Fondo Core Workflow B: R&D Tax Credits

Overview

Claim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study.

Prerequisites

• An authorized finance/tax owner, current professional guidance, complete source records, and a retention/access policy.
• A reviewed scope for any calculator or export; this workflow does not determine eligibility or replace tax advice.

Instructions

1. Gather approved source evidence and classify activities/expenses for review without altering originals.
2. Use an opaque case identifier and aggregate counts for workflow tracking; keep payroll, tax, and employee records in authorized systems.
3. Reconcile inputs with the responsible finance professional, document assumptions and exceptions, and obtain sign-off before filing or payment actions.
4. Preserve an audit trail and follow the organization's retention and correction process for any discrepancy.

Output