Neo.Tax Help Center

Connect your ticketing, payroll and accounting data to Neo.Tax and learn how it calculates the R&D credit and capitalized software.

Connect your data

Step by step guides for each system Neo.Tax reads from.

Connect ticketing data

Connect Jira Connect Jira Cloud to Neo.Tax over OAuth, using a user that can read the projects you want analyzed.

Connect Linear You can connect Linear either directly through oAuth (easier) or by creating an API token (more control).

Connect GitHub with the GitHub App To connect GitHub to Neo.Tax, you will install the Neo.Tax GitHub App on your GitHub organization.

Connect GitHub with a personal access token Connect GitHub to Neo.Tax with a personal access token.

Connect GitLab To connect GitLab to Neo.Tax, you'll create a bot user in your own GitLab with read-only access to the group you want Neo.Tax to analyze, and paste its access token into Neo.Tax.

Export tickets from Jira If your organization uses JIRA and cannot connect via API, you can export the data from JIRA and upload it to the Data Sources page in Neo.Tax. Export tickets from Azure DevOps If your organization uses AzureDevOps, you can export the data from ADO and upload it to the Data Sources page in Neo.Tax. Export Azure DevOps tickets with Power BI This guide provides an alternative to our manual workflow for exporting tickets from ADO. Export timesheets If your team tracks effort in any timesheet or time-tracking system like ClarityPPM, Oracle Time and Labor, Smartsheets, AdobeWorkfront, Deltek, or other system, you can easily export that time data to Neo.Tax to calculate your R&D allocations. Project management best practices We’ve built Neo.Tax to handle your data no matter how messy it is. Export tickets from other systems Export the complete set of tickets/tasks or other timetracking for the tax year with all available columns.

Connect payroll data

Upload payroll data Wage QREs can be connected directly or uploaded via CSV as well through a template. Anonymize payroll data Hide salary data from non-financial users by setting each user's role level. Connect Workday for payroll data You can connect Workday via API to pull in salary information for the R&D credit.

Connect accounting data

Fix Excel and CSV upload errors Common errors for an Excel or CSV upload and how to fix them. Export vendors from NetSuite Export vendor spend from NetSuite with the Purchase by Vendor Summary report and upload it to Neo.Tax.

Connect knowledge base data

Upload your knowledge base Neo.Tax can ingest your internal knowledge base—engineering wikis, design docs, technical blog posts—to strengthen the documentation behind your engagement.

Login configuration

Set up OIDC login Before beginning the setup process with Neo.Tax, ensure your Identity Provider is properly configured. Set up SAML login Before beginning the setup process with Neo.Tax, ensure your Identity Provider is properly configured.

Inviting & managing access

Invite team members Invite team members to Neo.Tax and control what each of them can see. User roles and permissions Neo.Tax now supports three different permission levels along with company access control (only applicable to accounting firms).

How Neo.Tax works

How Neo.Tax allocates time and cost, and what it puts in front of a reviewer.

R&D tax credit

R&D credit walkthrough Move tickets, merge projects, and create projects Create projects without project management data Work without a project tracking system Generate R&D narratives from documents Review R&D disallowances Fill out R&D narrative fields Edit R&D allocations Set a target R&D percentage Use the R&D export How R&D time allocations work How supervisor R&D is calculated R&D credit methodology for auditors

Software capitalization

ASC 350-40 walkthrough for auditors Close process and timeline Lock a period Approve projects Match projects for ASC 350-40 Connect Workday for HR data Jira hierarchy options Ticket inclusion rules and locking Jira sync FAQ Manage tickets with Jira hierarchy How allocation percentages work Edit capitalization allocations Set capitalized percentages for senior employees Automated capitalization and milestones How capitalization milestones are identified Set and edit capitalization milestones

What's new

See all release notes .

Get help

Email support@neo.tax.
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