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How to File Your Form 8974: Rippling
Education & Resources

How to File Your Form 8974: Rippling

How to File Your Form 8974 with Rippling Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. Rippling will help you generate Form 8974 and file it on your behalf. Some of the information below is sourced...

Neo.Tax
How to File Your Form 8974: Sequoia One
Education & Resources

How to File Your Form 8974: Sequoia One

How to File Your Form 8974 with Sequoia One 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. If you’re...

Neo.Tax
How to File Your Form 8974: TriNet
Education & Resources

How to File Your Form 8974: TriNet

How to File Your Form 8974 with TriNet Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. You must submit Form 8974 to TriNet within 2 months of the quarter’s close in which your Form 6765 was...

Neo.Tax
How to File Your Form 8974: Gusto
Education & Resources

How to File Your Form 8974: Gusto

How to File Your Form 8974 with Gusto Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached. Gusto requires an accountant’s assistance to set up Form 8974. Gusto requires that you submit the necessary information by the...

Neo.Tax
How to File Your Form 8974: Justworks
Education & Resources

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...

Neo.Tax
How To File Form 8974: ADP Total Source
Education & Resources

How To File Form 8974: ADP Total Source

How to File Your Form 8974 with ADP Total Source 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. If you’re...

Neo.Tax
Where’s my R&D tax credit?
Education & Resources

Where’s my R&D tax credit?

What happens after you file your R&D Tax Credit? If you’re wondering when you’re going to receive your R&D Tax Credit, the short answer is: it’s all down to when you, or your accountant, filed your income taxes and Form 6765. As we all know, dealing with the IRS...

Neo.Tax
You Filed A Tax Extension — Now What?
Education & Resources

You Filed A Tax Extension — Now What?

Tax Day has passed, and you decided to file an extension. The first thing to know is: you’re not alone. As Matt Metras, a tax specialist at MDM Financial Services told CNBC: “I’m filing more extensions than I ever have in my entire career this year.” But now that you’ve...

Neo.Tax
Neo.Tax is Selected for GGV's SMBTech 50 List!
Product & Company Updates

Neo.Tax is Selected for GGV's SMBTech 50 List!

This morning, the global venture capital firm GGV Capital announced their inaugural SMBTech 50, the first list to highlight innovative and growing startups that focus on serving small-and-medium-sized businesses (SMBs). We’re excited to share that Neo.Tax made the list and is the only tax startup included! GGV Capital researched...

Neo.Tax
How to File a Tax Extension for Your Business
Education & Resources

How to File a Tax Extension for Your Business

Tax Day is April 18, 2022! It’s fast approaching and you’re realizing you’re not going to be able to file in time. So, what are your options? And will it still be possible to claim your R&D tax credit? The R&D Tax Credit Looking like you can’t make the...

Neo.Tax
Debunking Tax Code Myths
R&D Tax Credits

Debunking Tax Code Myths

Everyone has advice for startup founders during tax season; here are some facts vs. fiction of the R&D tax credit. You’re feeling unsure if you should be studying up on tax credits. Tax season is always overflowing with things to do, and you’ve had friends, fractional CFOs, and others...

Neo.Tax
Which States Offer the R&D Tax Credit
R&D Tax Credits

Which States Offer the R&D Tax Credit

Learn about the State R&D Tax Credit, which States offer it, and if your Startup qualifies. We first built Neo.Tax because we saw that far too many innovative startups were failing to claim the money they were owed via the Federal R&D Tax Credit. Today, we’re excited to announce...

Neo.Tax