Section G, explained
What project-by-project reporting asks for, who it applies to, and how to get your records ready.
Article coming soonOver 40 years of R&D tax credit leadership. We build the documentation the IRS expects and stand behind every claim.
Section G of Form 6765 requires project-by-project detail for tax years beginning after 2025. Documentation is no longer optional. It’s our specialty.
What changedA clear, documented path from the work you already did to a claim you can stand behind.
We review your projects against the four-part test and identify qualified research and expenses.
Technical narratives, business components and evidence, organized project by project.
Accurate QRE calculations and Form 6765 support, including Section G, for you and your CPA.
If the IRS has questions, your file is ready and we help you respond.
Every Boomerang RD study is built to be read by an examiner: clear, specific, and tied to evidence.
Shown for illustration only. The company and figures are fictional.
Project 03: Adaptive gripper control firmware
Documentation evidence
Design docs & tickets Test logs & results Time allocation recordsBusiness component information, reported project by project
| Business component | Type | Info sought |
|---|---|---|
| Gripper control firmware | Software | Control method |
| Vision calibration tool | Software | Calibration approach |
| Lightweight arm joint | Product | Materials & design |
A simple, honest comparison of the ways companies usually claim the credit.
| Boomerang RD | Do it yourself | Big firms | |
|---|---|---|---|
| Your team’s time | ✓Light. We lead the interviews and the writing. | ✕Heavy. Your engineers and finance team do it all. | ~Varies. Often many rounds of requests. |
| Specialization | ✓R&D tax credits only, with 40+ years of leadership experience. | ✕Generalist knowledge, learned as you go. | ~One service line among many. |
| Documentation depth | ✓Project-by-project narratives and an evidence index. | ✕Often spreadsheets and estimates. | ✓Thorough, at big-firm scale and pricing. |
| Audit readiness | ✓Built to hold up from day one, with support if the IRS asks. | ✕Rebuilt after the fact under pressure. | ~Good, though you may be a small account. |
Swipe to compare →
The IRS uses a four-part test for qualified research. Answer four quick questions about your work this year.
Think new features, better performance, higher reliability, or improved quality.
Software development, chemistry, mechanical design, and lab science all count here.
If the answer wasn’t obvious to your team, there was uncertainty.
A/B tests, prototypes, simulations, trial batches and code iterations are typical.
This quick check is general information, not a determination of eligibility or tax advice.
If your team designs, builds, tests or improves, there may be a credit waiting.
New platforms, algorithms, integrations and scalable architecture.
Device design, clinical software, diagnostics and testing.
Recommendation engines, logistics tools and checkout performance.
Formulation, process development and analytical methods.
Prototypes, tooling, automation and process improvement.
What project-by-project reporting asks for, who it applies to, and how to get your records ready.
Article coming soonHow research expenditure rules interact with your credit, and what to discuss with your CPA.
Article coming soonHow qualified small businesses may apply part of the credit against payroll taxes.
Article coming soonStart with a free eligibility review. We’ll look at your projects and tell you plainly what may qualify.