Every component, named
Each product, process, or software project claimed is listed with the uncertainty you set out to resolve.
Wages split three ways
Direct research, supervision, and support reported separately — per component, not one payroll total.
Expenses attached
Supplies and contract research allocated to the component that consumed them, reconciling at project level.
THE EXEMPTIONS
Two ways out — and one thing neither removes.
Qualified small businesses on the payroll tax offset are exempt, as are companies under both thresholds filing an original return. Neither exemption changes what an examiner can ask for — the documentation still has to exist.
Original return, under both thresholds
Exempt
QSB payroll tax offset
Exempt
QREs above $1.5M
Reports
Amended / refund claim
Reports
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