- Franchise Tax Board (FTB)
- Revenue and Taxation Code (R&TC) §17052.12
- Revenue and Taxation Code (R&TC) §23609
- Qualified Research Expenses (QREs)
- California Qualified Research
- Research Activities Conducted Within California
- Fixed-Base Percentage
- Base Amount
- Average Annual Gross Receipts (for Base Amount)
- California Gross Receipts Definition
- Gross Receipts from California Sales
- Alternative Incremental Credit (AIC)
- AIC Base Amount
- Election of AIC Method
- Revocation of AIC Election (FTB Consent)
- Alternative Simplified Credit (ASC)
- ASC Method for California (SB 711)
- ASC Credit Rate (3%)
- Basic Research Payments
- Basic Research Credit Rate (24%)
- Qualified Organization (for Basic Research)
- Nonrefundable Credit
- Indefinite Carryover/Carryforward
- Credit Carryback (Not Allowed)
- Reduced Credit Election (IRC §280C(c))
- Credit Limitations ($5,000,000)
- Refundable Credit Election (Credit Cap Disallowed)
- Five-Year Refundable Period
- Minimum Franchise Tax ($800)
- Tax Below Tentative Minimum Tax (TMT)
- Corporate Income Tax (Rate 8.84%)
- S Corporation Tax Rate (1.5%)
- S Corporation Entity-Level Credit (1/3 Rule)
- S Corporation Pass-Through (100%)
- Partnership Allocation
- Disregarded Business Entity (SMLLC)
- Sole Proprietorship Eligibility
- Form FTB 3523 (Research Credit)
- Election to Assign Credit
- Eligible Credit (for Assignment)
- Eligible Assignee
- Form FTB 3544 (Assignment of Credit)
- Combined Reporting Group
- Joint and Several Liability (Assignment)
- Qualified Services (Wages)
- Qualified Supplies
- Rental or Lease Costs of Computers
- Contract Research Expenses Percentage (65%)
- Internal Revenue Code (IRC) Section 41 Conformity
- Process of Experimentation (4-Part Test)