R&D Tax Fundamentals
The grounding every claimant needs, in any of the countries we cover: what research and development means for tax purposes, how a claim is built from project to filing, which records stand up to review, and how to work with an advisor from an informed position.
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Tell us which country you claim in and we will contact you when that edition opens.
Register interestEmail usModules
| No. | Module | Covers |
|---|---|---|
| 1 | What R&D means for tax purposesComing soon | Why the tax definition of research and development is wider than laboratory science, what every scheme we cover has in common (a technical uncertainty addressed systematically), and where they differ. Sector examples from software, manufacturing, engineering, food and construction. |
| 2 | The claim lifecycleComing soon | Identifying candidate projects, gathering evidence, building the numbers, filing, and responding to questions from the tax authority. Who inside the company owns each step. |
| 3 | Records that stand upComing soon | What contemporaneous documentation means in practice, how to link records to projects and projects to people, and a documentation calendar a busy team can actually keep. |
| 4 | Common myths and mistakesComing soon | Routine work presented as development, uncertainty reconstructed after the fact, costs claimed without a trail, and deadlines missed. How each shows up under review and how to avoid it. |
| 5 | Working with an advisorComing soon | Contingent, fixed and hourly fee models, the questions to ask before engaging, and warning signs in a proposal. Pairs with the independent fee guidance at knowyourfees.org. |
| 6 | Claim integrityComing soon | Why a smaller, well-evidenced claim is worth more than a larger, fragile one, what tax authorities look for, and the standards promoted by researchcreditintegrity.org. |
Country tracks
This program applies in all seven countries and links to each country guide for the forms and deadlines.
| Country | Scheme | Guide |
|---|---|---|
| United States | Research credit, IRC section 41 | United States guide |
| United Kingdom | Merged RDEC scheme and ERIS | United Kingdom guide |
| Ireland | R&D corporation tax credit | Ireland guide |
| Canada | SR&ED tax incentives | Canada guide |
| Australia | R&D Tax Incentive | Australia guide |
| New Zealand | R&D Tax Incentive | New Zealand guide |
| Singapore | Enterprise Innovation Scheme (EIS) | Singapore guide |
Educational content only, not tax advice. Program content is general information and training. See the disclaimer.