Create R&D process #143
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Create R&D process #143
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OK, ready to go! @iteles having just been through this with me, let me know if you think I've missed anything That said, we'll be going through this again for dwyl/hq#525 so I'll be using this as a guide and updating it "live" in the next couple of months anyway |
13 tasks
iteles
requested changes
Apr 4, 2019
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| We then send this information along with our annual accounts and Corporation Tax computations to our consultants, and they process the claim for tax relief. | ||
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| **NB: It's best to have your annual accounts ready (but not filed) before you go through the R&D process, |
| + Our clients can also claim for these same projects | ||
| + Any code that we have created for our `learn-...` tutorials, but not the `README` itself | ||
| + Both full time dwylers and freelancers | ||
| * Admin / finance / other non-coding roles count |
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"as long as they were in support of the R&D work done"
| **Employer's National Insurance Contributions** (Employer NICs), **Pension Contributions**, and **salaries** | ||
| * `Xero > Reports > Payroll > Payroll Activity Summary` - then select the financial period you need (likely to be "last financial year") | ||
| and select each employee from the dropdown | ||
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We should remove people's personally identifiable data (full names) from this.
| ### Cost collection | ||
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| This is the meat of the piece and can get quite fiddly; but if you've got all the info outlined above to hand, | ||
| it should be much easier than it's been for us so far (with info spread across various spreadsheets and platforms) |
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Suffice to say 'it shouldn't take a particularly long time' 😉
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Ref: dwyl/hq#481
I've not proofread this yet - don't bother with the PR until I've added labels and requested a review