Guest View: Loving the R&D tax credit



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February 1, 2010 —  (Page 1 of 4)
Where is the bailout for the American software industry? When virtually every financial institution and automobile maker has their hand out waiting to see what the American government can do for them today, it may be helpful to take a closer look at what the government has already done.

The growth and success of a software company rests on its ability to be innovative and stay ahead of the curve. In 1981, in the wake of a recession, the U.S. Congress enacted a Federal tax credit designed to spur domestic investment in research and development. Why is that important to software developers? Because in the tax code, the development of software is defined as a qualified research activity.

Fortunately, since 1981, lawmakers have continued to update, expand, refine and renew the research and development tax credit, which is now one of the most lucrative tax credits available to the software industry. While this credit has been around for a long time, recent changes to the regulations that interpret the credit have helped to make it available to thousands of additional taxpayers. So do you qualify for the R&D credit? Are you taking the credit? If you haven’t taken it before, how do you get started?

If you are developing new or improved software features or functionality and go through a development process (agile, waterfall, prototyping, spiral, RAD, whatever), your activities most likely qualify.

For example, one of our clients designs and develops applications for the healthcare industry using the waterfall development methodology. It employs teams of programmers who develop their products and perform quality assurance tests. It also employs analysts, project managers and executives who assist in the concept development and testing of these applications, as well as supporting and supervising the teams. This client utilized the waterfall development methodology that began with a requirements definition, then moved on to specification, system and software design, implementation and unit testing, integration and systems testing, acceptance testing, and operations and maintenance.

The R&D credit requires that recipients satisfy four requirements or tests to qualify. First, you must develop a new or improved business component (e.g. software); second, your work must be technological in nature; third, there must be uncertainty; finally, you must engage in a process of experimentation. Let’s look at each of these requirements.



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Comments


07/07/2010 06:55:26 PM EST

Great for the tax professional, but the IRS requires data from the engineers and production managers - contemporaneously. Get the info out of the guys doing the work, and you have a solid R&D Tax Credit claim. However, these same guys hate to document! That's why we built Titan Armor a low cost, easy to use application designed for the guys getting the work done. See more (including pricing) at www.titanarmor.com.

United StatesBrian Lefever


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