- Research Activities Credit (RAC)
- Iowa Code $\S 422.33(5)$ (Corporate Tax)
- Iowa Code $\S 422.10$ (Individual Tax)
- Iowa Department of Revenue (IDOR)
- Qualified Research Expenses (QREs) in Iowa
- Internal Revenue Code (IRC) $\S 41$
- Federal Alignment (Claiming IRC $\S 41$ Credit)
- Base Amount (for Regular Credit)
- Fixed-Base Percentage
- Average Annual Gross Receipts (4 Preceding Years)
- Incremental Research Expenditures
- Regular Credit Method (6.5% Rate)
- Alternative Simplified Credit (ASC)
- ASC Rate (4.55% of excess QREs)
- Basic Research Payments
- Iowa Apportioned Share
- Supplemental Research Activities Tax Credit
- Iowa Economic Development Authority (IEDA)
- High Quality Jobs (HQJ) Program
- Enterprise Zone (EZ) Program (Prior Supplemental Credit Source)
- Refundable Credit (Subject to Phase-Down Limits)
- Refundable Portion Percentage (e.g., 80% for 2024)
- Unused Credit (Credited to Following Year)
- No Carryforward (for refundable excess)
- Tax Credit Certificate Number (for Supplemental Credit)
- Schedule IA 128 (Regular Credit Form)
- Schedule IA 128S (Alternative Simplified Credit Form)
- Pass-Through Entity (PTE)
- Pro Rata Share of Earnings (PTE Allocation)
- Wages for Qualified Services (in Iowa)
- Cost of Supplies (Phase-Out Limitation)
- Supplies Phase-Out Percentage (e.g., 60% for 2024)
- Rental/Lease Cost of Personal Property (Disallowed Post-2022)
- Contract Research Expenses (65% in Iowa)
- Qualified Research (IRC $\S 41(d)$ Four-Part Test)
- Technological in Nature
- Elimination of Uncertainty
- Process of Experimentation
- Substantially All Rule (Disallowed Post-2022)
- New or Improved Business Component
- Manufacturing (Qualifying Industry)
- Life Sciences (Qualifying Industry)
- Agriscience (Qualifying Industry)
- Software Engineering (Qualifying Industry)
- Aviation or Aerospace (Qualifying Industry)
- Ineligible Businesses (e.g., Retailer, Wholesaler)
- Annual Gross Revenue Threshold ($20 Million for Supplemental Rate)
- Renewable Energy Components Research Activities Credit
- Senate File 657 (Future Repeal Legislation)
- Taxable Year