How does it handle credit utilization limits?

The skill evaluates §38 general business credit limitations, §280C deduction adjustments, and models the 1-year carryback and 20-year carryforward rules for optimal credit usage.

Can it help prepare for a tax credit audit?

Yes, the skill assists in assembling contemporaneous documentation, performing nexus studies, and verifying that project narratives meet the IRS four-part test to mitigate audit risk.

What types of tax credits does this skill support?

It supports a wide range of federal and state credits, including IRC §41 R&D credits, IRA energy credits (ITC, PTC, 45X), Work Opportunity Tax Credits (WOTC), and various investment-based incentives.

Does it account for the 2022 Inflation Reduction Act changes?

Absolutely. It includes specialized workflows for IRA energy credits, including prevailing wage/apprenticeship requirements, domestic content adders, and modeling for direct-pay or transferability.

Tax Credit Analysis & Planning

Name: Tax Credit Analysis & Planning
Author: lev-os

bylev-os

•

生産性とワークフロー

Identifies, structures, and quantifies tax credit opportunities including R&D, energy, and employment credits to maximize tax efficiency and compliance.

This skill empowers Claude to act as a specialized tax strategy consultant for identifying and structuring federal and state tax credits. It provides domain-specific guidance on complex tax codes, including IRC §41 R&D credits, Inflation Reduction Act (IRA) energy incentives, and Work Opportunity Tax Credits (WOTC). By analyzing entity profiles, financial data, and project narratives, the skill helps teams quantify credit amounts, model utilization against tax liabilities, and ensure compliance with rigorous IRS requirements such as the four-part test for research activities or prevailing wage standards for energy projects.

主な機能

01Contemporaneous documentation assembly and audit risk assessment

02IRA energy credit analysis including ITC/PTC bonus adders and transferability elections

03Comprehensive credit screening for R&D, energy, investment, and employment incentives

042 GitHub stars

05Multi-year credit utilization forecasting and carryforward/carryback modeling

06Automated quantification of R&D QREs and credit rate modeling (Regular vs. ASC)

ユースケース

01Managing multi-entity tax credit strategies and tracking compliance for employment-based incentives

02Quantifying federal and state R&D tax credits for high-growth technology or engineering firms

03Evaluating eligibility and bonus adders for renewable energy projects under the Inflation Reduction Act

主な機能

01Contemporaneous documentation assembly and audit risk assessment

02IRA energy credit analysis including ITC/PTC bonus adders and transferability elections

03Comprehensive credit screening for R&D, energy, investment, and employment incentives

042 GitHub stars

05Multi-year credit utilization forecasting and carryforward/carryback modeling

06Automated quantification of R&D QREs and credit rate modeling (Regular vs. ASC)

ユースケース

01Managing multi-entity tax credit strategies and tracking compliance for employment-based incentives

02Quantifying federal and state R&D tax credits for high-growth technology or engineering firms

03Evaluating eligibility and bonus adders for renewable energy projects under the Inflation Reduction Act