Industry Reference Guide Generator
Generate industry-specific reference guides for staff to use during R&D screening interviews
How to Use This Tool

1. Select an industry from the dropdown above

2. Click "Generate Reference Guide PDF" to download the guide

3. Use the PDF during client screening interviews to:

  • Identify potential qualifying activities specific to their industry
  • Ask targeted questions using industry-appropriate terminology
  • Guide clients through the IRS Four-Part Test with relevant examples
  • Request appropriate documentation types

Note: These guides are for internal staff use only and contain industry-specific prompts to help elicit qualifying R&D activities during screening interviews.