R&D Tax Credit Eligibility Checker
Under the UK merged R&D scheme (April 2024 onward), profitable companies recover approximately 15p per £1 of qualifying spend, and loss-making R&D-intensive SMEs (≥30% intensity) recover up to 27p per £1 under ERIS. This 2-minute check tells you whether your activities show eligibility signals, gives an indicative recovery range, and produces a summary report you can share with an accountant or our specialist network. It is not tax advice.
Important
This tool indicates eligibility signals, not legal or tax advice
Uplift Tax is an introducer service. We are not a tax adviser, accountant or legal firm. The output of this checker is an indicator based on the answers you provide, calibrated against HMRC's published R&D tax relief criteria. Whether your company qualifies for relief, and the value of any claim, must be confirmed by an HMRC-registered specialist on the basis of a full review of your accounting period.
Indicative recovery values are based on the merged R&D scheme rate (20% above-the-line credit, approx. 15p per £1 net for profitable companies after corporation tax) and the ERIS rate (up to approx. 27p per £1 net for qualifying loss-making R&D-intensive SMEs at ≥30% intensity). They are not a guarantee of any specific recovery.
Common questions
No. It is an eligibility indicator only. We are an introducer service and explicitly do not provide tax advice. Confirmation of eligibility and the value of any claim is performed by an HMRC-registered specialist after a full review.
The values are based on the merged scheme rates and industry-typical apportionments. Actual recovery depends on the precise breakdown of qualifying expenditure across HMRC's eight cost categories, which only a specialist can calculate.
From accounting periods beginning on or after 1 April 2024, the UK's separate SME scheme and RDEC merged into a single R&D relief scheme with a 20% above-the-line credit. Loss-making R&D-intensive SMEs (≥30% intensity) can instead claim Enhanced R&D Intensive Support (ERIS) at a higher net rate. See the merged scheme explainer for the full picture.
Yes. The shareable permalink reproduces the same answers and result. The downloadable PDF report is designed to be forwarded to an accountant or to one of our specialist partners as a starting point for a full claim review.
If you submit your email to receive the PDF or be introduced to a specialist, your details are held per our privacy policy and used only for that purpose. Answers are not transmitted unless you click a submit button - the calculation runs entirely in your browser.
Prefer a human review?
Skip the calculator and request a written assessment direct from our team. We respond within 5 business days. No obligation.
Request a written assessment