Overview
RDvault has truly revolutionised how businesses calculate and prepare R&D tax credit claims. It’s time for businesses to forget paying high percentage fees to claim R&D tax credits or spending hours using spreadsheets or preparing reports. And with our transparent pricing, R&D claims never costs a chunk of your claim.
RDvault features include:
Dashboard – Track, Forecast and Predict the value of your R&D Tax Credits claim before the year end! By using our interactive graphs and charts, you’ll know exactly where you are up to with your R&D claims.
Claims Overview – Instantly view all of your R&D projects, and RDvault takes care of all the SME and RDEC schemes for you. Received a grant or subsidy, no problem, RDvault accommodates for all these scenarios.
Accounts Analysis – Quickly select the accounting codes you want to analyse from an R&D perspective, RDvault intelligently analyses your transactions and selects the account codes you want to analyse.
Analyse R&D Expenses – Categorise R&D qualifying expenses using simple, easy to use workflows, in light of HMRC guidance and the UK tax legislation.
Project Details – Create a bespoke HMRC focused R&D report for your R&D claim, using our sector and insightful guidance, tips and tools.
Automated Tax Calculations – Not an R&D tax credits expert? No problem! RDvault simplifies and automates tax calculations, helping users prepare and even simulate their R&D tax credits claims. From SME, RDEC to surrendering losses, we’ve got it all covered!
Companies Overview – Have more than one company making an R&D claim? RDvault looks after all of your companies in one place!
RDvault + Xero
RDvault seamlessly integrates with Xero empowering accountants and businesses to instantly start preparing R&D tax credit claims at the click of a button. The integration unlocks all the functionality available in RDvault, such as our interactive dashboard, up to date accounting records and transactions, instant RDvault assistance etc.
You can even add manual journals, and introduce transactions directly into RDvault without ever changing your Xero data.
Getting started
To connect RDvault to Xero:
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In RDvault, click on My RDvault and then ‘Add New Company’.
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Type in the name of the New Company in RDvault.
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Select ‘Connect to Xero’ as your data source.
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When you’re taken to the Xero page, log in and select the relevant Company and click ‘Allow access’
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You will be redirected to RDvault and follow the steps to set up your R&D tax credits claim.