These templates will help you record all claimable R&D expenditures and maintain detailed technical narratives that is required to remain compliant
Free R&D Tax Templates
R&D Tax Costing and Technical Report Templates
The R&D Costing Template
➡️A powerful Excel sheet for tracking qualifying expenditures
➡️Trusted by many R&D tax agents as a go-to template.
➡️Simplifies the process of tracking staff R&D time for each project.
➡️Ensures you have detailed costing in case of a compliance check.
➡️Helps you accurately allocate costs by project, as required for the AIF.
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The Technical Report Template
➡️Trusted template used by the UK’s leading R&D tax specialists.
➡️Clear guidance and thought-provoking questions for every section.
➡️Easily copy and paste into the HMRC Additional Information Form.
➡️Great template for your technical staff to complete.
➡️Designed to ensure compliance with HMRC and R&D tax legislation.