Tax Credit Eligibility Documentation Agent

Tax credits such as the research credit require proof that activities and costs qualify, and that proof is scattered across project files. During the credit study, this agent collects project lists, time records, payroll and contractor invoices. It tests each project against every qualification rule; all tests must be met. If a project lacks evidence for a test, it sends questions to the project lead and waits, then tests again. It calculates qualified costs, using time records to support wage costs, and builds a documentation file per project. Contractor costs count only if the company keeps rights to the results. The tax manager approves the claim. Edge case: contractor costs where the vendor keeps the rights are excluded and the reason is noted in the file.