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Services

What will AGI do for Investment tax credit?

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The work itself

Grounded Work Profile

Tools

  • Client Document PortalserviceBlueprint
  • Tax Research DatabaseserviceBlueprint
  • Tax Provision SoftwareserviceBlueprint
  • Document Management SystemserviceBlueprint
  • Tax Filing SoftwareserviceBlueprint
  • Electronic Tax Filing SystemserviceBlueprint

Outputs

  • Credit Calculation WorkpaperserviceBlueprint
  • Eligibility Substantiation FileserviceBlueprint
  • Tax Credit Claim FormserviceBlueprint

Measured by

  • Filing AccuracyserviceBlueprint
  • Claim Acceptance RateserviceBlueprint

Key steps

  • Review eligible capital spendserviceBlueprint
  • Map expenditures to credit rulesserviceBlueprint
  • Calculate qualifying credit amountserviceBlueprint
  • Assemble supporting documentationserviceBlueprint
  • Prepare credit claim filingserviceBlueprint
  • File claim with tax authorityserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Investment tax credit

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Investment tax credit connects

absorbs

  • Capital Expenditure Tax Accountingmodel
  • Tax Credit Claim Processmodel

composes

measured by

  • Claim Acceptance Ratemodel
  • Credit Dollars Capturedmodel
  • Filing Accuracymodel

optimizes

  • Audit Defensibilitymodel
  • Credit Capture Ratemodel

produces

  • Credit Calculation Workpapermodel
  • Credit Claim Schedulemodel
  • Credit Eligibility Memomodel
  • Eligibility Substantiation Filemodel
  • Substantiation Filemodel
  • Tax Credit Claim Formmodel

realizes

  • Assemble supporting documentationmodel
  • Assess credit eligibilitymodel
  • Calculate qualifying credit amountmodel
  • Compile substantiation evidencemodel
  • File claim with tax authoritymodel
  • File credit claim with authoritymodel
  • Intake qualifying expendituresmodel
  • Map expenditures to credit rulesmodel
  • Prepare credit claim filingmodel
  • Prepare credit claim formsmodel
  • Quantify eligible credit basismodel
  • Review claim for defensibilitymodel
  • Review eligible capital spendmodel

Go deeper

Explore Investment tax credit

Read the deeper take on agi.asView as markdown