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R&D Tax Credit for Life Sciences / Biotech

Drug discovery, diagnostics & lab automation

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Why Life Sciences / Biotech companies qualify

Discovery, assay development, scale-up, and device design are inherently experimental, with substantial uncertainty about efficacy, performance, and reproducibility.

The credit is calculated on qualified research expenses (QREs) — primarily wages for engineers and technical staff who spend time on qualifying activities, plus supplies, cloud/compute, and 65% of qualified contract research.

Qualifying activities in Life Sciences / Biotech

The table below lists the business components that most often qualify, a common example, and the technical uncertainty that makes each one defensible.

Business componentExampleTechnical uncertainty
Drug discovery & formulation Novel compound, formulation, or delivery system Will the candidate achieve efficacy and stability?
Assay & diagnostic development New assay or point-of-care diagnostic Can it hit sensitivity and specificity targets?
Bioprocess & scale-up Fermentation or cell-culture scale-up Will the process scale while holding yield and purity?
Medical device development Implant, instrument, or wearable Will the device meet safety and performance under use?
Lab automation & software LIMS, automated screening, analysis pipeline How to automate workflows reliably and reproducibly?
Analytical method development New chromatography or mass-spec method Can the method reliably quantify the target?
Computational / genomic biology Variant-calling pipeline, predictive model Which model or pipeline yields valid predictions?
Process & manufacturing tech New sterilization or packaging approach Will it meet sterility and shelf-life requirements?

Typical qualifying roles

Research scientists and associates formulation process and bioprocess engineers biostatisticians and computational biologists lab-automation and software engineers.

Wages for time spent on qualified research may count toward your credit. Percentages depend on facts and must be documented.

Example credit scenario

Illustrative first-year ASC calculation

Qualified W-2 wages$500,000
Supplies$5,000
Cloud & computer rental$20,000
Contractor research spend$100,000
↳ 65% statutory haircut (IRC §41(b)(3))$65,000
Total QRE$590,000
Illustrative first-year ASC credit (6%) ≈ $35,400

Illustrative example using sample figures. Your actual credit depends on your facts; see Form 6765 and consult a tax professional.

The four-part test applied to Life Sciences / Biotech

The IRS requires qualifying research to satisfy four tests. Here's how they typically map for this industry:

Permitted purpose

The activity aims at improving a product, process, software, or technique used in the business — not just a business outcome.

Technological in nature

The work relies on principles of engineering, computer science, biology, chemistry, or another hard science to resolve uncertainty.

Elimination of uncertainty

There was genuine uncertainty at the outset about whether — or how — the component could be built or improved.

Process of experimentation

The team evaluated alternatives: A/B tests, prototypes, benchmarks, simulations, or iterative design-build-test cycles.

See how much your Life Sciences / Biotech team qualifies for

Most companies underestimate what they can claim. Our study covers every qualifying role, every component, and every year still open for amendment.

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