HMRC’s Additional Information Form pre- Merged Scheme

HMRC launched the Additional Information Form (AIF) for all claims on 8th August 2023.*

Are you aware of how the new Additional Information Form affects your clients’ claims? Don’t let this catch you off-guard! Get the inside scoop on everything you need to know.

*This guide is for all claims that that start before 1 April 2024. In September 2024, a new version of the AIF was released for claims being submitted under the Merged Scheme (accounting periods starting 1 April 2024 onwards), so check out our sister guide “Your Guide to the Additional Information Form (AIF) for the Merged Scheme and beyond” if your claiming under the Merged Scheme.

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HMRC’s Additional Information Form pre- Merged Scheme

What’s inside?

The requirement to provide additional information to support R&D tax relief claims came into force for all claims submitted on or after 8th August 2023.

This means that every claim now submitted needs an Additional Information Form, regardless of claim dates or when your claim was prepared.

Complying with the form means making updates to both claim preparation and submission processes in order to make sure that the required information is gathered, and the form is submitted at the correct point in the process.

To help get you ready for this change, we’ve pulled together a handy checklist of everything you need to know.