Articles on the R&D tax credit, ASC 350-40, AI in tax, and how Neo.Tax is automating enterprise tax.https://www.neo.tax/en-ushttps://www.neo.tax/blog/the-new-to-you-rule/https://www.neo.tax/blog/the-new-to-you-rule/Thu, 11 Jun 2026 00:00:00 GMThttps://www.neo.tax/blog/why-you-cant-ask-your-favorite-llm-for-an-r-d-tax-credit/https://www.neo.tax/blog/why-you-cant-ask-your-favorite-llm-for-an-r-d-tax-credit/Frontier LLMs can get impressively close to an R&D tax credit—but close doesn’t fly with the IRS. Why a defensible filing demands a specialized, auditable AI pipeline.Thu, 04 Jun 2026 00:00:00 GMThttps://www.neo.tax/blog/how-neo-tax-s-ai-solution-solves-fin-48/https://www.neo.tax/blog/how-neo-tax-s-ai-solution-solves-fin-48/What was once was the province of quarterly guestimations can now be understood with a level of detail never before possible at scale.Thu, 28 May 2026 00:00:00 GMThttps://www.neo.tax/blog/for-tax-executives-the-real-risk-isnt-ai-its-documentation-you-cant-defend/https://www.neo.tax/blog/for-tax-executives-the-real-risk-isnt-ai-its-documentation-you-cant-defend/The best use of AI in tax compliance is not to hide complexity behind automation. When built the right way, AI is not the black box. It is the mechanism that helps open one.Mon, 06 Apr 2026 00:00:00 GMThttps://www.neo.tax/blog/cracking-the-code-on-software-capitalization/https://www.neo.tax/blog/cracking-the-code-on-software-capitalization/Software capitalization under ASC 350-40 presents a complex compliance challenge for even the most sophisticated software companies. So, we decided to approach capitalization as a data-driven machine learning problem. Here’s how we did it.Thu, 05 Feb 2026 00:00:00 GMThttps://www.neo.tax/blog/your-data-your-environment-customization-and-security-with-neo-taxs-dedicated-cloud/https://www.neo.tax/blog/your-data-your-environment-customization-and-security-with-neo-taxs-dedicated-cloud/Neo.Tax offers a Dedicated Cloud: a single-tenant hosting environment that customers can opt for if they want a truly air-gapped, physically segregated instance of the Neo.Tax application.Wed, 21 Jan 2026 00:00:00 GMThttps://www.neo.tax/blog/how-neo-taxs-ai-system-solved-tax-provision/https://www.neo.tax/blog/how-neo-taxs-ai-system-solved-tax-provision/Strategic finance is what separates average companies from great ones. By solving the tax provision process, Neo.Tax has placed an extremely valuable arrow in your finance team’s quiver.Thu, 18 Dec 2025 00:00:00 GMThttps://www.neo.tax/blog/why-neo-tax-built-an-audit-log/https://www.neo.tax/blog/why-neo-tax-built-an-audit-log/To be a company in a compliance-heavy industry like tax means you must be obsessive about data. Not just the data, but the data’s history, too. That’s why we built an Audit Log into our data storage systems; it ensures that we can always track the full lineage of all data we ingest and produce.Tue, 02 Dec 2025 00:00:00 GMThttps://www.neo.tax/blog/how-neo-taxs-ai-understands-ticketing-data/https://www.neo.tax/blog/how-neo-taxs-ai-understands-ticketing-data/While many AI-powered companies like to sell the magic of their products, our view is the opposite: tax is too high-stakes for faith; we need to show you exactly how our AI models work.Thu, 13 Nov 2025 00:00:00 GMThttps://www.neo.tax/blog/neo-talent-account-manager-jo-bryant/https://www.neo.tax/blog/neo-talent-account-manager-jo-bryant/Rather than pitching Neo.Tax as some magic solve, she walks the tax leaders through how the technology works, step-by-step. “We’ve just stepped onto the field and we are changing the game.”Mon, 27 Oct 2025 00:00:00 GMThttps://www.neo.tax/blog/how-neo-tax-solved-the-r-d-qualification-process/https://www.neo.tax/blog/how-neo-tax-solved-the-r-d-qualification-process/The old way of filing R&D credits is an inexact (and expensive) science. Neo.Tax’s AI-powered system uses data that exists within your system, but that no tax team (or even accounting firm) could ever sort and digest in time for Tax Day.Thu, 18 Sep 2025 00:00:00 GMThttps://www.neo.tax/blog/what-is-the-new-irs-form-6765/https://www.neo.tax/blog/what-is-the-new-irs-form-6765/The IRS changes to Form 6765 ask for much more granular information from the taxpayer. This new form underlines the need for businesses to utilize these new datasets. With the introduction of stricter reporting requirements, businesses and their accountants are being asked to take a proactive approach to compliance.Mon, 01 Sep 2025 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-achieves-iso-iec-27001-certification/https://www.neo.tax/blog/neo-tax-achieves-iso-iec-27001-certification/“This certification isn’t just a milestone—it’s a reminder of the trust people place in us, and we take that responsibility to heart every single day.”Thu, 21 Aug 2025 00:00:00 GMThttps://www.neo.tax/blog/what-changed-for-the-r-d-credit-in-trumps-one-big-beautiful-bill-act/https://www.neo.tax/blog/what-changed-for-the-r-d-credit-in-trumps-one-big-beautiful-bill-act/Many in Silicon Valley had been loudly calling for Section 174 to be changed back to its pre-TCJA form. After plenty of deadlock in Congress these last few years, it’s finally happened.Fri, 01 Aug 2025 00:00:00 GMThttps://www.neo.tax/blog/one-less-to-do-neo-tax-automated-capitalization-milestones/https://www.neo.tax/blog/one-less-to-do-neo-tax-automated-capitalization-milestones/One of the most tedious and frustrating parts of the software capitalization process is identifying the projects to capitalize and the capitalization milestones. Neo.Tax's Automated Capitalization tool just solved the problem!Fri, 18 Jul 2025 00:00:00 GMThttps://www.neo.tax/blog/trumps-one-big-beautiful-bill-just-changed-the-r-d-tax-credit--heres-what-you-need-to-know/https://www.neo.tax/blog/trumps-one-big-beautiful-bill-just-changed-the-r-d-tax-credit--heres-what-you-need-to-know/Tucked within the "One Big Beautiful Bill Act" (Section 70302) is a massive boon for U.S. corporations. While it’s not a full reinstatement of the old way of expensing R&D, the OBBBA dramatically improves the playing field. Tue, 08 Jul 2025 00:00:00 GMThttps://www.neo.tax/blog/how-neo-tax-tackles-the-new-reporting-requirements/https://www.neo.tax/blog/how-neo-tax-tackles-the-new-reporting-requirements/The new Form 6765 is an example of the way a minor edit to tax law can have a massive effect on innovative companies. Our goal at Neo.Tax is to always do the legwork to make sure these changes are as seamless as possible for our customers. Here's how.Wed, 18 Jun 2025 00:00:00 GMThttps://www.neo.tax/blog/how-does-neo-taxs-ai-work/https://www.neo.tax/blog/how-does-neo-taxs-ai-work/When it comes to taxes, trust is essential. To build that trust, we believe in being transparent about how our AI works. Which is why we’re pulling back the curtain on how our AI works at Neo.Tax. So, here’s what you need to know.Tue, 20 May 2025 00:00:00 GMThttps://www.neo.tax/blog/the-impact-of-ai-in-r-d-tax-credits/https://www.neo.tax/blog/the-impact-of-ai-in-r-d-tax-credits/Can AI really be trusted with something as high-stakes as taxes? A better question is, Can we trust a process as antiquated as one that relies on the memories of engineers and managers months after the work was done?Thu, 15 May 2025 00:00:00 GMThttps://www.neo.tax/blog/neo-talent-cofounder-and-cto-firas-abuzaid-sees-tax-as-a-big-data-problem/https://www.neo.tax/blog/neo-talent-cofounder-and-cto-firas-abuzaid-sees-tax-as-a-big-data-problem/Neo.Tax co-founder and CTO Firas Abuzaid has watched as so many industries try to force AI into places where it just doesn’t fit: a hammer-in-search-of-a-nail situation. But it’s become clear to him that tax is a space where machine learning is the solution. "We found a problem where AI is necessary to win, and the AI has to be really high quality."Tue, 13 May 2025 00:00:00 GMThttps://www.neo.tax/blog/an-update-on-kyocera-and-what-it-means-for-you/https://www.neo.tax/blog/an-update-on-kyocera-and-what-it-means-for-you/Last summer, we wrote a post called “The Kyocera Section 41 Case Should be a Wake-Up Call” about the precariousness of relying exclusively on interviews to deliver the necessary proof to the IRS on an R&D filing. With the Kyocera case back in the news, it’s clearly time for an update.Fri, 04 Apr 2025 00:00:00 GMThttps://www.neo.tax/blog/a-guide-to-the-new-irs-form-6765/https://www.neo.tax/blog/a-guide-to-the-new-irs-form-6765/In February 2025, the IRS released their final version of Form 6765. It dramatically changes the way business file their R&D Credit. Many organizations' credit-filing processes will require significantly more time and effort to complete. If you're filing manually, here's what you need to know...Fri, 21 Mar 2025 00:00:00 GMThttps://www.neo.tax/blog/how-neo-tax-safeguards-your-sensitive-data/https://www.neo.tax/blog/how-neo-tax-safeguards-your-sensitive-data/Data is the lifeblood of innovative companies. You spend massive resources to protect it. But a security system is only as strong as its weakest link.Thu, 06 Feb 2025 00:00:00 GMThttps://www.neo.tax/blog/enterprise-pmos-are-wasting-your-engineers-time/https://www.neo.tax/blog/enterprise-pmos-are-wasting-your-engineers-time/At Neo.Tax, we created an automated solution that calculates your engineering team’s time — with accuracy and consistency — from existing systems.Wed, 15 Jan 2025 00:00:00 GMThttps://www.neo.tax/blog/what-is-a-multi-year-lookback-r-d-credit/https://www.neo.tax/blog/what-is-a-multi-year-lookback-r-d-credit/You can claim the R&D tax credit for the current tax year plus amend returns for the previous three tax years. For example, in 2025, you could claim credits for 2025, 2024, 2023, and 2022. That retroactive tax filing could be worth hundreds of thousands of dollars (or more) for your company.Tue, 07 Jan 2025 00:00:00 GMThttps://www.neo.tax/blog/an-ai-system-built-for-messy-and-incomplete-data/https://www.neo.tax/blog/an-ai-system-built-for-messy-and-incomplete-data/Even with the messiest of data, Neo.Tax's AI System can deliver a better substantiated R&D credit than the time-consuming process of engineer interviews.Fri, 20 Dec 2024 00:00:00 GMThttps://www.neo.tax/blog/how-to-capitalize-software-costs-asc-350-40-explained/https://www.neo.tax/blog/how-to-capitalize-software-costs-asc-350-40-explained/Here’s a cheat sheet and guide to ASC 350-40, an accounting guideline that pertains to Internal-Use Software Development Costs.Mon, 25 Nov 2024 00:00:00 GMThttps://www.neo.tax/blog/the-kyocera-section-41-case-should-be-a-wake-up-call/https://www.neo.tax/blog/the-kyocera-section-41-case-should-be-a-wake-up-call/A motion against Kyocera could mark a potential shift towards a stricter application of the IRS's long-standing R&D credit policy. It's a game-changer.Thu, 15 Aug 2024 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-has-simplified-the-multi-year-lookback-r-d-credit/https://www.neo.tax/blog/neo-tax-has-simplified-the-multi-year-lookback-r-d-credit/You can claim the R&D tax credit for the current year plus amend returns for the previous three tax years. Neo.Tax has made Multi-Year Lookbacks simple.Thu, 23 May 2024 00:00:00 GMThttps://www.neo.tax/blog/how-neo-taxs-ai-will-save-controllers-and-engineers-hundreds-of-hours-this-coming-tax-season/https://www.neo.tax/blog/how-neo-taxs-ai-will-save-controllers-and-engineers-hundreds-of-hours-this-coming-tax-season/Neo.Tax’s AI solution connects directly with a company’s internal data sources to create an accurate, exhaustive, and audit-proof IRC Section 41 filing.Thu, 09 May 2024 00:00:00 GMThttps://www.neo.tax/blog/neo-taxs-large-language-model-llm-will-change-the-future-of-r-d-taxes/https://www.neo.tax/blog/neo-taxs-large-language-model-llm-will-change-the-future-of-r-d-taxes/“This LLM use-case for the R&D credit demonstrates how powerful AI can be," Neo.Tax co-founder and CTO Firas Abuzaid says.Thu, 18 Apr 2024 00:00:00 GMThttps://www.neo.tax/blog/designcasestudy/https://www.neo.tax/blog/designcasestudy/As our engineers switched to Tailwind UI, we realized we had a problem: it wasn't compatible with Figma. So our design team set out to fix it. Here's how.Fri, 29 Mar 2024 00:00:00 GMThttps://www.neo.tax/blog/the-irss-proposed-form-6765-would-change-how-you-file-for-an-r-d-credit/https://www.neo.tax/blog/the-irss-proposed-form-6765-would-change-how-you-file-for-an-r-d-credit/The proposed form asks for more detailed accounting of qualified expenses which will make the process of filing even more time-consuming and stringent.Fri, 08 Mar 2024 00:00:00 GMThttps://www.neo.tax/blog/tei-and-tr-present-section-174-what-we-know-now-webinar/https://www.neo.tax/blog/tei-and-tr-present-section-174-what-we-know-now-webinar/On February 21, the 2pm ET webinar will provide expert guidance into how best to strategize around tax treatment of R&D expenditures under Section 174.Thu, 15 Feb 2024 00:00:00 GMThttps://www.neo.tax/blog/the-house-approves-bi-partisan-bill-to-revive-r-d-tax-credit-and-the-child-tax-credit/https://www.neo.tax/blog/the-house-approves-bi-partisan-bill-to-revive-r-d-tax-credit-and-the-child-tax-credit/The Tax Relief for American Families and Workers Act restores the Child Tax Credit and makes the R&D Tax Credit a powerful tool for innovators again.Thu, 01 Feb 2024 00:00:00 GMThttps://www.neo.tax/blog/companies-can-now-claim-500k-in-r-d-payroll-credits-new-irs-guidance-says/https://www.neo.tax/blog/companies-can-now-claim-500k-in-r-d-payroll-credits-new-irs-guidance-says/For the 2023 tax year, a qualified small business may elect to claim up to $500k of its credit for increasing research activities as a payroll tax credit.Wed, 10 Jan 2024 00:00:00 GMThttps://www.neo.tax/blog/these-are-the-key-tax-dates-2024/https://www.neo.tax/blog/these-are-the-key-tax-dates-2024/Department heads spend over 150 hours each year getting R&D taxes prepared for enterprise companies; here are the key dates to know for 2024 Tax Season!Wed, 20 Dec 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-nic-malianni-head-of-accounting-at-notion/https://www.neo.tax/blog/cf0to1-nic-malianni-head-of-accounting-at-notion/Nic Malianni on his journey from a winery to Grant Thornton to Intercom to Notion. As he explains: "the finance function really has to be strategic"Tue, 03 Oct 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-praveer-melwani-cfo-at-figma/https://www.neo.tax/blog/cf0to1-praveer-melwani-cfo-at-figma/In 2017, Praveer Melwani was Figma's first biz ops hire. Learn how he went from Union Square Advisors to Dropbox to Figma to the $20 billion sale to Adobe.Tue, 12 Sep 2023 00:00:00 GMThttps://www.neo.tax/blog/when-is-the-extension-tax-deadline-for-s-corps/https://www.neo.tax/blog/when-is-the-extension-tax-deadline-for-s-corps/The extension tax deadline for S-Corps is September 15, 2023. So, now is the time to get your books in order and to file your R&D tax credit!Fri, 01 Sep 2023 00:00:00 GMThttps://www.neo.tax/blog/an-update-on-section-174-for-tax-extenders/https://www.neo.tax/blog/an-update-on-section-174-for-tax-extenders/An Important update from Grant Thornton on Section 174, R&D Capitalization, the debate in Congress, and what it means for you!Thu, 24 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-apparel-sector/https://www.neo.tax/blog/r-d-tax-credits-for-the-apparel-sector/The apparel industry is a space where innovation is treasured. That means, more likely than not, your company is owed money via the R&D Tax Credit!Wed, 23 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-food-and-beverage-businesses/https://www.neo.tax/blog/r-d-tax-credits-for-food-and-beverage-businesses/Food & Beverage is a space overflowing with innovative thinkers. So, chances are you're owed an R&D Tax Credit — Neo.Tax is here to help claim it!Tue, 22 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-communications-and-media/https://www.neo.tax/blog/r-d-tax-credits-for-communications-and-media/Neo.Tax has created the ultimate guide for Communications and Media R&D Tax Credits to make sure you know which expenses qualify for the credit!Mon, 21 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-manufacturing-consumer-products/https://www.neo.tax/blog/r-d-tax-credits-for-manufacturing-consumer-products/Manufacturing & Consumer Products businesses creating new designs for customers and for their factories may qualify for the R&D Tax Credit!Fri, 18 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-wineries-breweries/https://www.neo.tax/blog/r-d-tax-credits-for-wineries-breweries/Most people running wineries and breweries would never think to file an R&D Tax Credit. But if you're using innovative processes, you could qualify!Fri, 18 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-agriculture-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-agriculture-industry/Agriculture businesses don't know that they can file for an R&D Tax Credit. Hybridizing, automation, and many other costs are qualified research expenses!Wed, 16 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-healthtech-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-healthtech-industry/Healthtech companies are almost always eligible for the R&D Tax Credit. Here are some examples of qualified expenses under the law. Learn more here!Tue, 15 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-retail-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-retail-industry/What expenses at a retail company qualify for the R&D Tax Credit? Find out some common examples in this guide to the R&D tax for the retail industry.Mon, 14 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-ajay-vashee-general-partner-at-ivp/https://www.neo.tax/blog/cf0to1-ajay-vashee-general-partner-at-ivp/IVP's Ajay Vashee tells his journey from Morgan Stanley to NEA to Dropbox and finally to one of the best jobs in Venture Capital in this month's CF0to1!Tue, 01 Aug 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-fintech-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-fintech-industry/What steps should my Fintech take to claim the R&D Tax Credit and what expenses count as qualified expenses that are eligible for the credit?Fri, 28 Jul 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-life-sciences-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-life-sciences-industry/R&D Tax Credits are great ways to raise non-dilutive capital. If your business is in the Life Sciences space, you're probably owed money!Thu, 27 Jul 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-construction-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-construction-industry/The R&D Tax Credit can be a valuable tool to extend runway and raise non-dilutive capital for construction companies. Here's how!Wed, 26 Jul 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-e-commerce-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-e-commerce-industry/The R&D Tax Credit is a non-dilutive way to raise capital for your company. If you're in E-Commerce, chances are you're owed thousands via the credit!Tue, 25 Jul 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-tax-credits-for-the-healthcare-industry/https://www.neo.tax/blog/r-d-tax-credits-for-the-healthcare-industry/What are some qualified research examples specific to the healthcare industry? Here's what you need to know to claim the R&D Tax Credit.Mon, 24 Jul 2023 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-is-soc-2-compliant/https://www.neo.tax/blog/neo-tax-is-soc-2-compliant/Neo.Tax has secured SOC 2, Type II Compliance Certification from the American Institute of CPAs (AICPA) because we value your data security!Mon, 10 Jul 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-joe-ayers-vp-fp-a-and-business-intelligence-epicor/https://www.neo.tax/blog/cf0to1-joe-ayers-vp-fp-a-and-business-intelligence-epicor/Joe Ayers leveraged a background in accounting to become VP, FP&A and Business Intelligence at Epicor. He's evolved his style to fit Postmodern Finance.Mon, 05 Jun 2023 00:00:00 GMThttps://www.neo.tax/blog/does-your-state-offer-an-r-d-tax-credit/https://www.neo.tax/blog/does-your-state-offer-an-r-d-tax-credit/The Federal R&D Credit's the best non-dilutive way to raise capital as an innovative company. But how much money are you owed via the State R&D Tax Credit?Thu, 25 May 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-sachin-sood-chief-financial-officer-at-crv/https://www.neo.tax/blog/cf0to1-sachin-sood-chief-financial-officer-at-crv/Sachin Sood, CFO at CRV, has leveraged a foundation in taxes, a laser-focused work ethic, and a love of diving deep into issues into a fascinating career..Mon, 15 May 2023 00:00:00 GMThttps://www.neo.tax/blog/the-language-of-r-d-taxes-translated/https://www.neo.tax/blog/the-language-of-r-d-taxes-translated/You’re not an accountant, but for founders, CFOs, and CEOs, understanding the language of taxes can help you strategize from a position of strength.Thu, 11 May 2023 00:00:00 GMThttps://www.neo.tax/blog/how-much-can-my-company-claim-via-the-r-d-tax-credit/https://www.neo.tax/blog/how-much-can-my-company-claim-via-the-r-d-tax-credit/How much is an R&D credit really worth to your business? Here are four examples based on real companies to give you a better sense of the massive value...Thu, 13 Apr 2023 00:00:00 GMThttps://www.neo.tax/blog/a-simple-guide-to-r-d-capitalization/https://www.neo.tax/blog/a-simple-guide-to-r-d-capitalization/Even though R&D Capitalization was passed into law back in 2017, almost everyone expected the massive tax law change to be repealed before it ever took...Mon, 10 Apr 2023 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-bench-team-up-to-deliver-a-360deg-tax-solution/https://www.neo.tax/blog/neo-tax-bench-team-up-to-deliver-a-360deg-tax-solution/Extending runway has never been more important than at this precarious financial moment. And changes to the tax code that just went into place mean that...Wed, 15 Mar 2023 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-named-top-fintech-product-in-the-2023-product-awards/https://www.neo.tax/blog/neo-tax-named-top-fintech-product-in-the-2023-product-awards/Neo.Tax was selected by Products That Count, Mighty Capital, and Capgemini as one of the Best Products for Product Managers!Fri, 10 Mar 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-alex-song-vp-of-finance-and-capital-markets-at-ramp/https://www.neo.tax/blog/cf0to1-alex-song-vp-of-finance-and-capital-markets-at-ramp/How does someone become VP of Finance and Capital Markets at Ramp, the finance automation platform helping over 13,000 businesses save time and money?Tue, 07 Mar 2023 00:00:00 GMThttps://www.neo.tax/blog/the-software-r-d-capitalization-paradigm-is-changing-in-2023/https://www.neo.tax/blog/the-software-r-d-capitalization-paradigm-is-changing-in-2023/The tax code is changing, for better or for worse. You need trustworthy data to understand engineering costs and determine what should be...Mon, 27 Feb 2023 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-launches-neo-tax-2023/https://www.neo.tax/blog/neo-tax-launches-neo-tax-2023/Neo.Tax, an early leader in simplifying and automating taxes for startups and businesses, today announced the launch of Neo.Tax 2023, a new software...Tue, 14 Feb 2023 00:00:00 GMThttps://www.neo.tax/blog/cf0to1-daniel-kang-vp-of-finance-at-mercury/https://www.neo.tax/blog/cf0to1-daniel-kang-vp-of-finance-at-mercury/In the first of our CF0to1 series, we spoke with Mercury's VP of Finance Daniel Kang, a member of Neo.Tax's CFO Advisory Board. His career has taken him...Mon, 13 Feb 2023 00:00:00 GMThttps://www.neo.tax/blog/introducing-the-neo-tax-cfo-advisory-board/https://www.neo.tax/blog/introducing-the-neo-tax-cfo-advisory-board/Neo.Tax’s mission is to use tax to turn finance into a strategic lever for growing companies. In our experience, the savviest finance leaders appreciate...Fri, 10 Feb 2023 00:00:00 GMThttps://www.neo.tax/blog/r-d-capitalization-is-here-to-stay/https://www.neo.tax/blog/r-d-capitalization-is-here-to-stay/At Neo.Tax, we’ve been preparing for months for the eventuality that Congress wouldn't strike a deal to end R&D Capitalization. We view it as our duty to..Mon, 23 Jan 2023 00:00:00 GMThttps://www.neo.tax/blog/tax-time-bomb/https://www.neo.tax/blog/tax-time-bomb/The most unpopular tax time bomb just went off... what can you do about it?Thu, 05 Jan 2023 00:00:00 GMThttps://www.neo.tax/blog/how-does-the-u-s-rd-policy-stack-up-with-the-world/https://www.neo.tax/blog/how-does-the-u-s-rd-policy-stack-up-with-the-world/During the rollout of his signature corporate tax cut, the Tax Cut and Jobs Act of 2017, President Donald Trump argued that his plan would stop U.S...Wed, 30 Nov 2022 00:00:00 GMThttps://www.neo.tax/blog/what-do-the-midterm-elections-mean-for-rd-capitalization/https://www.neo.tax/blog/what-do-the-midterm-elections-mean-for-rd-capitalization/Every pollster and cable news talkinghead predicted a Red Wave: the Republicans would take back the House and the Senate—the only question was by how...Wed, 16 Nov 2022 00:00:00 GMThttps://www.neo.tax/blog/inflation-is-wreaking-havoc-on-startups-runway/https://www.neo.tax/blog/inflation-is-wreaking-havoc-on-startups-runway/We’ve heard the stresses of the current inflationary moment explained in a lot of ways—through the rise in gas prices, the cost of Thanksgiving dinner...Wed, 09 Nov 2022 00:00:00 GMThttps://www.neo.tax/blog/rd-capitalization-is-a-big-forkin-deal/https://www.neo.tax/blog/rd-capitalization-is-a-big-forkin-deal/As Q3 earnings reports emerge, a new reality is coming into focus. Meta’s disappointing projections sent the social media giant’s share price to free...Fri, 28 Oct 2022 00:00:00 GMThttps://www.neo.tax/blog/the-founders-guide-to-rd-capitalization/https://www.neo.tax/blog/the-founders-guide-to-rd-capitalization/Just like every other startup, we had our fingers crossed that Congress would come together to undo the new R&D Capitalization rules before they take...Fri, 14 Oct 2022 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-and-bench-partner/https://www.neo.tax/blog/neo-tax-and-bench-partner/Neo.Tax is now the primary service provider for Bench's R&D tax credit clients! Our goal at Neo.Tax is to make sure every innovative startup receives the..Mon, 10 Oct 2022 00:00:00 GMThttps://www.neo.tax/blog/rd-capitalization-has-arrived-for-now/https://www.neo.tax/blog/rd-capitalization-has-arrived-for-now/You didn’t found your company because you always dreamed of navigating a constantly shifting tax landscape—but that doesn’t mean you get to ignore it...Tue, 04 Oct 2022 00:00:00 GMThttps://www.neo.tax/blog/rd-capitalization-changes-why/https://www.neo.tax/blog/rd-capitalization-changes-why/Tax law is rarely popular, especially with both sides of the aisle. But the R&D tax credit has done the unthinkable: change the tax code to appeal to...Tue, 27 Sep 2022 00:00:00 GMThttps://www.neo.tax/blog/why-these-tax-changes-its-all-politics/https://www.neo.tax/blog/why-these-tax-changes-its-all-politics/when congress extended r&d credits to startups in 2016, a deal had to be struck. a bargain that had to counterbalance the giving of money to startups...Thu, 15 Sep 2022 00:00:00 GMThttps://www.neo.tax/blog/taxldr-new-tax-changes-are-double-edged-for-startups/https://www.neo.tax/blog/taxldr-new-tax-changes-are-double-edged-for-startups/we’ll give you the bad news first startups can no longer deduct (aka subtract) r&d expenses from revenue. for software or product development costs, you...Wed, 14 Sep 2022 00:00:00 GMThttps://www.neo.tax/blog/the-startups-guide-to-payroll/https://www.neo.tax/blog/the-startups-guide-to-payroll/By Neo.Tax Team So you’re a startup and believe the best way to get the help you need to build your company is with independent contractors... hmmm...Wed, 27 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/founder-series-stephen-yarbrough/https://www.neo.tax/blog/founder-series-stephen-yarbrough/By Neo.Tax Team 5 min read Stephen Yarbrough is the epitome of a founder who is walking the walk. And if you’re asking, can he talk the talk? Stephen...Mon, 25 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/5-common-misconceptions-about-the-rd-tax-credit/https://www.neo.tax/blog/5-common-misconceptions-about-the-rd-tax-credit/By Neo.Tax Team 5 min read What's holding you back from filing for R&D Tax Credits? With all the misconceptions around research and development tax...Thu, 21 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/3-ways-automated-tax-filing-could-help-the-average/https://www.neo.tax/blog/3-ways-automated-tax-filing-could-help-the-average/By Neo.Tax Team 5 min read A recent study from ​​the U.S. Department of the Treasury, the Minneapolis Federal Reserve, and Dartmouth College found the...Wed, 20 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/rd-preparation-may-become-a-necessity/https://www.neo.tax/blog/rd-preparation-may-become-a-necessity/By Stephen Yarbrough, Polk Advisors 5 min read As the legislative session gets later into the year, time is running out for Congress to reverse course..Wed, 20 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/indiana-lawmaker-spearheads-rd-tax-credit-increase/https://www.neo.tax/blog/indiana-lawmaker-spearheads-rd-tax-credit-increase/Indiana Lawmaker Spearheads R&D Tax Credit Increase By Neo.Tax Team 2 minute read With backing from the National Association of Manufacturers, GOP...Mon, 11 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/startup-tip/https://www.neo.tax/blog/startup-tip/As a startup, there are countless lessons we’ve learned‌. In a sea of missteps and failures, the Neo.Tax team has grown. Making it even more exciting...Mon, 11 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/whats-new-in-july/https://www.neo.tax/blog/whats-new-in-july/By Neo.Tax Team 2 min read TEAM MANAGEMENT Collaborate with your team Invite and manage team members so you can securely scale your R&D business.Mon, 11 Jul 2022 00:00:00 GMThttps://www.neo.tax/blog/what-to-look-for-in-your-rd-tax-credit-software/https://www.neo.tax/blog/what-to-look-for-in-your-rd-tax-credit-software/Are You Still On The Fence About Which R&D Tax Credit Software To Use? So you’re thinking about the R&D Tax Credit, but some unsavory news about issues..Thu, 30 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/whats-new-in-june-2022/https://www.neo.tax/blog/whats-new-in-june-2022/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...Thu, 23 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/aicpa-cima-engage22/https://www.neo.tax/blog/aicpa-cima-engage22/And just like that, AICPA & CIMA Engage22 is over… Luckily, this time around what happened in Vegas isn’t staying in Vegas. We’re giving you a quick...Wed, 22 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-ai-powered-technology-will-change-the-accounting/https://www.neo.tax/blog/how-ai-powered-technology-will-change-the-accounting/by Taylor Schaude 5 min read “Disrupt” was the tech buzzword most associated with the 2010s. It neatly paired with the prevailing ideology of that...Wed, 22 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/infographic-qualifying-for-the-rd-tax-credit/https://www.neo.tax/blog/infographic-qualifying-for-the-rd-tax-credit/...Wed, 22 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-adp-run/https://www.neo.tax/blog/how-to-file-your-form-8974-adp-run/How to File Your Form 8974 with ADP Run Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form ...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-and-form-941-quickbooks/https://www.neo.tax/blog/how-to-file-your-form-8974-and-form-941-quickbooks/How to File Your Form 8974 and Form 941 with QuickBooks Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-and-form-941-zenefits/https://www.neo.tax/blog/how-to-file-your-form-8974-and-form-941-zenefits/How to File Your Form 8974 and Form 941 with Zenefits Summary: The IRS requires that you file Form 8974 the quarter after you file your income tax...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-rippling/https://www.neo.tax/blog/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...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-sequoia-one/https://www.neo.tax/blog/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...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-trinet/https://www.neo.tax/blog/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...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-with-gusto/https://www.neo.tax/blog/how-to-file-your-form-8974-with-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...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-your-form-8974-with-justworks/https://www.neo.tax/blog/how-to-file-your-form-8974-with-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...Tue, 21 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/how-to-file-form-8974-adp-total-source/https://www.neo.tax/blog/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...Fri, 17 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/what-happens-after-you-file-your-rd-tax-credit/https://www.neo.tax/blog/what-happens-after-you-file-your-rd-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...Fri, 17 Jun 2022 00:00:00 GMThttps://www.neo.tax/blog/what-to-do-after-filing-a-tax-extension/https://www.neo.tax/blog/what-to-do-after-filing-a-tax-extension/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..Wed, 27 Apr 2022 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-is-selected-for-ggvs-smbtech-50-list/https://www.neo.tax/blog/neo-tax-is-selected-for-ggvs-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...Tue, 26 Apr 2022 00:00:00 GMThttps://www.neo.tax/blog/the-rd-tax-credit/https://www.neo.tax/blog/the-rd-tax-credit/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..Thu, 14 Apr 2022 00:00:00 GMThttps://www.neo.tax/blog/debunking-tax-code-myths/https://www.neo.tax/blog/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...Wed, 06 Apr 2022 00:00:00 GMThttps://www.neo.tax/blog/which-states-offer-the-rd-tax-credit/https://www.neo.tax/blog/which-states-offer-the-rd-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...Fri, 01 Apr 2022 00:00:00 GMThttps://www.neo.tax/blog/status-on-rd-capitalization-rules/https://www.neo.tax/blog/status-on-rd-capitalization-rules/Status on R&D Capitalization Rules - Keeping it brief. What? Potential changes to the R&D Capitalization rules When? Wednesday, March 9, 2022...Wed, 09 Mar 2022 00:00:00 GMThttps://www.neo.tax/blog/2022-key-filing-dates/https://www.neo.tax/blog/2022-key-filing-dates/Don’t miss out on tax refunds because you missed a deadline. Did you know that if your accountant files your 2021 tax return, with your prepared R&D tax...Tue, 08 Mar 2022 00:00:00 GMThttps://www.neo.tax/blog/new-integrations/https://www.neo.tax/blog/new-integrations/Neo.Tax has expanded our payroll and accounting software integrations! The Neo.Tax team is dedicated to continuously improving and simplifying our...Tue, 08 Mar 2022 00:00:00 GMThttps://www.neo.tax/blog/cpe-course-what-are-rd-tax-credits/https://www.neo.tax/blog/cpe-course-what-are-rd-tax-credits/Learn all about R&D tax credits and how you can save your clients money in this insightful webinar course What Are R&D Tax Credits: An Intro For...Mon, 21 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/irs-gives-new-guidance-on-rd-tax-credit/https://www.neo.tax/blog/irs-gives-new-guidance-on-rd-tax-credit/IRS Gives New Guidance on R&D Tax Credit Last September, in an effort to keep companies from retroactively claiming questionable expenses under the IRS...Wed, 16 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-and-mercury-partner-to-offer-an-automated-solution/https://www.neo.tax/blog/neo-tax-and-mercury-partner-to-offer-an-automated-solution/Neo.Tax and Mercury partner to offer an automated solution to the R&D tax credit to Mercury’s customers The most common question we get at Neo.Tax is...Wed, 16 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-raises-10m-and-partners-with-mercury/https://www.neo.tax/blog/neo-tax-raises-10m-and-partners-with-mercury/Neo.Tax raises $10M and partners with Mercury to modernize tax credits and taxes for startups and accountants Series A funding accelerates small business.Wed, 16 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/a-1981-tax-law-means-aws-costs-are-a-tax-credit/https://www.neo.tax/blog/a-1981-tax-law-means-aws-costs-are-a-tax-credit/When Ronald Reagan signed the Economic Recovery Tax Act of 1981 into law, businesses quickly jumped to take advantage of the new tax break that let them...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/audit-protection-is-not-what-it-seems/https://www.neo.tax/blog/audit-protection-is-not-what-it-seems/The prospect of “audit protection” is enticing for customers but, in reality, it’s actually a costly trap. Our Co-Founder and Chief Tax Officer Stephen...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/building-a-brighter-future-with-our-partners/https://www.neo.tax/blog/building-a-brighter-future-with-our-partners/Neo.tax is the best service to claim your growing company's R&D tax credit, quickly and efficiently. Our software streamlines a lot — and will continue...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/checklist-for-maximizing-your-r-d-tax-credit-in-2022/https://www.neo.tax/blog/checklist-for-maximizing-your-r-d-tax-credit-in-2022/Overview of the credit R&D credit eligibility is much easier to qualify for than many startups may think. It can apply to product development, as well as..Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/does-my-startup-qualify-for-the-r-d-tax-credit/https://www.neo.tax/blog/does-my-startup-qualify-for-the-r-d-tax-credit/What is the R&D Tax Credit? The research and development (R&D) tax credit is tax legislation passed to incentivize American companies to invest in...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-mercury-partnership/https://www.neo.tax/blog/neo-tax-mercury-partnership/The most common question we get at Neo.Tax is: "What's the catch?" It might be difficult to believe that tens (or hundreds) of thousands of dollars of...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/neo-tax-recommends-abstractops/https://www.neo.tax/blog/neo-tax-recommends-abstractops/At Neo.Tax, we believe in the power of well-designed tech-powered tools to streamline the life of a founder. Our R&D Tax Credit solution was built with...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/six-essential-tax-tips-for-your-tech-startup/https://www.neo.tax/blog/six-essential-tax-tips-for-your-tech-startup/Founders are driven to create the future, to disrupt a broken system, or to make something new out of whole cloth. It’s not surprising then that for most..Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/the-new-way-to-finance-your-startup/https://www.neo.tax/blog/the-new-way-to-finance-your-startup/Early stage start-up founders need to evaluate a multitude of options when deciding how to fuel their growth. While venture capital is the typical route...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/we-can-help-extend-runway-during-covid-19/https://www.neo.tax/blog/we-can-help-extend-runway-during-covid-19/At this historic and destabilizing moment, the need to save money and extend runway is more important than ever for startups. At neo.tax, we’ve built a...Fri, 04 Feb 2022 00:00:00 GMThttps://www.neo.tax/blog/why-we-automated-tax-season/https://www.neo.tax/blog/why-we-automated-tax-season/There are scores of things that humans can still do better than computers. But mechanical computers were specifically built to crunch numbers and they...Fri, 04 Feb 2022 00:00:00 GMT