What records may HMRC request for R&D tax relief claims? 2018-03-18T13:56:47+00:00
record to HMRC for R&D Tax

Making Sure you have the Right Documents for your R&D Tax Claim

Claiming R&D tax relief requires adequate record keeping. A question we often get is

‘What records may HMRC request for R&D tax relief claims?’

Should HMRC enquire into your R&D claim you will be required to demonstrate that:

  • The project existed
  • Costs were correctly incurred

What records should you keep?

The key records we suggest are:

  • Project meeting notes or project status reports, risks and issue logs.
  • Technical documents, including test results.  These assist in understanding how the project evolved and what were the technical challenges.
  • Staff time-sheets. As many companies do not keep time sheets, we recommend project estimates are maintained instead.
  • Project costs incurred.  Any costs incurred on the project should be identified, perhaps by a nominal coding or departmental tag in your accounting software.  This assists to identify potential costs of contractors, materials, and licenses. This is paramount to building a solid R&D tax relief claim.

Our FAQ’s will also assist you to understand more.  Should you have any specific questions please do not hesitate to contact us on 0161 298 1010.


Average R&D tax claim is £56,000

Ask us to review your R&D tax relief claim on your behalf. With our unique fee strcuture you don't pay us a penny until your R&D claim succeeds and provides a benefit to your business!

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0161 298 1010