R&D Claim Process

R&D Claim Process

The R&D claim process is the structured method for securing government tax relief because HMRC requires a specific sequence of steps to approve claims. Businesses achieve faster and more reliable outcomes since well-prepared submissions meet all HMRC requirements. Understanding the process before starting matters so that errors, delays, and missed deadlines are avoided.

Why Following the Process Matters

HMRC approves claims more quickly because complete submissions reduce the need for additional queries. Claims face delays or rejections since missing or unclear information forces HMRC to request clarification. Following each step in the correct order ensures compliance so that deadlines are met and the claim is not forfeited.

Step 1 – Eligibility Assessment

  • We review your projects against HMRC’s definition of R&D because only qualifying activities can be claimed.
  • We determine whether the SME or RDEC scheme applies since the relief rate and calculation differ between them.
  • We assess any grant or subsidy funding so that your claim is allocated under the correct set of rules.

Step 2 – Evidence Gathering

  • We collect technical documentation because HMRC requires proof that your work aimed to achieve an advance in science or technology.
  • We gather financial records since each qualifying cost must be clearly linked to an eligible R&D activity.
  • We keep evidence organised so that the submission process is efficient and less prone to administrative errors.

Step 3 – Technical Narrative Preparation

  • We describe the purpose and goals of the project because HMRC must understand how your work addressed technological uncertainty.
  • We explain specific challenges and failures since these demonstrate that your work was not routine development.
  • We outline the results so that HMRC can see the measurable outcome of your innovation.

Step 4 – Calculating Qualifying Costs

  • We categorise expenditure accurately because each type of cost has unique eligibility rules under HMRC’s guidance.
  • We apply the correct percentage uplift so that the claim amount is calculated precisely.
  • We exclude non-qualifying costs since their inclusion could trigger an HMRC enquiry.

Step 5 – Submission to HMRC

  • We submit the claim as part of your corporation tax return because this is the only approved process for R&D tax relief.
  • We attach all supporting documents so that HMRC can verify the claim without delays.
  • We confirm submission within the two-year statutory window so that your right to claim is protected.

Step 6 – HMRC Review and Response

  • HMRC processes most R&D claims within 6–8 weeks because this is their current target timescale.
  • They may request clarification since some projects require additional technical or financial detail.
  • We respond promptly so that your claim progresses without unnecessary delays.

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