R&D Time Survey
Your company is eligible to claim tax credits based on the design-build, engineering, prototyping and special project work the company performs. Please complete the following questions and time estimates to the best of your knowledge.
Your Name
*
First Name
Last Name
Your Role or Title
Are you filling this out on behalf of another employee or someone that you supervise?
Yes
No
Personnel Name
First Name
Last Name
Personnel Role or Title
Please estimate your time spent on the following areas for ALL projects (combined) that you worked on in each of the below years in the form of a percentage (%). Note each year column must total 100%.
Rows
2011
2012
2013
2014
2015
2016
2017
Marketing
Cost Estimating
Value Engineering
Design / Calculations
Concept development and ideation
Document Management / Control
Contract Administration
Direct Supervision of software development
Internal Process Improvement / Equipment Efficiency
Meetings to Discuss / Resolve Technical Design Issues
Resolve Technical Design Issues Encountered after Testing
Developing test environments for functionality and performance analysis
Accounting / Human Resources / IT / Legal
Non-technical Executive Management Meetings
Administrative
Writing Code & Software Programming
Other Non-Qualified, Non-technical work
TOTAL MUST = 100%
Signature:
*
Submit
Should be Empty: