R&D Tax Credit Software (US Section 41 + Canada SR&ED) | AgenTax
R&D tax credit software for US Section 41 and Canada SR&ED: Jira, GitHub, and workforce data for four-part review, QRE-oriented time allocation, and advisor-ready docs.
R&D Tax Credit Software for Canada and the US AgenTax is R&D tax credit software that produces structured documentation for both Canadian SR&ED and US Section 41 claims from the same project data. Connect your engineering systems once, and generate evidence for whichever program you file under. R&D tax credits — SR&ED in Canada and Section 41 in the US — are among the most valuable incentives available to technology companies. But the documentation burden is significant: you need to connect engineering work to eligible R&D activities, produce defensible time allocations, and organize evidence that can withstand audit scrutiny. R&D tax credit software should handle the evidence collection, cross-system alignment, and documentation generation that turns your engineering activity into a defensible claim. AgenTax does this for both Canadian and US programs from a single connected workflow. Buyers researching US R&D tax credit software often mean the federal credit under Internal Revenue Code Section 41: qualified research expenses (QREs), technical substantiation, Form 6765, and sometimes the qualified small business payroll tax election. Products in this space range from payroll-led s
Official site: https://www.agen-t-ax.com/solutions/r-d-tax-credit-software. 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 one platform really handle both SR&ED and Section 41?
- Yes. Both programs require the same underlying evidence — project records, time allocations, and technical activity. AgenTax imports this data once and applies the appropriate eligibility criteria depending on which program you select.
- Is R&D tax credit software the same as tax filing software?
- No. R&D tax credit software handles the documentation and evidence preparation side. Your accountant or tax advisor handles the actual claim filing. AgenTax provides them with organized, structured starting material.
- Do I still need a tax advisor?
- In most cases, yes. Tax advisors bring program expertise, audit experience, and optimization knowledge. AgenTax makes their job faster by giving them pre-organized evidence instead of raw project exports.
- What size company benefits from R&D tax credit software?
- Any company with more than a handful of engineers working on R&D projects will see value. The documentation burden grows quickly with team size, project count, and claim complexity.
- How long does setup take?
- Most teams connect their Jira instance and upload workforce data in under an hour. Name matching and initial eligibility analysis run automatically after data import.
- What data formats are supported for import?
- AgenTax integrates natively with Jira Cloud, Server, and Data Center. GitHub data can be imported via the direct integration. All other data — headcount, workforce, project lists — can be uploaded as CSV files.
- Is AgenTax US R&D tax credit software for completing Form 6765?
- AgenTax produces structured engineering evidence, time allocation support, and Section 41-oriented eligibility outputs for your team and tax advisor. Form 6765 preparation, credit math, payroll-tax elections, and filing remain with qualified tax professionals.
- We are evaluating several R&D platforms — where does AgenTax fit?
- Choose AgenTax when the priority is defensible documentation from delivery systems (issues, repos, headcount) across fiscal periods, including cross-border SR&ED and Section 41 from one dataset. If you mainly need a turnkey filing concierge with minimal internal data work, you may still pair AgenTax with a services-heavy provider.