Helps you and your team to identify and capture all of your development activities that qualify for R&D tax credits
Free R&D Tax Templates
R&D Technical Report Template and Costing Spreadsheet
R&D Tax Credit Templates you will receive:
Technical Report Template
A user-friendly Word template designed to assist you and your technical team in preparing detailed and compliant R&D tax technical reports.
Costing Spreadsheet Template
An Excel spreadsheet to help you accurately record all qualifying R&D expenditures and allocate costs to specific projects with ease.
Identify if your project(s) qualify for R&D tax credits.
Pinpoint advancements in science or technology within your work.
Clarify the boundaries of eligible R&D activities.
Identify if your project(s) qualify for R&D tax credits.
Pinpoint advancements in science or technology within your work.
Clarify the boundaries of eligible R&D activities.
R&D Tax Templates you will receive:
Technical Report Template
A user-friendly Word template designed to assist you and your technical team in preparing detailed and compliant R&D tax technical reports.
Costing Spreadsheet Template
An Excel spreadsheet to help you accurately record all qualifying R&D expenditures and allocate costs to specific projects with ease.
R&D Tax Templates you will receive:
The Technical Report Template guides you in crafting a clear and compelling narrative that aligns with HMRC’s expectations. It helps you confidently showcase the scientific or technological advancements your project achieved, address uncertainties, and ensure your report is thorough—reducing the risk of an HMRC enquiry.
The Costing Spreadsheet Template makes capturing and allocating qualifying R&D expenditures effortless. It allows you to accurately record eligible costs, such as staffing, materials, and subcontractor expenses, and link them to specific projects, helping you claim your full entitlement. Together, these tools streamline your preparation process, giving you peace of mind and empowering you to confidently claim your R&D tax benefits.
How these templates will help you compile a technical report and capture costs:
According to industry data, many businesses are missing out on valuable R&D tax credits simply because they don't realise their work qualifies.
While traditional research in laboratories clearly counts as R&D, many other technical activities in software development, engineering, and manufacturing can also qualify for these valuable credits.
It's essential to properly document your R&D activities, but knowing exactly what qualifies can be complex. Key considerations like identifying technological uncertainties, documenting your systematic approach, and tracking eligible costs are all crucial to a successful R&D tax credit claim.
That's why we've developed these free comprehensive templates to guide you through the process. Our kit includes everything you need to get started with R&D tax credits, from determining project eligibility to documenting your technological advancements.
The templates include:
1. R&D Activities Boundary Diagram - A visual guide to help you identify which activities qualify within each project.
2. Schedule of Qualifying Projects Template - A step-by-step framework to assess and document your R&D projects.
Want to maximise your R&D tax credits? Look no further.
Trusted R&D tax experts with 20 years claim experience
TThe Technical Report Template guides you in crafting a clear and compelling narrative that aligns with HMRC’s expectations. It helps you confidently showcase the scientific or technological advancements your project achieved, address uncertainties, and ensure your report is thorough—reducing the risk of an HMRC enquiry.
The Costing Spreadsheet Template makes capturing and allocating qualifying R&D expenditures effortless. It allows you to accurately record eligible costs, such as staffing, materials, and subcontractor expenses, and link them to specific projects, helping you claim your full entitlement.
Together, these tools streamline your preparation process, giving you peace of mind and empowering you to confidently claim your R&D tax benefits.
How these templates will help you compile a technical report and capture costs:
Helps you and your team to identify and capture all of your development activities that qualify for R&D tax credits
