R&D tax claims
R&D tax claims tracks every project that could qualify for R&D tax relief, from Flowstate’s first suggestion to the credit arriving. Flowstate suggests claims, drafts each one’s technical narrative from the project’s evidence, and costs it from effort. You review and approve it, file it with your adviser, and record what came back.
Flowstate doesn’t file claims for you. You or your adviser file with HMRC, the IRS or your tax authority, then record the outcome here.
Where: Finance → R&D tax claims. Ask your Flowstate contact to switch it on. If you don’t have access to financial figures, you won’t see spend or credit amounts.
Prepare a claim, start to finish
- Set up R&D claims — your framework, the eligibility scan, and who approves.
- Review suggested R&D claims — accept the ones that qualify.
- Build an R&D claim — check its costs, set its deadline and finish the narrative.
- Approve and submit an R&D claim — approve it, file it, and record the credit.
- Export an R&D claim pack for your adviser.
Overview
Everything not yet filed: suggestions, drafts, claims in review and approved claims.
| Figure | What it shows |
|---|---|
| Potential claimable | Estimated spend on every suggested claim in the period |
| Likely return | The range of credit you could expect on suggested and in-progress claims |
| In-flight | Spend on claims that are in draft, in review or approved, and how many |
| Claimed back | Credit recorded on claims that have been filed |
| Due soon | Claims not yet filed whose deadline is in the next 6 months |
- Period opens on your current fiscal year. Fiscal years don’t always line up with the period you pick — a UK claim runs April to April — so a claim shows when most of its fiscal year, or most of your period if that’s shorter, falls inside it.
- Group by fiscal quarter, stage or jurisdiction, and Filter by stage or jurisdiction. To hide suggestions, use Filter → Suggestions → Hide suggestions.
- Select a row to open the claim.
Completed
Claims that have been filed or closed, for every year, with the Qualifying Spend and Credit Received on each.
Claim stages
| Stage | Meaning |
|---|---|
| Suggested | Found by the eligibility scan. Not a claim yet |
| Draft | Being written |
| In Review | Waiting for approval |
| Changes Requested | An approver sent it back |
| Approved | Ready to file |
| Rejected | Rejected. The project went back to its previous cost centre |
| Submitted | Filed with the tax authority |
| Closed | The outcome is recorded |
How a claim moves between stages is on How R&D claims work.
Before you start
- R&D claims are costed from effort, so Effort reporting, salaries and rates need to be in place. See How Flowstate fits together.
- Your project tool is connected and projects are linked, because tickets are the evidence. See Connect your project tool.