Resources · Updated July 2026
Free R&D credit resources
Templates, worksheets, and checklists for claiming the federal R&D tax credit. Everything here is free to download, use, and share. No email gate. Verified against current IRS materials.
Markdown downloadR&D documentation templateThe record structure the IRS expects, ready to copy into Notion or download as Markdown. Business components, four-part test notes, time, and expenses.CSV downloadQRE worksheetA spreadsheet that adds up your qualified research expenses. Wages, contractors at 65%, supplies, and cloud, with the formulas built in.GuideForm 6765 walkthroughThe whole form, section by section. Which boxes a startup actually fills in, what the payroll offset election looks like, and what Section G now requires.PDF downloadFour-part test checklistOne printable page. Each of the four tests as plain yes or no questions you can answer per project.
Want a number instead of a template? The calculator estimates your federal credit in 60 seconds. New to the credit? Start with the R&D tax credit, explained for founders.