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FAQs
If your business invests in the innovation of a product or process, you may qualify for the R&D tax credits. To see if your business qualifies, sign up for your free trial of Instead to help determine your project’s eligibility.
Instead is the first solution that allows taxpayers, accountants, and their tax advisors to collaborate on claiming R&D credits by helping you determine project eligibility, estimate tax savings, and create the required documentation all in one affordable and accessible platform.
Once you enter your business and R&D spend details into Instead, you’ll get an estimated savings for how much your business could save. After receiving your estimated savings, Instead will guide you through the documentation and steps needed to claim the credit.
Yes, the R&D tax credits are legitimate and were created by the government of the United States to encourage technology-based innovation by providing tax credits.
As with any tax credit, the R&D tax credits create funds that go back into your business’s pocket to fuel additional innovation and grow your business’s bottom line.
The first step is to find your estimated savings in Instead in a matter of minutes. Once you determine an estimate of savings, Instead guides you every step of the way from determining the projects and expenses that are eligible to creating documentation needed and preparing final documents for submission during tax season.
No, you do not. We created Instead with educational, step-by-step guides to make these lucrative tax credits accessible and affordable to any business, regardless of their prior experience working with R&D tax credits. However, we do recommend working with tax and accounting professionals to gain full confidence in claiming your credit.
We expect you to have questions along the way! That’s why we’ve built Instead as a guided platform that educates you as you move through the process of claiming R&D tax credits.
If your questions aren’t answered directly inside the platform, you can always access our team via live chat and/or browse our self-serve knowledgebase of 200+ articles. Additionally, you can also choose to work with an Instead Pro user.
Pro users are accountants, tax professionals, EAs, CPAs and R&D consultants who can assist you in claiming your R&D tax credits.
If you get audited, you are able to generate information and provide auditing authorities with information requested that you have stored in Instead.
If additional support is needed to help support an audit, we suggest you consult with your tax professional.
Instead does not guarantee your success in audit and the taxpayer is ultimately responsible for documentation and support of any data entered into Instead.
The free trial is 7 days.
Yes, you can add multiple users during your free trial including an internal accountant, external tax advisor, spouse or domestic partner, and any additional stakeholders or staff you need.
At the end of your free trial, you will need to purchase an annual or monthly plan to continue your journey to realizing R&D tax credit savings.
If your free trial expires and you choose not to move forward with purchasing a plan, you will no longer have access to the data you’ve entered into Instead.
You can upgrade to a paid account any time during your free trial when you are logged into Instead via the banner at the top of your screen.
Yes.
If you are on the monthly plan, you may add and remove entities as you choose each month as your subscription renews.
If you are on the annual plan, you may add and remove entities as you choose upon your annual renewal.
If you are on a monthly plan, you can cancel anytime during the month, and you won’t be charged on your next monthly billing date. If you’re on an annual plan, you can cancel anytime and won’t be charged on your next annual billing date.
Instead is designed for businesses, internal accountants and finance teams to be able to estimate and realize R&D tax credit savings on their own through a turnkey, step-by-step affordable platform.
Instead Pro is designed for accounting and tax firms to be able to manage and collaborate with several business clients’ throughout the R&D tax credit process.
No, you do not. Instead’s pricing is based on the number of entities you add to your account, not users. You are welcome to add additional users to each of your entities at any time for no additional fee including an internal accountant, external tax advisor, spouse or domestic partner, and any additional stakeholders or staff you need.