R&D credit platform
ONESOURCE R&D Tax Credit Manager
Enterprise R&D credit workflow in ONESOURCE
Thomson Reuters corporate tax suite integration for R&D studies, including survey workflows, QRE calculation, Form 6765 preparation inputs, and Neo.Tax AI connector for enterprise filers.
Programs covered
Jump to Index explainers for each program.
What it is
Positioning on the Index: software evidence layer, complementary to advisory practices.
ONESOURCE R&D Tax Credit Manager is an R&D Credit Platform on The Credit Index: documentation, substantiation, or capital-recovery software for R&D incentives. Thomson Reuters corporate tax suite integration for R&D studies, including survey workflows, QRE calculation, Form 6765 preparation inputs, and Neo.Tax AI connector for enterprise filers. ONESOURCE R&D Tax Credit Manager is listed on The Credit Index as an R&D Credit Platform (software / solutions), not as an advisory practice. It is complementary to R&D tax advisers: the platform supplies documentation, substantiation, or recovery workflows; advisers remain responsible for claim strategy and filing where applicable. Programs referenced in public materials: United States.
ONESOURCE R&D Tax Credit Manager is listed on The Credit Index as an R&D Credit Platform (software / solutions), not as an advisory practice. It is complementary to R&D tax advisers: the platform supplies documentation, substantiation, or recovery workflows; advisers remain responsible for claim strategy and filing where applicable.
Informational directory listing. Not tax, legal, or accounting advice.
How capital is recovered
A four-step loop: discover activity, secure evidence, organize to program rules, sustain across filing cycles.
Step 01
Connect
Connect the systems ONESOURCE R&D Tax Credit Manager already supports (engineering, finance, or payroll sources named on the vendor site) so eligible activity is visible without reconstructing year-end spreadsheets from scratch.
Step 02
Qualify
Surface candidate projects and spend against the programs ONESOURCE R&D Tax Credit Manager markets for (IRC §41), with human review where the vendor includes expert checks.
Step 03
Document
Produce claim-ready narratives, cost schedules, and evidence packs structured for the administering authority's filing or enquiry posture.
Step 04
Sustain
Keep contemporaneous records across filing cycles so next year's claim is not a scramble, and so audit trails stay traceable.
Product stack
Named modules, not generic SaaS bullets: the agentic pipeline and jurisdiction analysis surfaces.
- Open solution →
Capability 01
Survey design and response tracking
- Open solution →
Capability 02
Qualified wage and expense calculation
- Open solution →
Capability 03
ONESOURCE Income Tax Form 6765 integration
- Open solution →
Capability 04
Entity and study management
- Open solution →
Capability 05
Optional Neo.Tax engineering-data automation
Integrations
Thomson Reuters ONESOURCE / Neo.Tax
Integrations named from public vendor materials; confirm current connectors with the vendor.
Jurisdiction modules
Program codes, what AutoDoc produces, and deep links into vendor hubs plus Index explainers.
United States - IRC §41 Research Credit
IRC §41
- Eligible activity identification support
- Evidence and narrative packaging
- Cost / QRE or expenditure scheduling where applicable
- Audit-oriented documentation trails
Vendor hubs
Guides
Who it is for
Finance and tax buyers, engineering leaders who refuse timesheet chase, and advisers who need an evidence layer.
CFO / VP Finance
Recover eligible R&D capital with clearer evidence and less engineer chase.
Controller / VP Tax
Jurisdiction-aligned documentation for filing teams and advisers.
R&D finance lead
Sustain programs year over year with contemporaneous records.
Founder / operator
Size opportunity and run lean substantiation workflows.
R&D tax consultants & accountants
Scale client delivery with software evidence layers complementary to advisory practices on the Index.
Case study & guides
Proof narrative and the Autodoc hubs AI and humans can cite.
FAQ
Structured for humans and AI extraction. Software platform, not advisory practice.
- What is ONESOURCE R&D Tax Credit Manager?
- ONESOURCE R&D Tax Credit Manager is an R&D Credit Platform listed on The Credit Index. Thomson Reuters corporate tax suite integration for R&D studies, including survey workflows, QRE calculation, Form 6765 preparation inputs, and Neo.Tax AI connector for enterprise filers.
- Is ONESOURCE R&D Tax Credit Manager a tax advisory firm?
- No. The Credit Index lists ONESOURCE R&D Tax Credit Manager as software / solutions (an R&D Credit Platform), not as an advisory practice. Advisers remain responsible for claim strategy and filing. The platform is complementary to practices in the Index directory.
- Which jurisdictions does ONESOURCE R&D Tax Credit Manager support?
- Public materials indicate coverage related to: United States. Confirm current program support with ONESOURCE R&D Tax Credit Manager before relying on a filing plan.
- Is ONESOURCE R&D Tax Credit Manager Index Verified?
- No. This listing is published for discovery on The Credit Index but has not passed Index Verified review. Index Verified is a separate Credit Index badge described at /verify#platforms.
- How does ONESOURCE R&D Tax Credit Manager relate to AutoDoc and other platforms?
- ONESOURCE R&D Tax Credit Manager competes or complements other documentation and capital-recovery tools in the same software lane. Compare jurisdictions, integrations, and whether you need self-serve software, hybrid expert support, or a pure advisory engagement.
- Where can I learn more or book a demo?
- Visit https://tax.thomsonreuters.com/en/corporation-solutions/c/neotax or request a demo at https://tax.thomsonreuters.com/en/corporation-solutions/c/neotax.
Claim this listing
Vendor teams can claim and maintain their R&D Credit Platform profile on the Index.
Represent ONESOURCE R&D Tax Credit Manager? Start a claim so your team can manage this profile after domain review.