Ask the Collective

Has anyone experienced R&D tax relief claims being retrospectively overturned or challenged by tax authorities after initial approval?

Yes, members have experienced R&D tax relief claims being retrospectively overturned. One member reported having a claim overturned for FY 2022 (with two successful claims in prior years), resulting in having to repay £17,000. Another member confirmed a similar experience. Members who faced overturned claims noted that challenging the decision appeared to involve significant administrative burden, with at least one deciding not to pursue an appeal due to the workload involved. Members experiencing this issue are available to discuss their experiences directly.