Purchasing Guides / R&D Tax Evidence Preparation

R&D Tax Evidence Preparation

Turn engineering records into source-linked project narratives and time-allocation drafts for your tax adviser.

Yearly running cost

Assuming 1,200 project packs a year

By hand
$108K / year
1,800 hours of work
Subscription
n.a.
This workflow
$117 / year
Machine usage only; setup, hosting and review are extra.
Which evidence should it prepare?

Turn engineering records into source-linked project narratives and time-allocation drafts for your tax adviser.

One project pack includes up to 100 engineering records.

No source code collection, eligibility decisions or tax filing. Your tax adviser approves narratives and allocations.

What is included

Use ticket exports, commit metadata and agreed project mappings. Time allocations are drafts, not proof of hours worked. Missing evidence stays visible rather than being invented.

Use ticket exports, commit metadata and agreed project mappings. Time allocations are drafts, not proof of hours worked. Missing evidence stays visible rather than being invented.

Claim scope: up to 1 adviser-approved jurisdiction and period.

Model input budget: up to 16,000 tokens across the reference run.

Model output budget: up to 2,200 tokens across the reference run.

Standard independent test set: at least 100 project packs.

Strict independent test set: at least 200 project packs.

Reference application CPU: 2 cores.

Reference application memory: 4 GB.

What standard do you need?

Choose the acceptance targets your provider must demonstrate on your own test material.

How these standards are measured

Hold out complete projects and claim periods, including shared contributors, duplicated tickets, missing dates and projects with no qualifying evidence. Agree the holdout set before tuning. Report each metric with its numerator, denominator and exclusions; abstentions count against coverage. Test all inputs, including failures, rather than only accepted results.

Targets for your selected standard
What is checkedTarget
Source-linked statementsSupported factual statements divided by all factual statements in delivered narratives; missing or incorrect citations fail.≥98%
Relevant records includedRelevant records represented divided by all relevant records in an independently labeled project pack.≥95%
Correct allocation calculationsCorrect contributor-period totals divided by all required totals; overlapping assignments must not double-count time.≥99%
Approval and data controlsPassed control cases divided by all independently tested unauthorized-action, stale-input and sensitive-data cases; any critical failure rejects delivery.≥100%

Targets apply to the agreed independent test set, not every possible future input. During the pilot, a person reviews every result. Any unauthorized action or sensitive-data exposure fails acceptance.

How quickly do you need each project pack?

Choose the time from accepted input to a reviewable project pack. Human review and waiting for source access are separate.

Timing details

Measure wall-clock time including queueing, model calls, validation and permitted retries. Report failures and deadline misses. Faster targets need pilot testing; they are not vendor benchmarks.

The target applies to at least 95% of agreed test runs, with 1 in progress at a time.

How much should each project pack cost?

Choose a machine-cost target per project pack. A lower cap may limit model calls and iterations.

Cost details

Includes reference model usage, a retry allowance and allocated hosting at the stated volume. Human review, source-system subscriptions and paid connector access are separate. A tighter target must preserve the selected standards in the pilot.

Reference machine cost: $0.40 – 0.70 per project pack at 100 project packs a month. The selected cap is a target to test, not a replacement for this estimate.

Where do you want it to run?

Run the workflow in your cloud or on your own machine. Choose separately whether it may use an external AI model.

Data and access details

Run in your controlled cloud environment with scoped access and retained review records.

Use an approved external model with the agreed data-processing terms and minimum necessary input.

Local hosting does not itself keep data offline. Connected business systems may still use the network. Private inference needs suitable hardware and a separate measured running cost; access and retention rules must be agreed before real data is used.

How do you want to use it?

Choose a browser interface, an MCP tool for your current agent, or a standalone agent.

Anything else your provider should know?

Optional. Your choices are included automatically.

Common questions

When should I buy this instead of subscribing?

Buy when you need this work to run inside your own process with your own rules. Subscribe when an existing product already fits and you prefer its managed support.

Does this decide which work qualifies for tax relief?

No. It organizes the evidence and drafts the narrative. Your adviser applies the relevant rules and approves the claim.

Can I ask for a different system or workload?

Yes. Add it to your brief and agree the scope and final price with your provider. Extra connections, permissions or larger workloads can change the guide price.

What do I still need to maintain?

Keep source access and rules current, review failures and retest changes. Ongoing support is optional and priced separately; the setup price is not a managed-service subscription.

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