For CPAs and Tax Professionals

If your clients are claiming the federal R&D tax credit, TaxCredit4U gives you a faster path to reviewing their claims.

What TaxCredit4U does

Our platform handles the labor-intensive parts of R&D tax credit studies:

• Data collection — clients upload payroll records, project descriptions, contractor invoices, and supply costs directly into the platform
• Data extraction — the software automatically extracts employee names, compensation, project details, and expense categories from uploaded documents
• QRE computation — qualified research expenses are calculated under both the Regular Research Credit (IRC §41(a)) and the Alternative Simplified Credit (IRC §41(c)(5)) methods
• Form generation — a pre-filled IRS Form 6765 is produced with all line items populated
• Technical narrative — a detailed report is generated for each qualifying project, documenting how it satisfies the four-part test

The CPA review portal

Your client can grant you reviewer access directly from their portal. As a reviewing CPA, you can:

• View your client's claim and its current status
• Review the generated Form 6765 and Technical Narrative Report
• Examine the credit calculations and methodology used