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Answer Capsule: Software R&D Tax Credit Small Business Guide Webinar

What is this webinar about? This webinar provides a step-by-step guide designed specifically for small businesses to understand and claim the Research and Development (R&D) tax credit in the software, technology, and similar industries. Hosted by R&D tax credit specialists, this session aims to help software developers, tech innovators, and startups understand the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments.

Webinar Detail Information
Target Audience Small Businesses, Startups, and Innovators in the Software Industry
Date & Time Monday, 1 March 2027 | 1:00 PM – 2:00 PM CT (Central Time)
Webinar Hosts Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

  • Step-by-Step Software Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on software and tech business implications.
  • Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) specific to software development and engineering.
  • Compliance & Documentation: Expert insights on substantiating code commits, version control, and time tracking to satisfy IRS requirements safely and effectively.

 

UPCOMING LIVE WEBINAR

The R&D Tax Credit in the Artifical Intelligence, Software, Cryptocurrency and the Cloud Industries

Date & Time: As Detailed Above   |   Duration: 60 Minutes

R&D Tax Credits: 80% of companies that qualify and don’t claim!  Every year, companies throw away thousands or even hundreds of thousands of dollars because of simple misunderstandings surrounding the research and development (R&D) tax credit.  Amendment claims can go back three years and in most situations produce sizable refunds for past R&D activities.

WEBINAR DETAILS

Title: The R&D Tax Credit in the Artifical Intelligence, Software, Cryptocurrency and the Cloud Industries

Date: As Detailed Above

Time: As Detailed Above

Cost: FREE

Learning objectives include:

  • An overview of R&D Tax Credits
  • Identify Qualifying Research Activities
  • Define the 4-Part Test
  • How to substantiate activities through documentation
  • Identify Qualifying Research Expenses

CE/CPE credits:          Worth one hour

Knowledge Level:      Basic*

Field of Study:            Taxation

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Why Choose Us

  1. We are certified to the  ISO31000:2009 Risk Management standard
  2. We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
  3. We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
  4. We have an rated A+ with the Better Businese Beureau
  5. Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
  6. Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
  7. Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

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Small businesses in the software and Artificial Intelligence industry can benefit significantly from the Research and Development tax credit, which rewards innovation by reducing tax liability for eligible research activities. For startups not yet turning a profit, the Research and Development payroll tax offset is especially valuable—it allows companies to apply up to $500,000 of the credit annually against their payroll taxes. This helps reduce burn rate and frees up cash to reinvest in product development, hiring, and scaling operations, making it a critical tool for early-stage growth. 

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Software Case Study

IVO Tech, a software company specializing in employment screening solutions, undertook numerous innovative development projects between 2011 and 2013 to enhance its product offerings, including improvements in software functionality, processing speed, and data storage. Although the company had never previously claimed the R&D tax credit and was unaware that its work qualified, a consultation with an R&D tax specialist revealed that many of its daily activities met the criteria for qualified research. These included developing new features, conducting extensive testing, addressing technical uncertainties, and experimenting with solutions, all of which relied on principles of computer science and engineering. IVO ultimately identified $1.95 million in qualifying research expenses over the three-year period and received a $45,000 federal tax credit. To ensure future compliance and continued benefit, the company implemented a system to identify, document, and support R&D efforts moving forward. To meet IRS standards, IVO maintained detailed records such as innovation logs, testing documentation, change reports, analysis results, invoices, receipts, and employee timesheets. This thorough documentation helped confirm IVO’s eligibility for the credit by clearly demonstrating the systematic and technical nature of its research activities and its readiness in the event of an audit.  Click here to learn more.

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