The RetroacDev Workflow

1. Integrate

RetroacDev integrates with GitHub, Bitbucket, and other version control systems that software engineering teams are already using to collaborate. RetroacDev's R&D Tax Credit calculations and documentation are driven by actual software engineering data that is constantly being created throughout the tax year, not off-the-top-of-the-head estimates reported a year later.

2. Automate

Using version control data, RetroacDev algorithmically determines how much of a software engineering team's work met the IRS criteria for Qualified R&D Activity.

Not tracking time? RetroacDev can determine how much of each developer’s time was spent on each software project.

3. Review

Claiming the R&D Tax Credit is equal parts art & science. We provide users with our best estimates based on the data imported, and let users make the final determination of how aggressive or conservative a tax credit to claim.

4. Report

The IRS requires companies to have contemporaneous documentation that proves they were engaged in Qualified Research Activities. RetroacDev generates robust documentation for the entire tax year to support the company's R&D Tax Credit calculation.

Features

Send surveys, not interviewers

Email surveys to your clients' project managers, asking them to describe the projects they worked on. Customize the surveys or use our prepackaged questions covering the Four-Part Test and commonly excluded activities.

That survey data is fed straight into the Qualified Research Expense calculation.

Let robots handle the nitty-gritty

RetroacDev calculates each employee's Qualified Research percentage. Add in payroll data and voila: you've determined the bulk of total Qualified Research Expenses (QREs).

Our calculators automatically handle details like rounding up 80%-ers to 100%, deducting 35% from 1099 contractors, and getting state-by-state totals.

Document everything, access it anywhere

Keep all your calculations, surveys, supporting documents, and completed reports in an organized, online repository.

Generate as many full digital reports as you want.