AI-Ready Starter Kit
R&D Credit Calculation and Support
Extend your workflow outputs with AI analysis and identify eligible R&D activities and generate defensible credit calculations
Overview
This Starter Kit helps tax teams maximize defensible R&D credit claims by identifying qualifying activities consistently, capturing employee time allocations in a usable format, and assembling contemporaneous documentation throughout the year rather than reconstructing it at filing time.
In addition to core workflows, this kit includes guidance for effectively using AI tools alongside the workflows to enhance output.
What problem does it solve?
R&D tax credits depend on identifying eligible activities and supporting documentation, but these signals are often scattered across project records, payroll systems, and accounting data.
What’s included?
- Qualifying Activity Consistent Identifier. Identifies qualifying R&D activities using a consistent, documented methodology so the credit claim is complete and defensible.
- Employee Time Allocation Capture Formatter. Captures and formats employee time allocations to qualifying projects in a structure that feeds directly into the credit calculation.
- Contemporaneous Documentation Collector. Assembles supporting documentation for qualifying expenses throughout the year so the record is current at filing time rather than reconstructed.
- Controlled R&D Credit Calculation Workpaper. Performs credit calculations in a structured, reviewed workpaper so the computation is traceable and auditable from input to output.
- Audit-Ready Supporting Workpaper Builder. Structures supporting workpapers to meet IRS and external audit standards so the credit position is defensible from the first review request.
- Optional AI Guidance. Learn how to generate financial commentary using AI.
Extending your workflow with AI
This Starter Kit is AI-ready, meaning it’s designed to help you leverage AI tools more effectively with structured, analysis-ready data. With this Starter Kit, you can:
- Prepare high-quality, structured data ideal for LLMs
- Apply AI tools more effectively and consistently
- Combine deterministic analytics with generative AI for enhanced outputs
How it works:
- Build and run the Alteryx workflow to prepare and analyze your data
- Export structured outputs
- Use the included guidance to input results into your preferred LLM
How to use this Starter Kit?
After downloading, you’ll be redirected to our How to Use Starter Kits page for step-by-step guidance on installing, locating, and exploring Starter Kits in Alteryx.