Q3 2026 R&D Tax Credit Best Practice Roundtable

Let’s recap

• Defensibility requires more than a strong technical narrative. Taxpayers must connect qualified activities and expenses to reliable source documentation, particularly when supporting employee allocations and the substantially all requirement.

• The most effective processes reduce the burden on SMEs. Leadership engagement, familiar collaboration tools, simplified questionnaires, integrated enterprise data, and more timely documentation can improve participation and accuracy.
• Existing technology can strengthen the credit process. ASML used Microsoft Teams and SAP Concur data to improve communication, protect sensitive information, and reduce manual questions.
• Pre-filing agreements may offer valuable tax certainty. Taxpayers should weigh the potential benefits against the program’s cost, resource requirements, and lack of guaranteed acceptance.

Best Practice Roundtable

Wednesday,
December 16, 2026
2:00 pm EST

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