# Edit R&D allocations

Allocations can be edited individually or in bulk.

Allocations can be edited individually or in bulk.

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#### Allocating Individual Expenses

1. Click the R&D % for an expense
1. Move slider to adjust allocations

   - Note: Moving “Non-R&D Allocation” slider will adjust the allocations to projects automatically and proportionally 
1. Click save

#### Allocating Expenses in Bulk (via Excel)

1. Click “Edit in Excel”
1. Download current expense allocations
1. Adjust allocation % for one or multiple expenses via excel

   - Note: R&D qualifying projects are highlighted in green
1. Re-upload the excel file via the modal in Neo.Tax
1. Confirm that the changes have been applied to the expenses

### FAQs

1. **Question:** What does the “Non-R&D Allocation” slider mean? 

   **Answer:** If an expense cannot be allocated to any of the generated projects or was spent on non-R&D related activities, the “Non-R&D Allocation” slider accounts for that. For example, if the CTO spent 20% of his time on marketing activities, this would be counted as non-R&D activities.
1. **Question:** The % allocated to various projects doesn’t match the number in the “R&D %” column

   **Answer:** This is likely because allocations have been made to projects categorized as “174 only” or “None”. Only allocations made to projects that are “R&D Eligible” will be shown in the R&D % column.