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R&D Tax Credit Consulting

Identify and claim the research and development tax credits your business has earned but isn't capturing.

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What is R&D Tax Credit Consulting?

At SA Accountancy, R&D tax credit consulting identifies qualifying research and development activities within your business — often overlooked in software, e-commerce, and product development — and prepares the technical documentation now required to claim the credit with confidence, including the detailed reporting increasingly demanded by tax authorities.

Who R&D Tax Credit Consulting is for

Software and product companies

You're building or iterating on proprietary technology and may not realise that work qualifies as R&D for tax purposes.

E-commerce brands with custom technical work

Custom platform development, checkout flows, or technical integrations may qualify even though they don't look like traditional "lab research."

Businesses that have never claimed before

You suspect you may qualify but have never explored it, often because the activity doesn't feel like "research" in the traditional sense.

What's included

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Qualifying activity identification

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Technical documentation and compliance reporting

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Credit calculation and claim preparation

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Audit defence support

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Software and product development specialisation

How our R&D Tax Credit Consulting process works

1

Qualifying Activity Review

We assess your actual technical work against the qualifying criteria, since R&D tax credit rules capture far more activity than most businesses assume.

2

Documentation & Evidence Gathering

We compile the technical documentation and business-component-level detail increasingly required by tax authorities.

3

Credit Calculation

We calculate the qualifying expenditure and resulting credit precisely, cross-checked against the applicable rules.

4

Claim Preparation & Defence

We prepare the claim for filing and remain available to support you if the claim is ever queried or audited.

Frequently asked questions about R&D Tax Credit Consulting

It's broader than most businesses assume — technical work involving genuine uncertainty and experimentation, such as custom software development, proprietary platform architecture, or new product/process development, can qualify even outside a traditional lab setting.
No — many businesses claim for the first time after years of qualifying, unclaimed activity. We can also typically review a limited number of prior years, depending on your jurisdiction's rules.
Project-level detail on the technical work undertaken, the uncertainty involved, and associated costs — we'll guide you through exactly what's needed and help structure it correctly, rather than leaving you to interpret the requirements alone.
We provide audit defence support, helping prepare responses and supporting documentation — this is increasingly important as reporting requirements and audit scrutiny both continue to increase.
Yes — profitability isn't a requirement. Loss-making companies can still claim, and in many jurisdictions eligible startups can apply a portion of the credit against payroll tax rather than income tax if they don't yet owe enough income tax to use it directly.
No — this is the single biggest misconception. Any business structure can qualify, including sole proprietors and small teams with no formal research function at all. What matters is the nature of the work, not the org chart around it.
Claiming a properly documented, timely-filed credit does not itself increase audit risk — the risk comes from poor documentation of an otherwise legitimate claim, which is exactly what proper preparation addresses.
Yes — manufacturers, food producers, agricultural businesses, and construction firms regularly qualify. Developing new formulas, improving a production process, or engineering a new operational method can all count, even without a single line of code involved.
What clients say
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★★★★★
ESG & Financial Analysis

“Delivered a thorough financial, performance, and ESG analysis, complete with a clear company overview, an in-depth governance review, and polished, insight-rich visual reporting.”

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