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TE
TaxEngine
SK
Sarah K.
Tax Manager

R&D Tax Claims — Dashboard

AI Classification: Active
12
Active Claims
+3 this month
8,400
Transactions Processed
Across all clients
$14.2M
Qualified Amount
Estimated total
847
Pending Review
Transactions awaiting review
ClientTax YearTransactionsQualified %AmountStatus
Meridian SoftwareFY20242,140
68%
$3.8MProcessing
Atlas DynamicsFY20241,830
72%
$4.1MIn Review
Pinnacle LabsFY2024960
81%
$2.7MSubmitted
Vortex SystemsFY20231,740
64%
$2.2MApproved
Quantum HealthFY20241,730
59%
$1.4MProcessing
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