Fill in sixteen structured sections once. Substantiate turns them into an audit-ready technical narrative with the figures, tables and exhibits an examiner expects — or into a clean executive brief for the board, from the same intake.
New to this? Start with what counts as technological uncertainty, or read what Form 6765 Section G requires from tax year 2026.
Substantiate organizes and formats what you tell it. It is not a tax advisor and does not determine whether an activity qualifies — have a qualified CPA or tax counsel review any claim before you file.
config.js, so accounts are unavailable and projects
save to this browser only. Open the demo workspace to try the app.Demo uses sample data and saves only in this browser.
A specialty firm charges a percentage of the credit — often 15–25%. A self-prepared study with no narrative is the thing examiners disallow. This sits in between.
One entity, one tax year at a time.
For CPAs and consultancies running client studies.
Multi-entity groups with an internal tax function.
Prototype note: these buttons are not wired to a payment processor. In production this is where a Stripe subscription checkout would sit, with the plan gating component count, export branding and team seats.