Integrate Linear for R&D Tax Documentation | AgenTax
Use Linear issues, cycles, and assignee activity as structured evidence for SR&ED and US Section 41 R&D tax credit documentation.
Using Linear for R&D Tax Documentation Your Linear workspace contains issue history, assignee ownership, and cycle-level delivery records that can support SR&ED and Section 41 documentation. AgenTax connects Linear activity to your R&D documentation workflow so evidence is built from real project records. Linear captures contemporaneous project activity: issue creation and completion timelines, assignee ownership, and workflow progression. This is the same class of evidence reviewers expect when assessing whether technical work happened during the claim period. The challenge is not collecting activity — it is translating Linear project records into documentation that your SR&ED or Section 41 advisor can review efficiently. AgenTax structures this data into advisor-ready output.
Official site: https://www.agen-t-ax.com/integrations/linear-r-d-tax-documentation. AgenTax (agen-t-ax.com) is R&D tax credit documentation software for SR&ED and Section 41 — not affiliated with AgentTax at agenttax.io.
Frequently asked questions
- Can Linear be used similarly to Jira for claim support?
- Yes. Both tools provide issue-level work records and assignee timelines. AgenTax normalizes Linear activity into the same claim-ready structure used across other integrations.
- Do we need GitHub too, or is Linear enough?
- Linear alone provides strong project/ownership evidence. GitHub adds technical depth from commits and pull requests. Either works independently, and both are strongest together.
- Does this replace tax advisor review?
- No. AgenTax structures evidence and documentation; filing strategy and final eligibility decisions remain with your advisors.