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

研发激励计划是由全球各国政府提供的，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激励公司开发新技术、产品、流程或服务，提供高达符合条件的研发成本的33%的税收减免。通常，如果公司将资金用于创新，它可以获得现金支付和/或公司减税。2020年，在37个OECD国家中，有32个国家在政府层面向HMRC提供了类似的研发税收优惠，在欧盟-27个国家，这一数字达到了21个。全球中小企业传统上会任命一名专业会计师或精品服务来准备他们的年度申报，以获得此类政府资金，并通常为这项服务支付15%-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。RDvault在英国取消了研发申报流程，我们开发了世界上首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纳税申报。我们的自动理赔平台通过允许中小企业使用简单的基于SaaS的费用来准备他们自己的理赔，从而颠覆了英国的研发理赔格局。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，以数字方式将他们的理赔提交给HMRC，而不需要使用传统且往往耗时且昂贵的精品/会计师。在这个项目中，我们将研究调整我们的英国理赔平台以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形势，在这些地区，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完全相同，联邦和州/省层面需要考虑多种立法/政策，*云会计的使用正在显著增加，*很少有供应商提供集成/自动化研发报销服务，*有强大的创新支持、研发集群、我们将开展详细的市场研究，评估各国的研发税收计划，访问主要利益攸关方，参观技术集群/科学园区，参加国际技术/创新展览会和金融科技展览，评估竞争对手，并评估最终用户对我们的研发申报平台的兴趣。

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.