Research and development (R&D): introducing the R&D Zone. 

R&D Zone aims to provides you with practical know-how and support in putting together an R&D claim:

  • What is R&D? 
  • Which R&D relief can I claim? 
  • When can I make an R&D claim? 
  • How can I claim R&D? 
  • What expenses qualify for R&D? 
  • R&D templates.
  • R&D workings for small company credits, RDEC, large company and grant-aided companies. 

Start here

R&D Zone DIY or Assisted claim: Membership & Prices

 

 

Buy now (£350+VAT): unlock the R&D Zone and start your claim.

You can choose from DIY to tiered amounts of professional assistance.

For R&D Zone Subscribers only:

Getting started

Do I have a valid R&D Claim?

R&D: Its meaning under DSIT Guidelines

Is software development a qualifying R&D activity?

Advance Assurance

 

Check that your claim potentially meets the required criteria.

 

 

 

Decide whether to apply for advanced assurance.

R&D schemes

Can I claim under SME Scheme, RDEC, Merged Scheme or ERIS scheme?

Research & Development Tax Reliefs: At a glance

Research & Development Tax Reliefs

Research and Development Expenditure Credit (RDEC)

SME Tax Credit scheme

 

 

Determine which scheme you are entitled to claim under. 

Our tools ask do I have qualifying R&D expenditure? If so can I claim under the SME scheme, the RDEC, the Merged scheme, Enhanced R&D Intensive Support (ERIS) scheme or a combination? 

 

What can I claim?

 

Understand what expenditure qualifies for R&D relief. 

 

Understand who can claim relief for contracted out R&D, under which scheme relief is available, restrictions to R&D carried out overseas and rules applying to Norther Ireland companies. 
Understand what relief is available for capital expenditure incurred in relation to an R&D project. 
Understand when R&D relief is available for indirect activities. 

Understand how state aid or grant assistance will affect your claim and how various tax reliefs interact with your claims. 

How can I claim?

R&D: Claim Notification

R&D: Additional Information Form (AIF)

 

You need to understand the compliance and reporting requirements in relation to claiming R&D relief. 

 

Putting together a claim

R&D Reports & templates 

 

The key to a successful claim: have you a qualifying project? Be sure you have documentation and recording systems in place to allow you to create a report and claim all available expenses.

Workings for different scenarios


 

Different claims are made in different ways, we set out the common scenarios for you with step-by-step instructions.     

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