Use Case

R&D Calculations


Transactions related to research and development are eligible for tax credits. However, the process of collecting and reviewing every transaction and applying manual adjustments is difficult and time-consuming.

Efficiency Gains

Analyze, organize and manipulate large amounts of data from multiple sources

Top-Line Growth

Get insight into the application of tax codes to R&D costs

Bottom-Line Returns

Replace spreadsheets with dedicated analytics, spend less time collecting transactions and devote more time to analyzing data


Business Problem

To accurately calculate the credit, tax accountants need to collect data on all R&D activities including staff hierarchies, wages, tax rates and time and materials allocated to R&D. Specifying and collecting the data manually from internal systems is time-consuming, especially when it comes to handling sensitive data from each group. Some tax professionals resort to their own end-user-developed applications (EUDAs) to perform calculations and allow for manual adjustments and allocations.

Alteryx Solution

Automating R&D calculations with analytics allows companies to review every transaction and maximize the tax credit. Operating on sources as diverse as HR data, expenses, tax rates and country data, analytics can follow staff/departmental hierarchies, allow for adjustments and perform complex calculations.

By automating R&D tax calculations, you can:

  • Increase efficiency, save time, and improve ROI
  • Increase consistency with how your company defines and captures Qualified Research Expenses (QREs)
  • Reinvest money saved into higher value projects
  • Increase visibility and accuracy in the R&D tax calculation process

Office of Finance Starter Kit Demo Video


Additional Resources

Starter Kit for Office of Finance
Learn More

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