tag-my-rd-spend

Classify R&D spend for Section 174 by bucketizing qualified wages, supplies, cloud leasing, and contract research, then allocating amounts across projects to generate a Form 6765 compliance report. This process organizes your ledger and payroll data into audit-ready documentation.

Allocate qualified research expenses across multiple projects by linking your payroll source and ledger transactions, allowing the system to spread the categorized amounts. If no project list is provided, amounts default to an Unallocated R&D bucket for your tax preparer.

Linked payroll records are required to calculate R&D tax credits when you have employees, as qualified wages are a primary IRS category. The system reads these payroll sources alongside ledger transactions to determine eligibility and accurately bucketize spend.

R&D expense classification excludes non-qualifying costs like routine analytics, post-release fixes, and funded research by flagging them with audit notes. These exclusions provide citations so your tax preparer can review the judgments made during the compliance documentation process.

You can use ledger transactions alone for R&D credit documentation, as accounting integration is optional while payroll linkage is required. The system reads available ledger context files to determine tax year eligibility and writes a year-specific compliance report.

The R&D credit support breakdown outputs a year-specific compliance report detailing IRS-category bucketing and project-level allocations, and appends an indexed entry to outputs.json. This format provides your tax preparer with the audit-ready documentation needed for Form 6765.