Investigating Opportunities for an Automated R&D Tax Credit Software Platform in the USA and Canada

全球各国政府都提供研发激励计划，以奖励投资于创新的公司。在英国，HMRC通过研发税收抵免计划（R&D Tax Credit Scheme）鼓励企业开发新技术、新产品、新工艺或新服务，为符合条件的研发成本提供高达33%的税收减免。一般来说，如果一家公司在创新上花钱，它可以得到现金支付和/或公司税减免。2020年，37个经合组织国家中有32个国家在政府层面向英国税务海关总署提供了类似的研发税收优惠，欧盟27个国家中有21个。传统上，全球的中小企业会聘请专业会计师或专业服务机构，为其申请获得此类政府资金做准备，并通常为此支付15%至30%的费用。在全球范围内，这些会计费用相当于每年超过2000亿美元。在英国的研发索赔流程中，我们开发了世界上最大的？第一个完全集成和自动化的研发税收抵免软件，使企业能够创新和快速地准备自己的研发税收申报。我们的自动化理赔平台颠覆了英国的研发理赔格局，使中小企业能够使用简单的基于saas的费用准备自己的理赔。我们创新的基于云的平台，使公司能够从他们的云会计软件（Sage， Xero和QuickBooks）中提取，整理和准备所有必要的相关信息，以数字方式向HMRC提交索赔，而无需使用传统且通常耗时且昂贵的精算/会计师。在这个项目中，我们将研究将我们的英国索赔平台应用于美国和加拿大研发计划的可行性。我们项目的愿景是更好地了解美国和加拿大的研发税收格局，在这两个国家，RDvault有很大的机会成为早期进入者和颠覆者，并且：*有既定的研发激励计划，*没有两个研发税收制度是完全相同的。由于联邦和州/省层面有大量的立法/政策需要考虑，*云计算的采用正在显著增加，*很少有供应商提供集成/自动化的研发索赔服务，*创新支持、研发集群和技术网络建立合作/伙伴关系的格局很强。我们将进行详细的市场研究，评估每个国家的研发税收计划，拜访主要利益相关者，参观技术集群/科学园区，参加国际技术/创新和金融科技展览，评估竞争对手，并衡量最终用户对我们的研发索赔平台的兴趣。

R&D incentive schemes are offered by governments globally to reward companies for investing in innovation. In the UK, HMRC incentivises companies for developing new technologies, products, processes, or services through the R&D Tax Credit Scheme, offering tax relief of up to 33% of eligible R&D costs.Generally, if a company spends money on innovation, it can receive either a cash payment and/or a Corporation Tax reduction. In 2020, 32 out of 37 OECD countries offered similar R&D tax incentives to HMRC at government level, and this number reaches 21 in the EU-27 countries.SMEs globally would traditionally appoint a specialist accountant, or boutique service to prepare their annual claim to access such government funds, and typically pay between 15-30% in fees for the service. Globally, these accountancy charges equate to over $200bn p.a.RDvault has demysti?ed the R&D claims process in the UK, we developed the world's ?rst fully integrated and automated R&D tax credits software, empowering businesses to innovatively and swiftly prepare their own R&D tax claim. Our automated claims platform has disrupted the UK R&D claims landscape, by enabling SMEs to prepare their own claims, using a simple SaaS-based fee.Our innovative cloud-based platform, enables a company to extract, collate and prepare all the relevant information necessary from their cloud-accounting software (Sage, Xero, and QuickBooks), to submit their claim digitally to HMRC, without the need for using a traditional and often time-consuming and expensive boutique/accountant.In this project, we shall investigate the feasibility of adapting our UK claims platform for application to the US and Canadian R&D schemes. Our project's vision is to gain a better understanding of the R&D tax landscapes in the US and Canada where there are significant opportunities for RDvault to be an early entrant and disruptor, and where:* There are established R&D incentives schemes in place,* No two R&D tax regimes are exactly alike, with multitudes of legislation/policy to consider at federal and state/provincial level,* Cloud-accounting uptake is increasing significantly,* Few suppliers are offering integrated/automated R&D claims services,* There is a strong landscape of innovation support, R&D clusters, and technology networks to establish collaborations/partnerships.We shall undertake detailed market research on evaluating each countries R&D Tax schemes, visits to meet key stakeholders, visit technology clusters/science parks, attend international Technology/Innovation and Fintech exhibitions, evaluate competitors, and gauge end-user interest in our R&D claims platform.