---
title: R&D Tax Credit Audit Preparation Checklist | Free Download | CMP
description: "A free, fillable checklist for preparing an R&D tax credit audit response: the original claim file, project and wage support, reconciliation, and IRS document requests."
---

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# Facing an R&D Tax Credit Audit?

## Work from a checklist, not from memory

![Cover of the CMP R&D Tax Credit Audit Preparation Checklist](https://info.cmp.cpa/hubfs/Lead_Magnets/CMP-RD-Audit-Checklist-cover-art.png)

An R&D tax credit audit asks your business to support a claim it already filed: the projects, the employees and wages, the supplies and contract research, and the calculation on Form 6765. This free checklist walks your team through nine stages, from the day the notice arrives to the final review before each response goes to the IRS.

- What to do in the first days after an audit notice, from preserving records to limiting informal responses
- How to rebuild the original claim file: the return, Form 6765, the R&D study, and the calculation workpapers
- Employee and wage support, including how to document the basis for each time-allocation estimate
- A reconciliation pass that traces every claimed amount back to a source record
- Thirteen pages. Fillable on screen, or print it

#### Built for a claim you already filed

Alongside the nine checklist sections, it includes an Information Document Request (IDR) response tracker, a project and evidence worksheet, and an audit file page for the notice number, tax years, and response dates.

#### No obligation

Download it and use it. If the claim needs a closer review, CMP’s R&D tax credit team works with businesses nationwide.

### Send Me the Checklist

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