Making the most of HMRC's Additional Information Forms

Course Description

HMRC’s introduction of the online Additional Information Form (AIF) is one of the biggest shake-ups of the R&D tax relief scheme in years. Since 8th August 2023, all R&D tax relief claims have to be submitted with an AIF, so understanding what they are and how to complete them is vitally important.

Learning Outcomes

In this course, we take you through the most important aspects of the form. We will :

  • explain the structure of the form and how to answer HMRC’s questions,
  • give you detailed guidance on what to write in the free-text boxes,
  • provide templates you can use with your clients to gather the necessary information.

Ready to take the course?

£295+VAT

12 months access to this training course for each user.

All access

Get access to all of our training courses from £350+VAT per month.

Find out more

Rosie Guard
Rosie Guard
Personal Assistant
Minerva Innovation
Rosie Guard
This course is crucial if you want to fully understand the complexities of this process in a clear and concise way.
Mitchell Poyzer
Mitchell Poyzer
Compliance & Training Manager
Acute Business Advisory
Mitchell Poyzer

I would say this course is one of the best in covering the broader aspects of R&D, and aspects could be used to train new staff (in less technical roles) or even be client-facing, for those who want to learn more/want to upskill clients.

Valerie De Leonibus
Valerie De Leonibus
Director
Inventya Ltd
Valerie De Leonibus

The R&D Community provides an excellent way to train the team in a consistent manner and to a high standard. The video content makes it highly interactive and easy to follow. I have been searching for a long time for a training course like this and I am so happy to finally have found something so good.

What does this course cover?

The course is structured as a series of short videos, with a brief quiz after each one, to test your knowledge. It also includes an hour long update training which covers the changes to the Additional Information Form in September 2024.

Ready to take the course?

Buy this course

Course Stats

16

video lessons

52

assessment questions

2

verifiable CPD units

Watch one of the course videos for free!

Lesson 8: Completing the ‘Details of the Claim’ section (Part 2)

In this video we look at how to complete the few questions about your projects – how many are there, the project name, and the area of science or technology.

Get extra help with the Additional Information Form

As a member of The R&D Community you’ll get access to our R&D Helpline. If you’re stuck at any point while completing the Additional Information Form, you can send us an email or phone for help.

We’ll get back to you quickly with an answer, so you can keep making progress.

Back to the Course Catalogue Learn more about membership

Trusted by our Community