The R&D Tax Credit Is Hard Until You Build Documentation Like This - Episode 08
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The R&D Tax Credit Is Hard Until You Build Documentation Like This - Episode 08
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The 3-Folder R&D Tax Credit Documentation System (Built for IRS Audits + Form 6765 Section G)
The episode explains why many R&D tax credit studies fail audit scrutiny because they produce only a form number without substantiating documentation or coordination with the company CPA, using a pre-revenue tech company example where a $50,000 “study” delivered $0 benefit and missed a true ~$150,000 credit by understating qualified wages. It introduces a simple three-folder (or tag) system built from documentation companies already have—Jira, architecture docs, Slack, emails—to meet the IRS four-part test: (1) conceptualization/design for permitted purpose, (2) technical challenges for technical uncertainty and process of experimentation, and (3) testing/validation to close the loop. It also previews tax year 2026 Form 6765 changes adding Section G requirements (project disclosures, supervision/support breakdowns, and expense category detail), outlines what an audit/IDR process looks like, and stresses that proper contemporaneous documentation reduces risk, interest, and penalties.