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What accounting documents will be needed?

You will need to have:

  • A full CT600
  • Expense Records: Records of all expenses related to the R&D activities, including invoices, receipts, and payment records for materials, labour, equipment, and subcontractors.
  • Time Sheets: Time-tracking records for employees and contractors involved in the R&D project, showing the hours spent on qualifying R&D activities.
  • Accounting Records: General financial records, such as profit and loss statements, balance sheets, and cash flow statements, to demonstrate the financial position of the business.
  • Cost Allocation: Documentation showing how costs were allocated between qualifying R&D activities and other business operations, as only eligible R&D expenses can be claimed.
  • Tax Returns: Copies of relevant tax returns or forms where the R&D tax credit will be claimed.

Please read about other documents that are required to submit an R&D claim.

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