All posts · page 8
R&D preparation may become a necessity
By Stephen Yarbrough, Polk Advisors 5 min read As the legislative session gets later into the year, time is running out for Congress to reverse course on the capitalization of R&D that will go into effect in 2023… and just when you thought you were getting ahead on your...
Indiana Lawmaker Spearheads R&D Tax Credit Increase
Indiana Lawmaker Spearheads R&D Tax Credit Increase By Neo.Tax Team 2 minute read With backing from the National Association of Manufacturers, GOP Representative Jackie Walorski of Indiana put forward an amendment to the tax code that could mean serious increases in research and development tax credits for businesses. ...
Co-Founder Firas Abuzaid on Tackling Expenses
As a startup, there are countless lessons we’ve learned. In a sea of missteps and failures, the Neo.Tax team has grown. Making it even more exciting when we can pass some of what we’ve learned to those who might need a few tips and tricks. As many stories now...
What's New in July
By Neo.Tax Team 2 min read TEAM MANAGEMENT Collaborate with your team Invite and manage team members so you can securely scale your R&D business. Add team members to your firm quickly See all credits created by your team members automatically Remove access when someone leaves your...
What To Look For in Your R&D Tax Credit Software
Are You Still On The Fence About Which R&D Tax Credit Software To Use? So you’re thinking about the R&D Tax Credit, but some unsavory news about issues with R&D firms has you asking yourself if the service is even worth your time? Have no fear! We’re here to...
What's New In June
By Neo.Tax Team 5 min read With each update, preparing your R&D credit is faster and easier. DASHBOARD Introducing the Accountant Dashboard The new centralized hub allows you to view, manage and grow your R&D business. See everything you need to stay on top of R&D...
AICPA & CIMA Engage22 Recap
And just like that, AICPA & CIMA Engage22 is over… Luckily, this time around what happened in Vegas isn’t staying in Vegas. We’re giving you a quick recap of what you need to know from the week’s festivities. Engage22 delivers once again Amongst a sea of interesting discussion panels and...
How AI-Powered Technology Is Changing The Accounting Industry
by Taylor Schaude 5 min read “Disrupt” was the tech buzzword most associated with the 2010s. It neatly paired with the prevailing ideology of that era: the old, clunky incumbents were rusting over and a whole new wave of industry, powered by 1s and 0s, had arrived...
Infographic - Qualifying for the R&D Tax Credit
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How to File Your Form 8974: ADP Run
How to File Your Form 8974 with ADP Run Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. ADP requires you...
How to File Your Form 8974 and Form 941: QuickBooks
How to File Your Form 8974 and Form 941 with QuickBooks Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. Quickbooks...
How to File Your Form 8974 and Form 941: Zenefits
How to File Your Form 8974 and Form 941 with Zenefits Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. If you miss the filing deadline, you will need to amend that quarter’s payroll tax return. Zenefits...