Position paper

When all three surveys of the year are signed, TaxTrex AI agents combine them, with their supporting documents, into an R&D tax substantiation position paper.

The paper explains how the claim meets each legal and substantiation requirement, and links every point to the evidence behind it.

✓A summary of the R&D activities and qualified research expenses
✓How each legal requirement is met, with the supporting evidence
✓The three time-stamped survey sign-offs, as proof of real-time documentation
✓A risk rating for the claim, with the reasons behind it
✓Suggestions for improvement, and points for your adviser to confirm before filing

R&D tax substantiation position paper built from the three signed surveys

Built by AI agents, from your own records

Specialist AI agents summarise the activities, identify the technical uncertainties and experimentation, link the evidence, check the claim against the R&D tax legal and substantiation requirements, and flag risks or gaps.

The finished paper downloads as a PDF, ready for your R&D tax adviser.

See all features