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R&D Tax Credit Documentation Requirements

Source Advisors May 24, 2026

The Research & Development (R&D) Tax Credit can provide valuable tax savings for businesses investing in innovation. However, qualifying activities alone are not enough to secure the credit. Companies must also maintain adequate documentation to support their claim and demonstrate compliance with IRS requirements. As IRS scrutiny of R&D tax credit claims continues to increase, proper recordkeeping has become one

R&D

R&D Tax Credit Documentation Requirements

Source Advisors May 24, 2026

R&D

The R&D 4-Part Test: How to Determine Eligibility for the Research & Development Tax Credit

The Research & Development (R&D) Tax Credit is one of the most valuable tax incentives available to businesses investing in innovation. However, not every project qualifies. To determine eligibility, the IRS applies a framework known as the R&D 4-Part Test under Internal Revenue Code (IRC) Section 41. Understanding how this

Source Advisors May 7, 2026

R&D

R&D Tax Credit Documentation Requirements

The Research & Development (R&D) Tax Credit can provide valuable tax savings for businesses investing in innovation. However, qualifying activities

Source Advisors May 24, 2026

R&D

The R&D 4-Part Test: How to Determine Eligibility for the Research & Development Tax Credit

The Research & Development (R&D) Tax Credit is one of the most valuable tax incentives available to businesses investing in

Source Advisors May 7, 2026

washington business people working at table with laptop

Sales & Use Tax

What is a Reverse Sales & Use Tax Audit?

A Reverse Sales & Use Tax Audit (RSUTA) is a structured review of prior period purchase activity designed to identify

Kamal Shah, CPA April 16, 2026

R&D

TCJA Changes That Could Impact R&D

TCJA R&D Changes Explained Changes stemming from the 2017 Tax Cuts & Jobs Act (TCJA) have made the R&D credit even more valuable. One of the changes to the tax code from TCJA was the requirement to amortize all research expenses for tax years starting on or after January 1,

Deb Roth, CPA January 24, 2023

R&D

How to Qualify your R&D Tax Credit Provider

Our consultative approach sets us apart from other providers. It allows us to invest time in understanding clients’ history, current business direction and future growth objectives. Each year we re-evaluate a company’s ability to take the credit and provide ongoing recommendations to improve the R&D tax credit process. Our nationwide team of

Rachel Bishop, CPA February 10, 2022

Cost Segregation

Energy

Sales & Use Tax

The Usage and Management of Tax Exemption Certificates

What is a Tax Exemption Certificate? Tax exemption certificates are documents issued by taxing authorities, usually the states, that grant businesses exemption from certain taxes. These documents are issued as a certificate and must be presented to the taxing authority to claim the exemption. Tax exemption certificates are typically issued

Kamal Shah, CPA February 16, 2023

person calculating sales and use tax with calculator on table

Sales & Use Tax

What is the difference between Sales & Use Tax and Value Added Tax?

Sales and Use Taxes vs Value Added Tax Sales and use taxes in the United States and the value-added tax (VAT) used in most other countries have some similarities and differences. Similarities: Both sales and use taxes and VAT are indirect taxes, meaning that they are levied on the sale

Chris Vignone February 10, 2023