REVIEW COPY / 03
Your clients do the work. You shouldn't have to reconstruct the record at tax time.
R&D Ledger helps clients document projects, technical work, people, costs, and evidence during the year, then delivers an organized record for your firm to review.
Your firm retains responsibility for eligibility, substantiation, calculations, elections, and filing treatment.
See the record your client can deliver
Open each section to review the project summaries, qualified-expense support, evidence references, open questions, and preliminary filing inputs included in the handoff.
- Confirm technical uncertainty statement for the packaging project
- Allocate contractor hours across shelf-life and batch projects
- Attach missing Q1 test photos to the shelf-life project
- Verify wage allocation percentages with payroll
- Review the evidence index for the batch-failure project
You make the tax determination. R&D Ledger helps your client bring you the facts.
A cleaner handoff starts before year-end
The client records the project while the facts are available. R&D Ledger keeps the supporting information connected. Your firm reviews the resulting record and makes the tax determination.
Your client documents
The client records the project goal, technical uncertainty, alternatives, tests, results, employees, contractors, expenses, and supporting files during the year.
R&D Ledger organizes
The platform connects the project activity, cost support, and evidence by company, project, and tax year, then prepares the information for review.
Your firm reviews
Your team evaluates the facts, resolves open questions, determines the qualified activities and expenses, and completes the calculation and filing work.
Review the packet your client can deliver.
Review the complete client handoff
The sample packet shows how project narratives, employee and contractor support, expenses, evidence references, documentation gaps, and preliminary filing inputs can be presented in one document.
- Project and business-component documentation
- Wages, contractors, and related costs
- Supporting evidence and experimentation records
- Review summaries and accountant-oriented workpapers
R&D Tax Credit
Review Packet
Built for controlled client documentation
Company-scoped access
Authenticated workspaces use company membership and role-based permissions to control access to client records and platform functions.
Controlled evidence access
Supporting files are stored privately and retrieved through authorized, company-scoped access paths.
Your firm keeps the tax judgment
R&D Ledger organizes documentation and review workflow. It does not determine eligibility, select qualified expenses, prepare the tax return, or guarantee a tax result.
Walk through a client handoff with us
We will show you what the client documents, what your firm receives, how open questions are surfaced, and where professional judgment remains with your team.