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R&D Tax Credit Calculator

Estimates eligibility and amount for the federal research and development tax credit

Total qualifying research and development expenses

Average of prior 3 years QRE, or leave blank for simplified calculation

Estimated R&D Tax Credit

Enter research expenses to see estimated credit

Effective Credit Rate

Credit as a percentage of qualified expenses

Frequently Asked Questions

What qualifies as R&D for the tax credit?

Activities that develop new or improved products, processes, software, techniques, or formulas. The work must involve technological uncertainty, a process of experimentation, and be technological in nature. It does not need to succeed to qualify.

Can small businesses claim the R&D credit?

Yes. Small businesses (under $5M revenue, less than 5 years old) can apply up to $500,000 of the R&D credit against payroll taxes instead of income taxes. This makes it valuable even for startups without taxable income.

What expenses qualify for the R&D credit?

Qualified research expenses include employee wages for R&D work, supplies used in research, contract research costs (65% of payments to third parties), and cloud computing costs for research activities.