You already process the payroll that the R&D payroll credit offsets, and hold the data that supports it. That makes you uniquely positioned to bring your clients a benefit most never hear about.
Discuss a PartnershipThe R&D payroll credit is claimed on Form 8974 with the quarterly 941, the exact returns you already file. Partnering with Novaric lets you offer eligible clients up to $500,000 a year in payroll-tax savings, monetized through the payroll platform you already run, while we handle the R&D study and the forms.
The studies most relevant to your book, and the client signals that point to them.
PEO and payroll partnerships typically run white-label or referral, we handle the study and forms; you apply the offset through the payroll you already manage.
Your clients. Your relationship. Our specialty.
Through Form 8974 filed with the quarterly 941, which reduces their employer payroll-tax deposits, we prepare it and coordinate with your platform.
No. We handle qualification and the forms; you handle the payroll application, which you already do every quarter.
This page is general information, not tax or legal advice. Whether a client’s activities or property qualify depends on their facts and applicable law, and is determined through the appropriate study. Novaric coordinates with the partner firm and does not guarantee eligibility, savings, or any IRS outcome.