IP Box reports
Generate a yearly qualified-income report from invoices and IP rights. Re-generating recalculates everything except lines an accountant has edited or added manually.
Prepare your IP Box report
- Review income in IP Box . Choose an invoice and select Set up IP Box. Create a right from it or reuse a suggested existing right; the description is copied for you.
- In that same form, set IP transfer or Licence sales, the qualifying share, description and commit hashes, then Save and link to invoice. Licence income does not require commit hashes. Use Not covered by IP Box for non-IP income; it remains in total revenue and is no longer awaiting review. Use 85% only where your records support it.
- Review expenses: Direct allocates 100% to a selected IP right or across qualifying IP income in that month; Indirect means shared costs apportioned by monthly qualifying revenue / all revenue. Nexus A–D is a separate classification; indirect costs never enter those buckets. Choose a specific IP right to record Nexus expenditure. Importing a cost sheet with optional classification flags preselects the expense dropdowns; blank flags stay Unclassified.
Generate or regenerate the invoice attribution year after changes. Pin the reviewed report to keep a frozen copy, including its source data and XLSX export. Future generation creates or updates a separate draft.