MX R and D Tax Credit Automation System. Automate Eligibility Scoring, Cost Tracking, and Audit Ready R and D Claims

Description
The MX R and D Tax Credit Automation System is a complete R and D claim preparation engine that transforms project data, costs, and technical narratives into accurate, compliant, and audit ready R and D tax credit claims.

It is designed to:

• Centralise projects, activities, costs, staff time, and eligibility criteria in one structured system.
• Automatically classify qualifying and non qualifying costs using HMRC or IRS rules.
• Score eligibility based on technical uncertainty, advancement, and systematic investigation.
• Allocate staff time, consumables, subcontractor costs, and software expenses accurately.
• Produce audit ready R and D schedules, narratives, and supporting documentation.
• Replace slow, error prone manual claim preparation with fast, reliable, structured automation.
• Provide a clear, defensible methodology suitable for accountants, advisors, and tax authorities.

Whether you prepare claims for clients or manage internal innovation projects, this system gives you a professional and dependable R and D workflow.

2. Who It’s For
This tool is ideal for professionals responsible for R and D tax credit preparation, compliance, and documentation, including:

• Accountants
• Tax advisors
• CFOs
• Finance teams
• Innovation managers
• Engineering teams
• Consultants
• SMEs performing R and D
• Anyone who needs accurate, repeatable R and D tax credit claims

If you work with R and D projects or innovation costs, this tool will significantly improve your workflow.

Why It Is Better Than Manual Work
Manual R and D claim preparation is slow, inconsistent, and highly prone to errors that reduce claim value or trigger audits. This system solves that problem.

With the MX R and D Tax Credit System, you get:

• Zero repetitive admin
• Guaranteed accuracy through automated eligibility logic
• Consistent results across all projects and periods
• No formula maintenance
• Instant outputs
• A transparent audit trail for every cost and eligibility decision
• Professional grade documentation normally found only in specialist R and D platforms

It is like having an R and D tax specialist working inside Excel.

4. What’s Included
You receive a complete, ready to use R and D tax credit automation system:

• Fully automated Excel workbook
• VBA powered eligibility and cost engine
• Project and activity register
• Eligibility scoring engine
• Staff time allocation
• Qualifying cost classification
• Consumables and subcontractor tracking
• Software and cloud cost allocation
• SME and RDEC calculation logic
• Audit ready R and D schedules
• Technical narrative builder
• Diagnostics and exception checks
• Dashboard and visual summaries
• Step by step instructions (included in the download and inside the workbook)

Everything is pre built, structured, and ready to run.

5. Time & Cost Savings
This tool delivers real, measurable value for organisations and advisors preparing R and D claims.
Time Savings

• Reduce claim preparation time by 60 to 90 percent
• Save 20 to 80 hours per claim
• Eliminate manual cost classification and eligibility scoring
• Produce schedules and narratives in minutes

Cost Savings

• Increase recoverable R and D credits by 10 to 30 percent
• Save 1,000 to 10,000 pounds per claim depending on project size
• Prevent costly errors that trigger audits or reduce claim value
• Reduce labour costs by 5,000 to 20,000 pounds per year
• Achieve a 5x to 25x return on investment within the first claim

For advisors handling multiple clients, the savings are even higher.

IMPORTANT - ONLY WORKS on WINDOWS (not on Macintosh iOS)