Detailed statement
This section provides additional information and help about completing the R&D tax credit detailed statement. There is a help page for each of the workspace screens that will assist you in filing your detailed statement online, and they will also provide references on where to go for further information.
Find out more:
Contact us to correct errors in relation to your detailed statement
Please contact us if you have already submitted your detailed statement and wish to correct an error.
Avoid common errors when claiming
This screen shows the most common types of errors customers make when claiming the R&D tax credit.
Workspace screen help
The workspace gives you access to all information relating to claim(s) you administer for the R&D tax credit. Start from this screen when you need to perform functions such as creating or editing a detailed statement.
Summary screen and financial details template help
This screen provides additional information about, and help with, completing the R&D tax credit detailed statement summary screen. There is a separate help page for using the financial details template.
Claimant details screen help
Use this screen to enter details about your business, any specialised areas that might be specified in this detailed statement, your business contact person, and your address.
Activity details screen help
Use this screen to enter or edit the project and activity details relating to the eligible expenditure you are claiming for this project.
Financial details screen help
Use this screen to enter the financial details relating to eligible expenditure in this project.
Consolidated project record details screen help
Use this screen to enter financial details relating to your consolidated project records' eligible expenditure, when you have more than 15 projects to enter, and choose on the Activity details screen to group the 16th and further projects into a single consolidated record.
Allocation details screen help
Use this screen when you are completing this detailed statement on behalf of a partnership and/or internal software development group (ISDG).
Declaration screen help
This screen displays when you click 'Submit detailed statement' on the Summary screen, once the status in all the sections on that screen show your information is complete (saved and validated).
Receipt screen help
This screen displays as your electronic receipt, confirming that your detailed statement has been received by Inland Revenue's systems.
Withdrawal acknowledgement screen help
This screen displays as your confirmation that the detailed statement has been withdrawn from Inland Revenue systems.
Date published: 11 Mar 2008
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