Tax Credits
Automatically identify, capture, and monetize eligible tax credits — from R&D to WOTC — maximizing returns with audit-ready documentation.
How it works
Theorem's credit discovery engine scans your financial data, employee records, and operational activities to identify every eligible tax credit — including R&D, WOTC, energy, and state-specific incentives you may be missing.
Every credit claim is backed by automatically generated supporting documentation linking activities to qualifying criteria. Workpapers, contemporaneous records, and calculation methodologies are always audit-ready.
Performance
Three pillars
Capture every dollar you're owed.
Automated credit discovery and documentation that maximizes your tax savings.
Credit Discovery Engine
AI scans your financial data, employee records, and operational activities to identify every eligible tax credit — including R&D, WOTC, energy, and state-specific incentives you may be missing.
Automated Documentation
Every credit claim is backed by automatically generated supporting documentation linking activities to qualifying criteria. Workpapers, contemporaneous records, and calculation methodologies are always audit-ready.
Monetization & Filing
Credits are calculated, applied to returns, and filed electronically. For transferable credits, Theorem connects you with buyers and brokers to monetize credits you cannot use directly.
Agents in action
Your always-on tax credit team.
Agents that handle the full credit lifecycle — from discovery to documentation and filing — with complete auditability.
Agents discover and document credits
A single discovery trigger activates identification, qualification, and documentation agents that work in parallel and resolve autonomously.
Capture rate improves over time
Every credit study, audit outcome, and regulatory update feeds back into the model. Your credit capture gets more comprehensive with every cycle.
Encode your business activities, employee data, and R&D projects into structured training data for credit qualification.
Fine-tune discovery models on your industry, entity structure, and historical credit claims for maximum identification.
Agents auto-generate workpapers, link qualifying activities, and prepare audit-ready documentation.
Every filing cycle improves identification accuracy, documentation quality, and monetization speed.
Maximize your tax credits.
See how Theorem identifies and captures tax credits your business may be leaving on the table.