We help UK Businesses Drive
The Claim Process
Financial Success & Innovation
At Harmoney, we specialise in R&D tax relief, offering expert guidance and support to help you navigate the intricate landscape of research and development incentives.
Our team of experts work closely with clients to identify eligible R&D activities within their projects, across a variety of industries, from manufacturing and engineering to software and technology. We manage the entire claim process, from initial consultation and project evaluation to the preparation and submission of detailed documentation, simplifying what can be a complex procedure. This end-to-end support allows companies to reinvest the benefits into their technological innovation efforts, helping them stay competitive and progressive in their respective fields.
How it Works
The Claim Process
R&D tax claims require a collaborative effort between you as the client, and Harmoney Consulting – but we are here to guide you through the process every step of the way to make it as easy as 1, 2, 3…
A discussion with your Technical Consultant to determine a list of projects, and detail around the qualifying activities which took place to overcome the technical problems to achieve a significant improvement in technological methods, systems, products, or practice.
Once you’ve sat the tech call with our team, you will receive a financial data request email detailing the information we need for your financial assessment. This will include a copy of the payroll inclusive NI and pension contributions, subcontractors, consumables (material costs), and any software licenses (including data licenses/cloud computing costs), along with a copy of the full accounts, CT600/Comps, and trial balance for the relevant period.
Once we’ve received the financial data from you in full, we’ll arrange a call to assign the relevant costs to the R&D projects. During this call the team member will talk you through the report as it stands, clarifying the qualifying projects. Following the call our finance team will then finalise the assessment to determine the final value of the claim.
Once the 3 steps are complete, we will prepare the report, and accompanying documents for your full formal review, and you’ll receive an email explaining the value of your benefit and how it will be received (either as a tax reduction or a cash payment).
We submit the AIF (Additional Information Form), which includes the key elements of the technical report, directly to HMRC, and we provide the computations for your accountant’s review.
Prenotification Rule - avoid the claim being denied!
DON’T MISS OUT – This notification doesn’t mean you have to make a claim, it just means that you will have the option to claim if you decide you want to. Failure to submit the notification before the Claim Prenotification deadline means that you will be unable to submit a claim for the relevant account period.
CLAIM PRENOTIFICATION DEADLINE: 6 months after the end of the accounting period for the claim
Example: Your financial year end is 31st March 2026.
The accounting period you are looking to claim for is 1st April 2025 to 31st March 2026.
You have between the 1st of April 2025 to the 30th of September 2026 to notify HMRC of your intention to claim for this period, as the deadline is 6 months from the end of the period.
PLEASE NOTE – There are some exemptions to the requirement for notification, your consultant will discuss this with you if you have claimed before, as you may or may not have to notify.
Ready to Start a Claim?
Begin The Process
Get in touch with our Sales Team directly today at Sales@harmoneyconsulting.co.uk
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Contact@harmoneyconsulting.co.uk
02031 498 276
Harmoney Consulting Group, a company incorporated under the laws of Scotland, and having its registered office at:
Harmoney Consulting Group
Clyde Offices
2nd Floor
48 West George Street
Glasgow
G2 1BP
Registered number: SC661102