Review a complete sample R&D workpaper packet
Follow four product and process projects from the underlying technical work through cost support, evidence, open review items, and preliminary filing inputs.
This packet uses fictional company data for demonstration. It does not determine eligibility for an R&D tax credit and is not a substitute for review by a qualified tax professional.
Inside the Hill Country Hearth Foods packet
The sample follows a fictional bakery working through shelf-life, batch consistency, ingredient, packaging, and production questions. The familiar setting makes it easy to see how ordinary product and process work can produce useful technical records.
- 01
Shelf-life improvement
Testing ingredient and process changes intended to keep products fresher for longer.
- 02
Batch failure reduction
Recording failed batches, production conditions, and the adjustments made to improve consistency.
- 03
Ingredient and recipe testing
Comparing ingredient ratios, substitutions, processing methods, and results across product trials.
- 04
Packaging and process changes
Evaluating packaging materials, workflow changes, and production controls that affected product quality or performance.
What the packet contains
- Company and tax-year overviewP. 01–02
- Project and business-component summariesP. 03–10
- Employee, contractor, and expense supportP. 11–18
- Evidence references and review notesP. 19–22
- Open documentation and review itemsP. 23–24
- CPA handoff and preliminary filing inputsP. 25–26
See how your own project record would come together
Bring us one recent project and we will show you where the technical work, people, costs, evidence, and review questions belong.