01
Clearer qualification
Understand which activities and workstreams may support an R&D credit review.
R&D credit
R&D credit support without the last-minute scramble.
If your team is building, testing, or improving software, products, or processes, TaxBowl helps turn that work into a documented credit review instead of a last-minute guess.
Credit review Qualifying work documented.
Eligibility Assessment for qualifying activities
Evidence Documentation organized around the claim
Filing Credit work coordinated with filing needs
WHAT THIS FIXES
Too many companies leave credits on the table because nobody owned the evidence.
The team is not sure which projects, costs, or activities may qualify.
Technical work exists, but documentation is scattered across tickets, tools, payroll, and memory.
The credit process is disconnected from bookkeeping, payroll, and tax filing work.
OUTCOMES
A stronger credit review starts with clearer evidence.
02
Better documentation
Organize project, payroll, and expense support in a way that is easier to review.
03
Tax-aligned execution
Coordinate the credit with the filing process and the broader tax picture.
WHAT IS INCLUDED
What R&D credit support can organize.
A structured review process for the activities, costs, and documentation behind the credit.
- Eligibility assessment for research and development activities
- Project and workstream review for qualifying efforts
- Payroll, contractor, and expense documentation coordination
- Credit calculation support and review materials
- Filing coordination with the broader tax engagement
HOW IT WORKS
A practical path from eligibility review to filing support.
Assess eligibility
We review the work performed, technical uncertainty, development process, and cost categories.
Organize evidence
Documentation is gathered around projects, people, time, expenses, and decision records.
Coordinate the claim
The credit work connects back to tax filing, planning, and the records needed to support the position.
The best R&D credit work makes the technical story, the costs, and the tax position clear enough to review together.
Best fit
Companies building or improving products, software, processes, or technical capabilities.
Not a fit
Teams that need a guaranteed credit amount before eligibility and documentation are reviewed.
Ready when you are
See whether your work may qualify.
Share what your team has been building and we will help identify the right review path.