Neo.Tax AI features and pricing (October 2026)

Neo.Tax is software for US companies that claim the federal R&D tax credit and capitalize software development costs. Six AI agents read engineering and payroll data, qualify projects and produce an audit-ready credit study for the tax team.

Neo.Tax offers three products: an R&D tax credit study, software capitalization under ASC 350-40 and R&D capitalization under Section 174. The system connects to Jira, GitHub, payroll, the general ledger and org charts and works from ticket-level data instead of employee surveys. Output includes per-employee allocation trails, project qualifications with confidence scores and exports for auditors. Customer logos on the website include Adobe, Block, Capital One, Notion and Zapier. The product is aimed at software-heavy companies with a finance or tax team that owns the credit claim; the vendor does not publish its headquarters address.

• Builds the project list from ticketsProject Creator pulls tickets and metadata from Jira and GitHub and clusters them into a complete list of qualified and non-qualified projects. The tax team starts from the actual engineering work instead of interviewing managers about what they built last year.
• Qualifies projects under Section 41The IRS Qualification agent tests each project against the four-part test, including technical uncertainty and process of experimentation, using more than 20 signals from Jira, payroll and GitHub. Ambiguous projects go to a person for review, and every decision is kept in the audit trail.
• Allocates wages and computes QREsQuantifier and QRE Calculator assign effort per task from ticket data and roll it up by project to compute qualified research expenses. Finance gets a wage allocation it can trace back to specific tickets rather than estimates.
• Drafts narratives and audit defenseProject Narrative writes the documentation for each qualified project, and QRE Defender prepares the justification a team needs if the IRS examines the claim. This shortens the writing work at year end and keeps evidence together for later questions.

• Works from ticket-level engineering data in Jira and GitHub instead of time surveys, with an audit trail per employee.
• Covers the R&D credit, Section 174 capitalization and ASC 350-40 software capitalization with the same data connections.
• Offers single-tenant and customer-hosted deployments in addition to the standard cloud service, according to its security page.

Neo.Tax is built for the US research credit under IRC Section 41 and Section 174 capitalization, and the vendor stores customer data in the United States.

Neo.Tax covers US federal rules only, so it fits companies with a US tax footprint. Customer data is stored in US regions of AWS and Google Cloud; EU entities should review the transfer basis, since the privacy policy relies on Standard Contractual Clauses. Ask for the SOC 2 Type II report and the DPA, confirm whether SSO via SAML or OIDC is included in your contract, and agree how auditors will receive the allocation exports.

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