Individual skill
fondo-core-workflow-b
Execute Fondo R&D tax credit workflow: qualify activities, calculate credits, file Form 6765, and claim payroll tax offset for startups. Trigger: "fondo R&D credit", "fondo tax credit", "fondo Form 6765", "startup tax credit".
plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-b/SKILL.md
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# Fondo Core Workflow B: R&D Tax Credits
## Overview
Claim R&D tax credits through Fondo. Startups with US W-2 employees doing qualifying R&D can offset up to $500,000/year in payroll taxes (FICA). Fondo's CPA team prepares the Form 6765 study.
## Prerequisites
- An authorized finance/tax owner, current professional guidance, complete source records, and a retention/access policy.
- A reviewed scope for any calculator or export; this workflow does not determine eligibility or replace tax advice.
## Instructions
1. Gather approved source evidence and classify activities/expenses for review without altering originals.
2. Use an opaque case identifier and aggregate counts for workflow tracking; keep payroll, tax, and employee records in authorized systems.