1. Help Center
  2. Basics of an R&D Study

The Study Overview Page

From here you can access the sections of your study, observe your study status, and view your credit estimate.

This is the main page for each individual study year for your business. The various parts of this page from the top down are:

Study Settings:

Click the pencil icon to access your study's settings modal.

Credit Estimate:

Once calculated, here will be displayed our estimate for what we expect you will receive for your R&D credit.

Status:

The current status of your study. For further information on study statuses go to Progress Tracking.

Study Help:

Use this panel if you have any questions or to speak with a tax expert.

The Study Sections:

Complete steps 1-4 before submitting your study for review. Once complete, the completion circle next to each section will show a white checkmark.

  1. Business
  2. Projects
  3. Expenses
  4. Documents
  5. Expert Review

Calculations:

Here, your service provider will calculate your credit once all initial data has been collected and your submission has been accepted.

Summary:

Once your credit has been determined, visit this section to see a breakdown of how your credit was calculated.

Study Overview