Robust, Audit-ready and Defensible R&D claims
R&D tax relief is a valuable government incentive for UK companies. However, the compliance landscape has evolved – HMRC scrutiny is now more rigorous, documentation standards have increased and claims must clearly evidence the scientific or technological advance, uncertainty and traceability of the associated costs.
KRID (Knowledge-Led R&D Identification & Documentation) is our structured, expert-led methodology designed to deliver robust R&D tax claims.
By combining expertise and intelligent automation we ensure every claim is fully compliant and built to withstand HMRC scrutiny.
Why a Structured R&D Methodology Matters
A R&D claim forms part of the company’s Corporation Tax return, representing a formal tax position approved by the company’s Directors. This elevates the need for technical accuracy, comprehensive supporting documentation and full legislative compliance.
Weak technical narratives, limited cost traceability and insufficient supporting evidence can result in:
- prolonged and resource‑intensive HMRC enquiries;
- delays in receiving R&D tax credits or repayments;
- potential reductions in the value of the claim;
- heightened compliance risk and potential penalties.
On the other hand, a robust and well‑structured R&D claim methodology delivers confidence not only to HMRC, but also to the wider business and stakeholders, including:
- Boards and investors, who rely on compliance and accurate tax positions.
- Finance teams, who need traceability and reliable documentation.
- Auditors, who require clear justification for material tax credits.
- Private equity stakeholders, who value reduced risk and increased transparency.
Through a well-structured R&D claim methodology, companies strengthen both their compliance and their credibility with their stakeholders.
Introducing KRID
KRID is a structured methodology developed by our experienced R&D Tax specialists to ensure:
The KRID Methodology
Experience-led. Evidence-driven. Enquiry-ready.
Technical scoping and risk assessment
We begin with in-depth discussions to:
- Identify eligible R&D activities.
- Clarify project scientific/technological Advance and uncertainties.
- Assess potential compliance risk areas.
- Define a defensible claim strategy.
This ensures the claim is built on solid foundations from the outset.
Structured Project Documentation
Through guided questioning and expert oversight, we:
- work with you to capture qualifying activities clearly and accurately.
- Align narratives precisely with the R&D guidelines and legislative requirements.
This results in clear, technically robust project reports ready for submission.
Cost Calculations
A defensible claim requires detailed consideration of qualifying costs incurred.
KRID ensures:
- Project-by-project cost allocation.
- Transparent and traceable calculations.
- Clear linkage between activities and expenditure.
Every figure is supported, every assumption documented.
Submission pack/ deliverables
These include:
- The Additional Information Form.
- Claim Approach Report.
- Structured cost breakdowns by project.
- Downloadable evidence packs.
Should HMRC raise queries, the documentation is already structured for response.
Our Delivery Model – KRID Software
Smart, Simple and Compliant
The KRID software facilitates claim preparation
through:
Confidence in every submission
Many providers focus on speed and maximisation. Our focus is sustainability and defensibility.
We prepare claims on the assumption they may be reviewed.
To get greater confidence in your R&D Tax Relief position:
speak with our specialists about applying a structured, compliance-led approach to your claim.
Feedback from Clients
KRID has transformed how we approach R&D claims. The structured methodology gave us clarity and confidence that our claim would stand up to scrutiny. The technical guidance from the specialists was invaluable.
– Founder, Technology company
The R&D claim preparation portal is exceptionally user-friendly, with clear guidance notes provided at every step of the process. The in-portal AI assistant proves invaluable for conducting research and crafting detailed project descriptions. By leveraging the information gathered within the portal, the AIF and the Claim Approach Report are seamlessly generated, alongside a comprehensive per-project claim analysis. Using KRID has significantly streamlined our R&D claim process while also offering complete visibility of the claim throughout the process.Nitin – Founder of technology company
We have always found iTax easy to work with and very professional. With the additional KRID software, this has enhanced our experience even further. The claim calculations and reports are seamlessly generated, with the tax extract forms – all ready for submission.– N Lathia – Accountant
Our Story
With increasing reporting requirements, heightened HMRC scrutiny and extensive evidence requests even for the smallest claim details, preparing R&D claims has become increasingly time-consuming and costly for businesses.
We therefore set out to streamline the claims preparation process but recognised that automation alone is not sufficient. Businesses need expert advice to navigate the complexities around R&D eligibility and costs. Additionally, they must be able to demonstrate to HMRC and other stakeholders how they have been compliant.
Our claim approach combines expert support with a powerful platform, enabling businesses to leverage automation while maintaining access to professional guidance. It captures and documents R&D eligibility decisions, facilitates the upload of project-related evidence, and streamlines complex cost calculations, making R&D claims preparation more efficient, accurate, and robust.