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R&D Tax Relief Calculator

Calculate the merged R&D Expenditure Credit (20% above the line, ~15% net) or the enhanced ERIS route for loss-making R&D-intensive SMEs (up to 26.97%).

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Datos verificados · julio de 2026

How much is the merged R&D credit worth?

20% of qualifying expenditure, taxable: net 15% at the 25% main rate, up to 16.2% at the 19% small profits rate.

Fuente: GOV.UK — Corporation Tax R&D relief (gov.uk/guidance/corporation-tax-research-and-development-rd-relief); claiming R&D tax reliefs (merged scheme). · actualizado 2026

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Todo sobre R&D Tax Relief Calculator

📋Presentación+

Computes UK R&D relief for accounting periods from April 2024: the merged RDEC scheme pays a taxable above-the-line credit of 20% of qualifying R&D spend (net benefit 15% at the 25% CT rate, 16.2% at 19%), while loss-making SMEs whose R&D is at least 30% of total expenditure qualify for ERIS — an 86% enhanced deduction with a 14.5% payable credit, worth up to 26.97p per £1.

💡 Buenas prácticas

  • Payable credits are capped at £20,000 plus 300% of the company's PAYE/NIC bill — heavily subcontracted R&D can hit the cap.
  • Qualifying costs include staff, externally provided workers, software, data licences, cloud computing and consumables.
  • Claims need an Additional Information Form and, for first-time claimants, advance notification within 6 months of the period end.

🔢 Ejemplo concreto

Profitable company spending £100,000 on qualifying R&D at the 25% CT rate: gross credit £20,000, tax on the credit £5,000 — net benefit £15,000 (15%). A loss-making SME at 40% intensity would instead receive £26,970 via ERIS.

📖Guía de uso+

Cómo usar esta calculadora

  1. 1

    Enter qualifying R&D expenditure (staff, software, consumables, subcontractors).

  2. 2

    Set your marginal corporation tax rate.

  3. 3

    For loss-making SMEs, add total expenditure to test the 30% intensity threshold.

  4. 4

    Read the scheme applied, the gross credit and the net benefit.

📚Glosario+
Merged RDEC
The single scheme since April 2024: a 20% taxable credit booked above the line — visible in operating profit, then taxed at your CT rate.
ERIS
Enhanced R&D Intensive Support for loss-making SMEs spending ≥30% of total costs on R&D: 186% deduction and a 14.5% payable cash credit.
ℹ️Fuentes y actualizaciones+
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Última actualización de datos

5 de julio de 2026

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Fuentes y referencias

GOV.UK — Corporation Tax R&D relief (gov.uk/guidance/corporation-tax-research-and-development-rd-relief); claiming R&D tax reliefs (merged scheme).

Los datos de esta calculadora se actualizan periódicamente para reflejar los últimos baremos oficiales. En caso de duda, consulte las fuentes oficiales mencionadas arriba.

FAQ — R&D Tax Relief Calculator

How much is the merged R&D credit worth?+

20% of qualifying expenditure, taxable: net 15% at the 25% main rate, up to 16.2% at the 19% small profits rate.

Who qualifies for ERIS?+

Loss-making SMEs whose qualifying R&D is at least 30% of total expenditure: 186% enhanced deduction and a 14.5% payable credit — up to 26.97p per £1 of R&D spend.

What costs qualify as R&D?+

Projects seeking an advance in science or technology: staff costs, externally provided workers, subcontracted R&D (with restrictions), software, data and cloud costs, consumables and prototypes.

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