firms charge massive contingency fees (up to 25 percent of your credit). By organizing your own evidence with this kit, you can often use a standard CPA for the filing, saving tens of thousands of dollars.

Don't Leave Free Money on the Table.

Today's Price: $99 | Save over 30% off the $145 retail price.
(One-time payment. Instant Download. Fully Editable.)

(getButton) #text=(Buy Now) #icon=(download) #size=(1) #color=(#EB5406)

 

[ Alternative Payment Link]

(getButton) #text=(Alternative Link) #icon=(download) #color=(#123456)


[ Secure Checkout | Instant Access ] 
Trusted by 5200+ Founders


Frequently Asked Questions

I. Do I qualify if I failed?
Yes. In fact, "Failure" is the best proof of "Uncertainty." If you tried to build a feature and it didn't work, that is text-book Qualified Research. This kit helps you document those failures as assets.

II. Does this work for software?
Yes. While the law was written for labs, it applies perfectly to software engineering (backend, frontend, mobile, AI). It does not apply to routine bug fixes or cosmetic UI changes. Our "Four-Part Test" matrix filters these out for you.

III. Can I claim offshore developers?
No. Only work performed physically within the United States is eligible for the Federal credit. This kit includes a "Location Check" in the Wage Log to ensure you don't illegally claim international contractors.

Tags