Your R&D credit process is about to get a lot easier! We've shipped bulk editing, performance improvements, and streamlined imports. Plus, see how Modern Treasury eliminated their painful engineering interviews entirely.
⚡ Faster Load Times: Cost/Wages pages now load in ~1 second (even with 1000+ projects/people)
✏️ Bulk Edit Everything: Set R&D % and capitalization % for multiple expenses at once
🔗 Smart JIRA File Import: Auto-map columns, fix formatting issues, and resolve missing data in one click
📁 Timesheets Support: Upload timesheets data to calculate R&D allocation.
Customer story: Modern Treasury
Modern Treasury controller Jen Yahiku and her team streamlined the R&D credit process using Neo.Tax, eliminating painful Engineering interviews and improving audit-readiness: "With Neo.Tax, there's much more detail to substantiate it.” Read more here.
1. Set R&D % in Bulk - One-click to set target R&D percentage for multiple expenses. System automatically distributes percentage across qualified R&D business components based on the proportion of qualified employee expenses.
2. Timesheets (Beta) - Upload Timesheets/Timetracking to calculate R&D expenses. Combine with unstructured documents to qualify R&D projects. Tailored for Manufacturing Industry.
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