Templates

Project Evaluation

The RDECX project evaluation is designed to streamline the process of preparing the claim. It includes embedded guidance and focusses on the specific information that is needed by HMRC.

We recommend that each evaluation is supported by a downloaded RDECX assessment.

Download “Project Evaluation Template” RDECX-Project-Evaluation.docx – Downloaded 4 times – 118 KB

Abbreviated formats can be supplied by request through the helpline.


Qualifying Cost Schedules

Our cost schedule templates have embedded guidance to assist companies to identify qualifying expenditure and present it in an appropriate format.

Download “RDEC Cost Schedule” RDECX-RDEC-Qualifying-Cost-Schedule.xlsx – Downloaded 4 times – 60 KB

Download “SME Cost Schedule” RDECX-SME-Qualifying-Cost-Schedule.xlsx – Downloaded 1 time – 69 KB


Template Report

Our recommended report framework is succinct and provides HMRC the right level of disclosure required for a robust R&D claim.

Download “Report Template” RD-Report-Template-1.docx – Downloaded 7 times – 25 KB