R&D Tax Credits for the Winery & Vineyard Industry

Refunds are available for companies performing research within the Winery & Vineyard Industry. The research credit provides dollar-for-dollar cash savings each year for companies performing activities related to the development of new or improved products and processes. These benefits could provide much needed cash to hire additional employees, increase R&D, expand production facilities, etc.

Many companies involved with wineries & vineyards are unaware that their efforts within designing and developing their products can yield a large amount of research credits. Examples of R&D activities related to the industry as well as potentially qualifying job titles are listed below.

Examples of Qualifying R&D Activities

Related to the development of new or improved:

  • Bottling, corking, and packaging processes
  • Filtration and fermentation techniques
  • Grape strains to achieve desired flavor or aroma profiles
  • Irrigation systems
  • Mixing techniques
  • Organic ingredients, supplements, and nutrients
  • Packaging designs to ensure shelf life longevity
  • Preservatives to extend shelf life
  • Product prototype batches to ensure manufacturability
  • Quality assurance testing processes
  • Recycling and waste management techniques
  • Soil and rootstock processes
  • Sustainable energy efforts
  • Wine formulations

Potentially Qualifying R&D Job Titles

  • Assistant Winemaker
  • Bottling Line Supervisor
  • Bottling Line Worker
  • Cellar Master
  • Cellar Worker
  • Director of Winemaking & Production
  • Enologist
  • Lab Assistant
  • Lab Manager
  • Production Operations Manager
  • Project Engineering Manager
  • Winemaker

AMT Offset up to $250,000 in Payroll Tax

For tax years beginning after December 31, 2015, eligible small businesses (those with $50 million or less of gross receipts) may claim the research credit against AMT liability. In addition, qualified start-up companies may elect to use up to $250,000 of the research credit against payroll taxes.

Treasury Regulations have substantially broadened the range of taxpayers who are eligible for the credit. Start-ups to publicly traded businesses who were previously unable to realize a benefit from this lucrative tax credit should reassess their eligibilities.

Estimate Your Benefits with our FREE Calculators

Use our calculators for an estimate of state and federal R&D tax credit benefits or to determine if you can offset payroll tax using the R&D tax credit. It's easy to use and free. If at any time you have questions, contact us. We are here to help you realize your maximum tax benefit.

Research and Development Tax Credit Insights

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