Linear R&D Documentation Guide | AgenTax
Learn how Linear issue timelines and assignee ownership can support SR&ED and Section 41 documentation workflows.
Linear R&D Documentation Guide: Using Issue History for Tax Credit Evidence A practical guide for teams that use Linear and want cleaner SR&ED and Section 41 documentation support. Learn which Linear artifacts matter, how to structure workflows, and how to improve evidence quality without adding manual timesheets. Linear captures issue-level activity that is created while work is happening: ownership, status transitions, and completion timelines. That contemporaneous evidence is often stronger than year-end reconstruction from memory. The goal is to convert Linear project records into structured support your advisors can review quickly, not to force engineers into manual timesheet workflows.
Official site: https://www.agen-t-ax.com/resources/linear-r-d-documentation-guide. 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
- Is Linear data acceptable for both SR&ED and Section 41 workflows?
- Yes. The underlying requirement in both programs is defensible evidence of technical work. Linear issue history and ownership timelines provide a strong base for that evidence.
- Should we still connect GitHub?
- Recommended when available. Linear provides strong project/process context; GitHub adds technical iteration depth at commit/PR level.
- Do we need to change our whole Linear process first?
- No. Start with your existing data. Then improve issue hygiene over time to strengthen future claim cycles.