Tool

Calculate the research allowance

Six entries, one amount. Every number in this calculation is written in the Research Allowance Act, with its section.

Step 1 of 4

Your company

Is your company an SME?

§ 4 Abs. 1

When did the project start?

§ 3 Abs. 3b

Assessment base€300,000Allowance€105,000

The rates in the law

25%of the assessment base, paid as the research allowance.§ 4 Abs. 1
+10 pointsfor small and medium-sized enterprises, on application.§ 4 Abs. 1
€100per documented hour of own work, at most 40 hours per week.§ 3 Abs. 3
70%of the fee for contract research, if the contract was awarded after 27 March 2024.§ 3 Abs. 4
20%flat overhead and operating costs, for projects started after 31 December 2025.§ 3 Abs. 3b
€12Mmaximum assessment base per financial year from 2026, before that €10M. Affiliated companies share it.§ 3 Abs. 5
€15Mfor all state aid for one project together, per company.§ 4 Abs. 3

Source: Research Allowance Act (FZulG) as published on gesetze-im-internet.de on 9 September 2026.

What companies ask about the research allowance.

Who is eligible for the research allowance?
Taxpayers under the Income Tax Act or the Corporation Tax Act with income from agriculture and forestry, trade or self-employment who are not exempt from taxation (section 1 FZulG). For partnerships, the partnership itself is the claimant.
How much is the research allowance?
25 percent of the assessment base. Small and medium-sized enterprises under the SME definition of the General Block Exemption Regulation can apply for an increase of ten percentage points, so 35 percent (section 4 (1) FZulG).
Which expenses count?
The wages of employees to the extent that they work on research and development in the eligible project, including employer contributions to their future security (section 3 (1) FZulG). In addition, own work at 100 euros per documented hour up to 40 hours per week (section 3 (3)), the depreciation of assets acquired after 27 March 2024 and used exclusively in the project (section 3 (3a)), 70 percent of the fee for contract research (section 3 (4)) and, for projects started after 31 December 2025, a flat overhead allowance of 20 percent on top (section 3 (3b)).
Is there a ceiling?
Two. For expenses from 1 January 2026 the assessment base is capped at 12 million euros per financial year, before that at 10 million euros; affiliated companies share the cap (section 3 (5) and (6) FZulG). And all state aid for a project together must not exceed 15 million euros per company and project (section 4 (3) FZulG).
When and where is the research allowance applied for?
After the end of the financial year in which the expenses were incurred, electronically at the tax office responsible for income taxation (section 5 (1) FZulG). For each project the application needs a certificate from the research allowance certification body confirming that the requirements of section 2 are met (section 5 (3), section 6 FZulG). The first certificate in a financial year is free of charge (section 6 (5) FZulG).
What applies to contract research?
Whoever commissions a project counts 70 percent of the fee as eligible expenses if the contract was awarded after 27 March 2024; for older contracts it is 60 percent. What the contractor passes on to subcontractors does not count (section 3 (4) FZulG).

Whether your project meets the requirements, we clarify in thirty minutes.

The calculator knows the rates. Whether a project is eligible, which hours count and how the application passes the certification body and the tax office is the work behind it. We do that with you.

Further reading: Calculating the Forschungszulage: what you actually get · The BSFZ certificate: process, criteria and processing time · Forschungszulage for contract research: the 60% rule and what has applied since 2024