All posts
Education & Resources

How to File Your Form 8974: Justworks

By Neo.Tax
How to File Your Form 8974: Justworks

**How to File Your Form 8974 with Justworks **

Summary:

  • The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached.
  • Some of the information below is sourced from Justworks and may not reflect their latest changes.

Steps:

  • First, file your income tax return with Form 6765 attached
  • Then, locate the Form 8974 generated by Neo.Tax, and complete Part 1 columns C and E using information provided in Form 6765
  • Reach out to your Justworks representative to review Form 6765 and Form 8974
  • Justworks will complete the rest of the credit filing process and apply the credit to your federal payroll taxes
READY TO TALK?

See Neo.Tax on your data.

Bring an engineering team and a payroll export — we'll show you what your R&D credit looks like.

Schedule a demo