Catch the R&D credit while the work is still happening.
The R&D tax credit gets missed because nobody flags the qualifying work until it’s long gone. Ledger Pro’s AI screens any activity against the IRC §41 four-part test as it lands in the books, and tracks the projects that qualify — so the credit is documented year-round, not reconstructed every spring.
The IRC §41 four-part test, run for you
Describe an activity and AiMe evaluates each element, gives a verdict, and recommends whether to add it to an existing project or start a new one.
A product, process, technique, formula, invention, or software the work aims to develop or improve.
Genuine uncertainty about capability, method, or design at the outset of the work.
Systematic trial, hypothesis testing, or iterative evaluation to resolve that uncertainty.
Fundamentally relies on engineering, computer science, biology, chemistry, or physics.
With screening vs. without it
| Without | Ledger Pro | |
|---|---|---|
| Spot a potentially qualifying activity | Only at year-end, if at all | Screen it the moment it appears |
| The eligibility test applied | From memory | IRC §41 four-part test, every time |
| Business Component | Manual judgment | ✓ Checked |
| Technological Uncertainty | Manual judgment | ✓ Checked |
| Process of Experimentation | Manual judgment | ✓ Checked |
| Technological in Nature | Manual judgment | ✓ Checked |
| Tracking qualifying projects | A spreadsheet somewhere | Tracked in the books, year-round |
Screening is a preliminary read to surface candidates for your team’s review — not a determination of the credit. Your firm confirms qualification and computes the claim.
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