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R&D Tax
Eligible projects, claim review, and an audit trail your tax adviser will accept — across UK, US, and other jurisdictions.
R&D tax credit is one of the few places where engineering can directly reduce the company's tax bill. It is also one of the most painful claim processes in the corporate calendar. Flowstate fixes both halves: it surfaces the projects that qualify against the right framework, captures the technical narrative through a guided writer, and gives your tax adviser a claim package they can hand to HMRC, the IRS, or whichever authority you file with.
What you see on the overview
Two compact cards at the top:
- Qualifying spend by FY — bar chart showing total qualifying spend per fiscal year, across all open and submitted claims.
- Filing readiness and deadline — a deadline bar with the next filing date and the readiness status of the claims targeting that deadline.
Below, the claims table. One row per RdClaim, expandable to show the cost breakdown (employees, contractors, qualifying split, framework-specific eligibility).
| Column | Source |
|---|---|
| Project | The live project the claim is built around |
| Stage | RECOMMENDATION, DRAFT, IN_REVIEW, APPROVED, SUBMITTED, CLOSED |
| Jurisdiction | UK, US, or whichever framework the claim targets |
| Fiscal year | Formatted to the framework's start month (e.g. UK runs Apr-Mar) |
| Qualifying spend | Captured at claim level, in the framework's currency |
Filter, group, sort
Standard list-page toolbar:
- Group by — stage, jurisdiction, none.
- Sort by — name, stage, spend (when you have
FINANCIALS_VIEW_SUMMARY), updated-at.
Saved views persist your combination per page.
The four next steps
- Recommendations — projects the AI thinks qualify, ready to promote to draft.
- Claim review — open one claim, write its technical narrative against the relevant framework.
- Archive — submitted and closed claims, kept for the next inspector.
- Approval workflow — configure who signs off on a claim before it gets submitted.
Frameworks
R&D tax frameworks are configured at org level — typically by your tax adviser when you onboard. Each framework declares:
- Country and jurisdiction code.
- Fiscal year start month.
- Eligibility rules (which cost categories qualify, what evidence is required).
The rationale writer adapts its prompts to whichever framework the claim is filed under. UK SME relief asks different questions than US Section 174.
Permissions
The overview requires no special permission to see claim metadata. Cost figures (qualifying spend, credit received) require FINANCIALS_VIEW_SUMMARY. Creating a claim requires ROADMAP_PROJECTS_UPDATE on the source project.
Related
- R&D approval workflow — who signs off on a claim.
- CapEx overview — the other half of the auditor-facing financial workflow.
- Cost forecast — where the underlying salary and contractor data lives.