R&D Tax Claim: Process and Execution
Claim preparation, documentation, submission, and support through HMRC review for UK research and development tax relief.
An R&D tax claim is the process of preparing, documenting, and submitting your research and development tax relief to HMRC. We support you through claim preparation, documentation, the submission and review process, and handling any queries or audits so you receive the relief you are entitled to.
Claim Preparation
R&D tax claim preparation starts with identifying qualifying projects and costs. We work with your technical and finance teams to gather evidence, allocate costs correctly, and draft technical narratives that explain the advance and uncertainty. Claim preparation includes reconciling spend to projects, checking eligibility against HMRC’s definition of research and development, and assembling the figures and supporting documents needed for submission.
Documentation for Your R&D Tax Claim
Documentation is critical for a robust R&D tax claim. HMRC expect clear evidence of what was done, why it was R&D, and how costs link to qualifying work. We help you build project-level records, time and cost tracking, and technical narratives that meet HMRC expectations. Good documentation supports both the initial claim and any later enquiry, so we design systems that fit your business and can be maintained over time.
Submission and Review Process
Once your R&D tax claim is prepared, we submit it to HMRC on your behalf (with your authorisation) and manage the review process. Submission is typically via the Company Tax Return and R&D report. HMRC may ask questions or open an enquiry; we coordinate responses, provide additional evidence where needed, and keep you informed so the claim moves toward payment without unnecessary delay.
Handling Queries and Audits
If HMRC open an enquiry or request more information on your R&D tax claim, we provide full support. We help you respond to questions, supply further documentation, and represent your position so the enquiry is resolved fairly. Handling queries and audits is part of our end-to-end service—we aim to get your research and development tax relief paid while keeping your risk managed and your records in order.
Start Your R&D Tax Claim
Book a free assessment. We’ll review your projects and outline how we can support your research and development tax claim from preparation to payment.
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