Great R&D claims aren't won at submission. They're won in the record-keeping.

Time and again, we see brilliant, genuinely innovative work put at risk — not because it isn't eligible for the R&D Tax Incentive, but because the contemporaneous records don't stand up when a claim is reviewed.

The reality? IRD doesn't expect you to build a whole new system. But it does expect an extra layer of detail — one that pinpoints where technological or scientific uncertainty was actually resolved, and ties eligible expenditure to it with a clean audit trail.

That's where we come in.

We work alongside our clients to design recording systems tailored to how they actually operate — whether that's an Agile workflow tracking uncertainty as an Epic, a time-apportionment process for staff split across eligible and routine work, or project governance documentation that captures the evidence as it happens, not months later.

No bolt-on bureaucracy. Just the right layer of detail, built into your existing rhythm, so your claim is audit-defensible from day one. If your R&D is real, your records should prove it. Let's make sure they do.

What's the biggest record-keeping headache you face when it comes to tracking R&D — capturing the work in real time, apportioning staff time, or knowing what "enough" evidence actually looks like?

Stay Ahead with RSM

Ready to future-proof your R&D claim? Book a no-obligation record-keeping review with our team.