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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 at a glance–credit amounts, current status, and last edit– across companies
  • Switch between credits quickly

PREPARATION DETAILS

Faster workflow 

Optimized for how accountants work so you can see and manage all the credit information together. Make updates quickly as you get answers from your client. 

  • Finish credits faster with a consolidated view of the detailed questions our team needs to complete the credit and study
  • Manage and edit all compliance and business questions together
  • The flexible order allows you to fill out information as you receive it

WORKFLOW 

Manage  Expenses Across Projects

View and assign R&D activity across multiple projects in one simple view, no matter how many employees or expenses. 

  • Add additional expenses or edit expense details like location or job description in one click
  • Show clients the table layout to help them quickly allocate R&D activity across projects
  • Check expert guidance on each employee role to maximize defensibility  

WORKFLOW 

Add Technical Project Details Later 

We moved the technical project descriptions later so you can do all the rest of the credit while you’re still waiting on the client’s technical details.

  • Connect payroll and allocate R&D activity even if you don’t have detailed project info yet
  • Add in technical project details at any time

Next Month: TOP SECRET 

Stay tuned for an exciting feature that will make your life a lot easier.

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