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TaxTrex features
Substantiate your R&D claim in 3 steps and 90 minutes
TaxTrex records your R&D while it happens: three surveys a year, one every four months, each time-stamped and signed off by you. Complete them yourself, or let TaxTrex AI do the work from your words and your documents.
Manual and AI mode
At the start of each claim year, choose how your three surveys will be completed: manually, as TaxTrex surveys have always worked, or with TaxTrex AI. The choice applies to the whole year, so your record stays consistent.
Text or voice input
Tell TaxTrex what the project is about and what happened in the last four months, with as much detail as possible. Type it, or simply speak it. TaxTrex AI uses your description, together with your documents, to complete the survey.
AI agent-assisted surveys
Upload the documents from the period. TaxTrex AI reads each one, identifies what it is, and completes the survey: written answers from your description, and documentation boxes ticked only from documents it has actually read. You review every answer and sign off.
Hallucination control
Three independent AI models cross-check every survey answer against your supporting documents. An answer is confirmed only when all three agree it is supported.
Where a figure differs, the survey uses the figure from your documents, such as hours from the timesheets. Anything that cannot be verified is flagged for you to check before you sign.
The more detail you give when you describe the project, the less the AI has to infer, so TaxTrex asks you to type in what the project is about with as much detail as possible.
AI risk assessment and remedy management
After each survey is signed, TaxTrex AI checks your answers against your documents, shows how much of the survey is backed by evidence, and suggests the documents that would close each gap, such as a literature review of current technologies.
Time-stamping
Every survey is signed off by you and time-stamped, then locked as a real-time record. TaxTrex documents your R&D prospectively, while it happens, rather than reconstructing it at the end of the year.
Position paper
With all three surveys signed, AI agents combine them into an R&D tax substantiation position paper: how each legal requirement is met, the supporting evidence, the three time-stamped sign-offs, a risk rating for the claim and suggestions for improvement.
User access for advisers, clients and tax preparers
TaxTrex connects the R&D tax adviser, the client and the tax preparer on one claim. Each user gets the access their role needs, so everyone works from the same record without compromising security.
Research based:
Tested on 1,500+ R&D claims per year over a 4 year period
This core feature of TaxTrex is what separates it as the professional’s choice.
Swanson Reed’s in-depth research into R&D claims and case law was published in The Tax Adviser. The research conducted in this paper formed the basis for the TaxTrex concept.
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