tag-my-rd-spend
CommunityBuild an R&D credit-ready spend breakdown.
Finance & Accounting#expense classification#compliance documentation#rd tax credit#section 174#ledger allocation#form 6765#payroll integration
Authorakiotanaka847
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps you classify and allocate qualified research and development (R&D) spend for Section 174 and potential federal R&D credit support, producing audit-ready documentation for your tax preparer.
Core Features & Use Cases
- IRS-category bucketing: Organizes qualified spend into the four IRS-style categories—qualified wages, supplies, cloud/computer leasing, and contract research at 65%.
- Project-level allocation: Spreads qualified amounts across your projects, or uses an “Unallocated R&D” bucket when you do not provide a project list.
- Exclusions with audit notes: Flags common non-qualifying items (like routine analytics, post-release fixes, and funded research) with citations so your tax preparer can review the judgments.
Quick Start
Tag your R&D spend for 2025 by linking your payroll source (if you have employees) and then asking for an R&D credit support breakdown that your tax preparer can use.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: tag-my-rd-spend Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#tag-my-rd-spend Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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