Tech startup and SaaS accounting including deferred revenue, subscription metrics, burn rate tracking, investor reporting, and SEIS/EIS compliance.
Tech & SaaS accounting requires SaaS revenue recognition (FRS 102 Section 23), share-option administration (EMI), R&D claims under the merged scheme, and international tax for distributed teams. Westfin runs your SaaS metrics (ARR, NRR, CAC payback) alongside statutory accounts.
The reliefs, schemes and risks that consistently apply in this sector — with HMRC source links so you can verify everything we say.
From April 2024, a single 20% above-the-line credit replaces SME + RDEC. Loss-making R&D-intensive companies (R&D ≥ 30% of total spend) still get ERIS at 27% effective benefit.
Reference (gov.uk)Most generous UK share scheme: up to £250k options per employee, £3m company limit, CGT (not Income Tax) on exit if held 2+ years.
Reference (gov.uk)SEIS: £250k investee limit, 50% income tax relief for investors. EIS: £5m/yr, £12m lifetime, 30% relief. Pre-funding advance assurance from HMRC is gold.
Reference (gov.uk)10% effective Corporation Tax rate on profits derived from qualifying patents — under-used by UK SaaS.
Reference (gov.uk)Deferred revenue from annual subscriptions
MRR and ARR calculations
Burn rate and runway tracking
Investor reporting requirements
SEIS/EIS compliance
Share option scheme accounting
Subscription billing integration
SaaS metrics dashboard
Cash runway forecasting
Investor-grade financial models
R&D and patent box reliefs
Equity and option pool tracking
Deferred revenue automation
SaaS metrics (MRR, ARR, churn, LTV, CAC)
Burn rate and runway analysis
Investor reporting packs
SEIS/EIS advance assurance applications
Share option scheme setup (EMI, CSOP)
Speak to our Technology & SaaS accounting specialists today