Does Opagio guarantee tax relief eligibility?
Short Answer
No — Opagio valuations support R&D tax credit or SEIS/EIS claims but don't guarantee HMRC acceptance. HMRC makes final eligibility decisions based on facts and law.
Full Explanation
Opagio can help quantify R&D spending, document development methodology, and produce reports supporting tax relief claims. But HMRC has discretion: they may challenge whether specific spending qualifies, whether the development was truly novel, whether the company meets scheme criteria (employee count, turnover thresholds, eligible trade). Examples of HMRC challenges: 1) claiming salary costs as R&D when work was routine maintenance, 2) claiming foreign development costs ineligible under SEIS, 3) claiming subcontracted development where the subcontractor is ineligible. Opagio can help you document and justify your position (here's why this was R&D, here's the evidence of development), but you ultimately need to be truthful and defensible. If HMRC audits and disagrees, they can disallow the relief and assess penalties. The protection: maintain good records (emails, code commits, timesheets) supporting your claims. If HMRC challenges, those records are your evidence. Opagio valuations and reports can be part of the evidence package but aren't dispositive. For significant R&D credit claims, engagement with a tax advisor experienced in HMRC defence is recommended, especially if amounts are large or methodology is novel.
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