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What Qualifies as R&D?

More activities qualify than you think. If you're solving problems, you're likely doing R&D.

HMRC's Official Definition

"R&D takes place when a project seeks to achieve an advance in science or technology through the resolution of scientific or technological uncertainty."

In simpler terms: If you're trying to create something new or improve something existing, and you're not sure exactly how to do it when you start, that's R&D.

The Four Key Tests

1

Seeking an Advance

Are you trying to create something new or substantially improve an existing product, process, or service?

2

Technological Uncertainty

Was it unclear at the start whether the project was technically feasible or how to achieve it?

3

Systematic Approach

Did you follow a planned approach with hypotheses, testing, and analysis of results?

4

Not Routine Work

The solution couldn't be worked out by a competent professional in the field without experimentation.

Common Qualifying Activities

Software & Technology

  • Algorithm development
  • System architecture design
  • API integrations
  • Performance optimization
  • Security enhancements
  • Machine learning

Manufacturing & Engineering

  • Process improvements
  • Material testing
  • Prototype development
  • Tooling design
  • Automation projects
  • Quality improvements

Food & Beverage

  • Recipe development
  • Shelf-life extension
  • Packaging innovation
  • Production processes
  • Nutritional improvements
  • Sustainability projects

What Doesn't Qualify

Routine Work

  • Bug fixes and minor updates
  • Cosmetic changes
  • Market research
  • Training activities

Commercial Activities

  • Sales and marketing
  • General business planning
  • Financial management
  • Routine data analysis

What Costs Can You Claim?

65%

Staff Costs

Salaries, wages, NI, pension for R&D work

100%

Subcontractors

External R&D work and EPWs

100%

Software

Licenses used for R&D activities

100%

Consumables

Materials used up in R&D

Think You Might Qualify?

Let's have a quick chat to identify your qualifying activities. Most businesses qualify for more than they expect.

Check Your Eligibility