Research & Development Tax Claim

It is important that you read the guidance notes before completing this application form. Please complete this form fully.

THE INFORMATION YOU SUPPLY ON THIS FORM WILL BE TREATED IN CONFIDENCE.

Section 1 Company Details

Company Name

Industry / Sector

Address

Post Code

Telephone Number

No. of Employees

Annual Turnover

Section 2 Company Contact Details

Applicant Name

Position

Tel. Number

E-Mail Address

Section 3 R&D Project Details

Project Name

Project Start Date

Project Lead

Project End Date

Section 4 Advancement Type

Created a new product, process or service that needed to resolve a scientific or technological uncertainty

Yes

Developed new knowledge/capability

Yes

Improved an existing product, process or service

Yes

Duplicated the effect of an existing product process or service Are you

Yes

Section 5 Project Details

Please give details of any background information with regards to the projects.

Was the R&D project completed / undertaken at your own costs?

Yes

Did you get paid / receive funding for any R&D work that was undertaken for this project?

Yes

Section 6 Qualifying Costs

A summary of R&D cost breakdown with total R&D project costs identified for up to ten projects. The cost figures must be based on actual costs.

Total R&D Spend

Direct Staff Costs

Subcontracted R&D

R&D Consumables

Clinical Trial Volunteers

Software

Section 7 R&D Capital Costs

Expenditure on fixed assets used in the R&D identified

Did you get paid / receive funding for any R&D work that was undertaken for this project?

Expenditure on capital items not qualifying for Capital Allowances, such as buildings

Section 8 Additional Information

Please provide any supporting documentation and relevant back up including proof of payments, payslips, and invoices related to the Research and Development project and any records of work completed.

Abel & Mercer
153 Yew Tree Lane
Birmingham
B26 1AY

E-Mail:

info@abelandmercer.co.uk

Enquiries:

Telephone: 0800 002 9664