R&D Tax Credit
Download your free R&D Tax Credit template to to personalize and use in your bookkeeping or accounting firm.
This template is designed to help you complete a R&D tax credit calculation and formsset.
It begins with the start date as the date of initial outreach and the due date 28 days later.
This is the process to complete a R&D tax credit calculation and forms which includes:
- Fact finding
- Checks & reviews
- Form prep
This template does not include report generation. This process is for new clients only. If needed for existing clients, duplicate the work template and remove the first few sections that are for evaluation and to secure the engagement letter.
Download the Template
Download your R&D Tax Credit template now.
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Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling