Overview
Lever.tax is a tax tech startup that empowers innovative companies to leverage tax credits more effectively. Through our AI-powered platform, we simplify, accelerate, and reduce the costs associated with applying for tax credits, enabling startups to maximize their tax benefits.

The Challenge
All companies face the financial burden of taxes, but many are unaware of how to leverage their expenses to obtain tax credits. Lever.tax bridges this knowledge gap by providing a user-friendly platform that streamlines the application process for innovation tax credits, making it faster and more efficient.

Step 1 - Eligibility Call
In our initial call, we will gain a comprehensive understanding of your company's innovation activities, assess your R&D eligibility, and provide a detailed explanation of our service. This step ensures that we tailor our platform to your specific needs.

Step 2 - Data input
Upon gaining access to the Lever.tax platform, you and your team can input all the necessary information, including:

• Company details
• Employee data
• R&D expenses
• Specific R&D questions to assist in application creation

Once you have filled in all the required information, you can submit it for review.

Step 3 - Application creation and revision
Using AI assistance, we generate the R&D report and application on your behalf. Our team of consultant specialists then reviews the draft to ensure quality and accuracy. In case additional information is needed, they will request it during this process.

Step 4 - Submission
We provide guidance and support for the submission of your application for tax credits. Depending on your country's requirements, this may involve collaborating with your accountant or utilizing a dedicated portal provided by the responsible tax authorities.