- Public Act 186 and 187 of 2024
- Michigan Compiled Laws (MCL) $\S 206.677$ (Corporate Income Tax Credit)
- MCL $\S 206.716$ (Flow-Through Entity Credit)
- Corporate Income Tax (CIT)
- Flow-Through Entity (FTE)
- Withholding Tax (for FTEs)
- Authorized Business
- Research and Development Credit (R&D Credit)
- Qualified Research Expenses (QREs) in Michigan
- IRC Section 41 (Federal Definition Alignment)
- Base Amount (Michigan Specific)
- Average Annual QREs (3 Preceding Calendar Years)
- Excess QREs (QREs over Base Amount)
- Small Business (Fewer than 250 Employees)
- Large Business (250 or More Employees)
- Small Business Credit Rate (15% on Excess)
- Large Business Credit Rate (10% on Excess)
- Up to Base Amount Credit Rate (3%)
- Small Business Annual Cap ($\$250,000$)
- Large Business Annual Cap ($\$2,000,000$)
- Additional Credit (University Collaboration)
- Michigan Research University
- Research University Collaboration Credit Rate (5%)
- Research University Collaboration Cap ($\$200,000$)
- Written Agreement (Required for University Collaboration)
- Aggregate Annual Cap ($\$100$ Million Statewide)
- Small Business Set-Aside ($\$25$ Million Portion)
- Refundable Credit (for Excess over Tax Liability)
- Nonrefundable Credits (Claimed before R&D Credit)
- Tentative Claim (Mandatory Pre-Filing)
- Tentative Claim Deadline (April 1, 2026 for 2025)
- Tentative Claim Deadline (March 15 for Subsequent Years)
- Proration (Reduction if Aggregate Cap is Exceeded)
- Pro Rata Share (of Available Credit)
- Not Assignable or Transferable (Credit Restriction)
- Calendar Year Basis (for QRE Calculation)
- Taxable Year (The year the credit is claimed)
- Wages for Qualified Services (in Michigan)
- Supplies Used or Consumed (in Michigan)
- Contract Research Expenses (3rd party research in Michigan)
- Michigan Department of Treasury (Administering Agency)
- Unitary Business Group (UBG)
- Single Business Tax (SBT) (Prior R&D Credit Context)
- Michigan Business Tax (MBT) (Prior R&D Credit Context)
- House Bill 5100 and 5101 (Enacting Legislation)
- Public Act 148 of 2022 (Implementation Notice)
- Decoupling (from Federal IRC $\S 174$ Amortization)
- Short Taxable Year (Base Amount Treatment)
- No Prior QREs (Base Amount = $\$0$)
- Claim on Annual Tax Return