Maximize your R&D tax credit and automate the compliance tracking in hours
ClaimKit AI drafts your Section 41 claim and Section 174 amortization schedules from the tools your engineering team already uses. Federal, state, and audit-defense documentation included.
The rigor of a consultant study, at a fraction of the speed and cost
Maximum compliance without interviews, surveys or manual timesheets
Traditional R&D credit work means weeks of engineer interviews and retroactive time surveys. ClaimKit reads your Jira, GitHub, Linear, and Calendar directly and drafts your Section 41 claim from evidence. Every QRE traces back to a specific work activity.
Expert in the loop signs off on every claim
Every ClaimKit claim is reviewed and signed off by an expert in the loop before your package is filing-ready. We make sure your claim is above board.
R&D credit + Section 174 + state — one package
We handle the whole R&D tax credit claim: the §41 credit at the federal level, §174 amortization schedules for foreign R&D, and state credits across 30+ jurisdictions. We prepare your Section G-ready business component reporting for each tax year automatically.
Section G is coming. Use ClaimKit to get ready.
Starting tax year 2026, Form 6765 Section G requires any company with over $1.5M in QREs (or over $50M in revenue) to report R&D by business component — up to 50 components, with wages split between direct research, supervision, and support. If your team wasn’t tracking QREs at that level of granularity all year, your consultant is about to charge you for the excavation work: engineer interviews reconstructing the year from memory.
ClaimKit does it automatically from day one. Every ticket, every PR, every payroll entry gets mapped to a business component in real time. When tax year 2026 ends, your Section G will be a summary of work already done.
From connected tools to a filing-ready package in days
AI speed, expert review, built for your CPA
Connect your tools
Plug in GitHub, Jira, Linear, Notion, QuickBooks, Gusto, ADP, or Rippling. We pull the evidence automatically. No engineer interviews — so your team can focus on the business.
AI drafts your claim
Our AI agent and human in the loop identify qualified business components, apply the four-part test, calculate QREs from your wages and contractor invoices, allocate Section 174 amortization on the foreign portion, and draft your Form 6765 with project narratives — every figure traced to source.
Human-in-the-loop review
A senior R&D tax specialist reviews every business component, challenges edge cases, and delivers a filing-ready package to you and your CPA: Form 6765, Section 174 amortization schedules, state credit calculations, and a full R&D study — Section G-ready and audit-defensible.
AI automates to ensure speed, our expert in the loop checks for quality
Other AI tax tools ship the AI’s output directly to your CPA. We don’t. Every ClaimKit claim is reviewed line-by-line by an ex-Big 4 R&D tax specialist who’s spent a career on Section 41 and Section 174 — they catch the edge cases, confirm the four-part test is met on every business component, verify your domestic/foreign allocation for amortization, and ensure your package is filing-ready.
AI drafts
We discover signals from Jira, GitHub, payroll, and ledger data.
Experts review
An ex-Big 4 R&D tax specialist tests every business component against §41 and the four-part test, and validates your Section 174 domestic/foreign allocation.
We deliver
Filing-ready Form 6765, Section 174 amortization schedules, QRE breakdowns, state credit add-ons, and a full R&D study — packaged for your CPA.
How ClaimKit compares
| What matters | Big 4 / boutique consultants | Enterprise AI tools | ClaimKit |
|---|---|---|---|
| Pricing | 15–30% of your credit | Opaque enterprise pricing | Flat 10% of your credit, $25K minimum |
| Turnaround | 4–8 weeks | 1+ week | 3–5 days |
| Engineer interviews | Hours of interviews and surveys | Eliminated | Eliminated |
| Documentation | Manual, retrospective | Automatic, real-time | Automatic, real-time — every figure traced to source |
Questions founders and finance teams ask
Do you handle Section 174 amortization for foreign R&D?
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Yes. OBBBA restored immediate expensing for domestic R&D from tax year 2025, but foreign R&D still requires 15-year amortization under Section 174. If any part of your engineering is offshore, we calculate the split automatically and produce the amortization schedules your CPA needs.
Do you file our tax return?
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No — Form 6765 goes with your corporate tax return, which your CPA files. We deliver a filing-ready package (Form 6765, Section 174 schedules, R&D study, audit-defense documentation) to you and your CPA. Your CPA attaches it to the return.
What if the IRS challenges our claim?
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Every claim ships with contemporaneous, business-component-level documentation. If a question comes up on audit, our team of specialists is available to help you respond.
How do you save time and money for the client?
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We replaced the interview-heavy consultant workflow with AI that reads your engineering evidence directly, and we backstop it with human review only where judgment is required. Same rigor — but much faster, and at a fraction of the cost.
Ready to see what your R&D tax credit is worth?
Get a free credit estimate in under 10 minutes. We only charge if we find a credit worth filing.