Clear boundaries between time records and R&D tax credit judgment
What Handled produces
A complete documentation package for CPA review: timestamped time records with full correction history, plus structured project narratives capturing technical goals, uncertainties, and experimented approaches — all linked to the individuals and time periods in question.
- Timestamped time entries
- Project narratives — goals, uncertainties, alternatives
- A complete correction and approval history
- Attribution to individuals and projects
Starting mid-year
Most companies adopt Handled after their tax year has started. During onboarding, we can import year-to-date time entries from your existing system or spreadsheet so exports can cover the full year.
- Imported entries are clearly labeled as imported.
- Imported entries reflect the source you provide and do not include Handled's correction and approval history for that period.
- Time recorded in Handled going forward includes the full correction and approval history captured in the system.
Your accountant retains judgment on how to interpret historical, imported time.
Boundary
Handled records time and preserves history. It does not determine eligibility or calculate credits. Accountants retain judgment.
What Handled does not determine
- Which activities qualify as R&D
- Tax credit calculations
- Replacing your accountant or CPA
Increase reliability and defensibility
