Tax Incentive Analysis

Required Inputs

• Entity Details: Legal name, jurisdiction, entity type, industry sector (NAICS/SIC).
• Business Activities: Description of activities that may qualify for incentives (R&D, manufacturing, technology, employment).
• Financial Data: Revenue, qualifying expenditure by category, headcount, capital investment amounts, and projected growth.
• Geographic Footprint: Current and planned locations (country, state/province, city, zone designations).
• Current Incentives: Any incentives already claimed, with amounts and remaining terms.
• Investment Plans: Planned CapEx, hiring, R&D spending, and facility expansion over the planning horizon.
• Planning Horizon: Number of years for NPV analysis (default: 10 years).
• Discount Rate: WACC or hurdle rate for NPV calculations.

Execution Steps

1. Tax Incentive Identification Framework

Systematically screen for available incentives across all categories: