CONNECT . AUTOMATE . CAPITALIZE

Automating Software
Capitalization

Neo.Tax eliminates the pain of software capitalization by automatically determining your projects and calculating effort from your project management data. No more messy spreadsheets or bothering the engineering team for estimates every month.

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The data already exists–that’s where we come in.

We believe your engineers should be developing products, not wasting hours every month estimating their hours and tagging tickets.

CEO Explains GAAP Capitalization

Neo.Tax

Over $1.3B Saved

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Comments

Thank you to the entire Neo.Tax team for making us smarter

Taxes are already complicated...now this. Thanks for making it easy!

I didn’t know that they have changed the law! I will definitely use your software!

This means my company is still eligible! That’s great

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A Simple Guide to GAAP Capitalization

Neo.Tax

AUTOMATING CAPITALIZATION FROM YOUR DATA

Neo.Tax’s Solution

1 Connect . your project management data
2 Then . Automatically determines your projects and effort per person
3 Export the results to have . Capitalize for this month/quarter/year

CONNECT

AUTOMATE

CAPITALIZE

PeopleTicketsProjectsResearch PhaseApplication DevelopmentMaintenanceCapitalizeExpense

PEOPLE

PAYROLL &
ACCOUNTING

employee salary & benefits + contractor costs

TIME

PROJECT
MANAGEMENT

tickets and/or pull-requests representing development effort

EFFORT

PROJECTS

employee (and all*) costs grouped by project* including non-wages costs

MILESTONES

PHASES

project costs separated by phase

MAGIC

CAPITALIZATION

capitalized cost per project export to journal entries and track schedule

How Neo.Tax does it?

CONNECT | Ticketing

Connect your ticketing / project management system. It doesn’t matter how messy your data is - we can process it into the right set of projects!

AUTOMATE | Projects & Milestones

Neo.Tax magically groups those tickets into Projects and calculates how much time each person spent on each project. Review time allocation and confirm project milestones to wrap up.

CAPITALIZE | Export

Download audit-ready report that matches instantly to payroll for final journal entries. Includes super granular tickets by person to make your auditor happy.

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Output

NeoTax generates everything you need to close the month/quarter and be ready for your annual audit.
‍

Projects: Generate a complete list of projects your time worked on in the export window, with full detailed descriptions
Effort: Neo.Tax’s calculates effort using your contemporaneous data, highlighting the time each person spent on each project during the given window. These calculations take into account both project and non-project time for a holistic view of each person.
Support Documentation: Back up any capitalization claim with super granular detail. Each project has associated tickets, people, and effort - so no calculation is without deep justification.

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Transparent Pricing & Values

We believe in designing a system that is incentive aligned with our customers. A pricing structure that rewards us for saving our customers time and money.

No upfront commitment

you won’t pay anything until you receive everything you need to file

Time to value

we give before we take and more than we take

Don’t pay extra for assurance

we include all the forms, schedules and substantiation bells and whistles you didn’t know you needed

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Automating Software
Capitalization