R&D Credit Documentation Checklist
Quick answer
Build evidence around individual projects, activities and expenses before seeking an estimate. A generic expense total is not a qualified-expense study.
Bring to your professional
- Project list, business component and technical goals.
- Uncertainties, alternatives, experiments and findings.
- Employee roles, supported time allocations and payroll.
- Supply invoices, contractor invoices and signed contracts.
- Prior-year QRE workpapers, returns and elections.
- Ownership, controlled-group and funding information.
Keep sensitive records off public web forms. Request the provider’s secure document-delivery process.
Primary source
IRS Instructions for Form 6765. Confirm how it applies to your tax year and circumstances before acting.