SR&ED Software FAQ | AgenTax
Answers to common questions about SR&ED software, documentation workflows, claim preparation, and where AgenTax fits.
SR&ED Software FAQ Answers to common questions about SR&ED software — what it does, how it fits into your claim process, what to look for when evaluating options, and how AgenTax specifically handles SR&ED documentation.
Official site: https://www.agen-t-ax.com/resources/sred-software-faq. 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
- What does SR&ED software actually do?
- SR&ED software helps teams organize project evidence, map engineering activity to eligible R&D work, and produce the documentation needed for a tax credit claim. It automates evidence collection from tools like Jira and GitHub, runs eligibility analysis, and generates structured outputs for your advisor.
- Is SR&ED software the same as tax filing software?
- No. SR&ED software focuses on the documentation and evidence preparation side of the claim process. Tax filing software handles the actual form submission. AgenTax handles documentation; your accountant or advisor handles filing.
- Do I still need an SR&ED consultant if I use software?
- In most cases, yes. SR&ED consultants bring program expertise, audit experience, and claim optimization knowledge. Software makes their job easier by providing organized evidence rather than raw data they need to sort through.
- What size company benefits from SR&ED software?
- Any company with more than a handful of engineers working on R&D projects will see value. The manual documentation burden grows quickly with team size, project count, and claim complexity. Most teams see ROI from their first claim cycle.
- Can AgenTax handle both SR&ED and US Section 41 claims?
- Yes. The platform supports both Canadian SR&ED and US Section 41 R&D tax credit documentation from the same project data. Cross-border companies can use one workflow for both programs.
- How does AgenTax connect to my existing tools?
- AgenTax integrates natively with Jira (Cloud, Server, and Data Center) and GitHub. CSV imports are supported for headcount, workforce, and other project data. No changes to your existing engineering workflow are required.
- What does onboarding look like?
- Most teams connect their Jira instance and upload workforce data in under an hour. Name matching and initial eligibility analysis run automatically. You can review results and export documentation the same day.
- How much does SR&ED software cost?
- AgenTax offers a free pilot to get started. For pricing details, visit the pricing page. Most teams find the cost is recovered in the first claim cycle through stronger documentation and reduced preparation time.