Enter the legal entity name for the company claiming the R&D tax credit. This should be entered as shown on the tax return. 

Select the industry that best represents your company from the provided list or choose the closest match. Selecting the appropriate industry or the closest match is important for us to gain a comprehensive understanding of your business activities during our review process.

Enter the address of your company's primary office location on your tax return. This information is important for accurate record-keeping and effective communication regarding tax-related matters.

The IRS requires the inclusion of a start date for a company to assess its eligibility for the start-up small business payroll tax offset. Moreover, this information plays a crucial role in various aspects of the calculation process to determine the final credit amount.

To qualify companies for the start-up small business payroll tax offset, the IRS mandates the determination of the development start date.

In order to accurately assess the appropriate credit method and filing process for this study, the following information is needed. This data will enable us to make informed decisions regarding the filing of the return.

If Yes, be sure to include the date of the return.

If Yes, be sure to answer the following questions:

This information can be found on Form 6765 (if filed on the original return). Select Section A or Section B if this was completed on the original tax form. We would like to know this information to prepare the tax forms appropriately.

Select 'Yes' to this question if line 17 or line 34 was marked as 'Yes' on the original tax form 6765.

You may see this question when completing the filing information portion of your study. We may make an adjustment when computing the R&D credit for the 2021 tax year.