Export & share

Export your R&D evidence for your accountant or share progress with your team

Claim workspace ready

3 projects · 8 evidence items · 5 documentation gaps · FY26

68% readiness

Ready

Download evidence pack

Export a structured PDF of all linked evidence items, organised by project, with source references and evidence strength ratings.

Ready

Generate project summaries

Create a concise R&D project summary for each detected project, including the technical uncertainty statement, hypothesis, and experimentation history.

Ready

Send to accountant

Share a read-only workspace with your accountant — includes all evidence, project summaries, and gap reports.

Ready

Prepare claim workspace

Create a structured claim workspace for your Canopy specialist to review and finalise. Includes a pre-filled project narrative for each detected project.

Ready

Download gap report

Export a prioritised list of documentation gaps with recommended actions, ready to share with your team or Canopy specialist.

Flag risk areas

Mark specific evidence items and gaps as priority review areas, and attach notes for your Canopy specialist.

Ready to prepare your FY26 R&D claim?

Your Canopy specialist manages the claim end-to-end — from evidence review to lodgement. Lock in your spot before the FY26 window closes.

Figures update automatically as new evidence is connected. Your Canopy specialist will confirm all positions during claim preparation.