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Claim the Federal R&D Tax Credit in real time

Once your accountant has set you up to claim the Federal R&D Tax Credit, you have the option to claim the credit against your employer Social Security taxes in real time.

Option 1: Upgrade when you process payroll

  1. Begin to run your regular payroll until you've reached the Review and Submit screen.
  2. Clickthe Learn more link located in the prompt at the bottom of the screen.
  3. If you agree to the monthly fee and Terms and Conditions, click Upgrade Now.
  4. Your payroll will now be updated with the applicable portion of your credit being taken out.
  5. Click Submit Payroll to finishing running payroll.

Option 2: Upgrade from your Settings tab

  1. Click Settings.
  2. Navigate to the Customization tab.
  3. Under Toppings, Click edit next to Real Time Federal R&D Tax Credit.
  4. Toggle to Enable.
  5. Click Save.
  6. You will see the R&D Tax Credit savings on the next payroll you process.

Gusto fee

You will be charged $100/month in any month in which you claim the R&D Tax Credit.


If you do not wish to take the R&D Tax Credit in real time anymore, you may cancel at any time by contacting our Customer Care team.

Georgia R&D Tax Credit

Learn more about how to claim the Georgia R&D Tax Credit here.