Edit the settings of your study including project tabulation, assigned coordinators, due dates, and status.
Coordinator:
Select a name from the dropdown to assign a new coordinator to your study.
Project Tabulation:
Whether your business has hundreds of projects or only a few that are eligible for the R&D credit, the platform supports all study work.
For businesses with a single project, you can skip the project tabulation process and directly add projects for detailed interviews.
Show Credit Estimate:
Select whether you would like to display the study's credit estimate on the Study Overview and Dashboard pages.
Show Payroll Eligibility Questions:
Select whether you plan to use your R&D credit against your payroll instead of income. Turning on this feature with display the relevant payroll questions on the Business Update Page
For further information on credit utilization visit:
What is the difference between claiming the R&D tax credit against payroll instead of income?
Base Year Study:
Set your study as a Base Year Study if you do not intend to calculate or receive a credit for this study year.
Note: this option is only available when adding a new study.
Mark as Complete and Lock Study:
Once the study has been calculated and all documents have been delivered, mark the study as complete and lock it to ensure no further edits can be made.
Note: These options are also present on the Documents page.
