What the IRS Actually Looks For in an R&D Tax Credit Claim - Episode 04

New IRS Form 6765 (Section G): How to Build an Audit-Ready R&D Tax Credit ClaimThis episode explains the IRS’s upcoming changes to Form 6765 for claiming the R&D tax credit, focusing on the new Section G and what examiners already request in audits. The episode outlines how the IRS now expects a clear nexus tying expenses to specific projects and qualifying activities, including reporting projects that make up 80% of qualified research expenditures and listing up to 50 projects with descriptions. It highlights increased scrutiny on supervision and support costs, especially high-compensation executives, and stresses building contemporaneous documentation using existing tools like Jira, Confluence, or GitHub. The episode recommends quarterly check-ins between finance, CPA, and engineering to capture documentation throughout the year and offers an R&D credit snapshot or call to assess gaps and build an audit-ready study.