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Enterprise Layer Intelligence
Categories/Tax & Accounting/Neo.Tax
Neo.Tax

Neo.Tax

Founded by Ahmad Ibrahim in 2019

Automate R&D tax credit calculations and capitalization studies using your engineering data

Pricing model

Free

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Neo.Tax to automate research and development tax credit claims and software capitalization reports. The system connects directly to your developer and financial tools like Jira, GitHub, and payroll systems to evaluate engineering activity in real time. Six specialized agents analyze technical work against IRS regulations, calculate qualified research expenses, and draft compliance narratives. This eliminates tedious employee surveys and interviews while creating audit-ready documentation to support tax filings under section 41 and section 174 without external consultant delays.

What Neo.Tax does

Connect engineering repositories and issue trackers to tax calculation workflowsIngest payroll data and general ledger records to match developer wages to projectsEvaluate engineering tasks against IRS qualification tests automaticallyCalculate qualified research expenditures across all product teamsGenerate complete R&D tax credit study documentationProduce ASC 350-40 software capitalization schedulesExport audit trail reports linking claims directly to technical work logsAnalyzes engineering tickets and commits from Jira and GitHub without manual taggingConnects with payroll providers and accounting ledgers to track eligible wages and expensesCalculates Qualified Research Expenses according to IRS Section 41 rulesGenerates detailed project technical narratives for audit defenseSupports software capitalization accounting under ASC 350-40 standardsAutomates Section 174 R&D expense classification and calculationsProvides continuous calculation updates instead of annual retrospective surveysOffers single-tenant and customer-hosted cloud deployments with strict data privacy

Pricing breakdown

Pricing model: Free

Frequently asked

JiraJiraLinearLinearWorkdayWorkdayGithubGithubADPADPSlackSlackOktaOkta

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