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Getting Started

Begin your R&D study.
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Basics of an R&D Study

Explore different sections of an R&D study.
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Step 1: Business Update Page

Enter tax details about your business.
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Step 2: Projects Page

Import, test, and edit projects to complete your R&D study.
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Step 3: Expenses Page

Add expenses for the year on eligible R&D projects.
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Step 4: Documents Page

Generate and view final reports in PDF or Excel formats.
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Calculations Page

Maximize your credit using both the Regular and Simplified Methods.
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Glossary

View definitions of terms that are useful when completing R&D studies.
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Platform Release Notes

Read about new platform features and updates.
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