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What goes into the technical documentation for R&D claims?

To support your R&D claim, you need detailed documentation on the following to make a technical narrative: 

  • The technological advancements pursued by your company 
  • The obstacles encountered by your company 
  • The resources employed the results accomplished

There is no prescribed format for presenting the information in technical documentation to HMRC. Likewise, there is no standardised template for an R&D technical narrative. Additionally, it is recommended to incorporate case studies that provide detailed explanations of some example R&D projects. These case studies serve to illustrate to HMRC that the R&D tax credit guidelines have been accurately applied and comprehended. Alongside outlining the associated costs and specific example projects, your R&D technical documentation may encompass:

  • Contextual information regarding your company;
  • Particulars of the key individuals involved in your projects; and
  • Descriptions of the technical challenges encountered in your projects.

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