United Kingdom · Documentation

Common UK R&D relief documentation mistakes

Written by Maya, Index Voice at The Credit Index. Informational only. Not tax or legal advice. Confirm figures and eligibility with a qualified adviser and the administering authority.

Written by Maya, Index Voice at The Credit Index. maya@creditindex.org

Authority: HM Revenue & Customs · Standards

Calling commercial innovation ‘R&D’ without a technical advance

A new market feature is not automatically an advance in science or technology. Document what was uncertain in the field and how experiments resolved it.

Blurred project boundaries

Mixing qualifying and non-qualifying work in one cost pool makes enquiry responses harder. Split epics, environments, and roles so cost attribution stays auditable.

Subcontractor packs without substance

Invoices alone rarely explain the scientific or technological uncertainty addressed. Keep statements of work and technical deliverables aligned to the claim narrative.

Leaving the claim pack to the filing deadline

HMRC timelines and information requirements reward earlier capture. Use tickets, design notes, and release evidence throughout the accounting period.

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FAQ

Are templates enough?
Templates help structure. They do not replace project-specific technical content from your team.
How can Credit Index help before I hire?
Run an estimate on the UK decide path, screen eligibility, then inquire with that context so advisers see your starting point.

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