The benefits of an investment backed by an incentive certificate are at risk if the investment is not properly documented on completion. We prepare the findings for the completion visa by matching each expenditure to its invoice, payment record and fixed asset entry.
The same applies to R&D and design activities: keeping the deduction depends on expenditure staying within the statutory definition and being properly recorded. Our reports make that link explicit.
Scope of work
In every engagement we cover the following areas, tailored to the structure of your company.
- 01
Determining expenditure within the incentive certificate
- 02
Sworn-in CPA report for the completion visa
- 03
Checking the reduced corporate tax rate application
- 04
Reviewing R&D and design expenditure
- 05
Reports on the R&D and design deduction
- 06
Checking compliance with documentation and time requirements
How we work
- 01
Certificate review
We assess the incentive certificate, its annexes and the status of the investment.
- 02
Matching expenditure
We match every item to its invoice, payment and fixed asset record.
- 03
Findings and report
We set out the completed investment and expenditure in a report.
- 04
Submission
We deliver the report in line with the application process and answer questions.
Who it is for
Companies holding investment incentive certificates, R&D and design centres, and businesses incurring R&D or design expenditure.