REPORT 2026

R&D Tax Credit Report 2026:
Statistics, Trends & Analysis

BSFZ statistics, approval rates and rejection reasons — supplemented by real-world data from 25+ applications.

Check Your Eligibility Calculate Your Credit
15+ Mio. €
Secured in R&D Tax Credits
100% Erfolg
Approval Rate BSFZ Certificates
< 4 Months
Average BSFZ Processing Time
MARKET OVERVIEW

The Market in Numbers: BSFZ Statistics 2020–2025

The R&D Tax Credit is Germany's largest R&D funding program. Since its launch in September 2020, a total of 46,418 applications with 56,761 R&D projects have been submitted to the BSFZ (as of December 2025).

Period Applications Projects Approval Rate
2020 ~600 ~750 76 %
2021 ~4.500 ~5.600 79 %
2022 ~6.600 ~8.200 74 %
2023 ~8.500 ~10.800 75 %
2024 ~12.200 ~15.400 ~72 %
2025 ~14.000 ~16.000 71 %
Total 46.418 56.761 Ø 74 %

Notably: 84% of all applications come from small and medium-sized enterprises (SMEs). At the same time, only two thirds of R&D-active companies are even aware of the R&D Tax Credit — the potential is far from exhausted.

Sources: BSFZ Current Figures (bescheinigung-forschungszulage.de), Stifterverband R&D Survey 2024, ZEW Policy Brief 09/2025

REJECTION REASONS

Rejection Rates: Why More Applications Are Failing

The rejection rate at the BSFZ is rising: from 21% in 2021 to 28.9% in 2025 — an increase of nearly 8 percentage points. That means: almost one in three applications is rejected.

The three most common rejection reasons from our practice:

1

Inadequately Explained Technical Risk

The project describes a new development, but does not convincingly explain why the outcome is technically uncertain. The BSFZ requires a clear description of the open research questions.

2

Insufficient Demarcation from the State of the Art

The application does not sufficiently explain what goes beyond the current state of knowledge. Without a clear demarcation, proof of novelty is missing.

3

Non-Eligible Project

The project does not fall under the FZulG definition of R&D — common in cases of pure software adaptation, quality assurance or market research.

With professional consulting, the rejection rate can be dramatically reduced. NOVARIS has had all 25 submitted applications approved — a rate of 100%.

NOVARIS BY THE NUMBERS

NOVARIS Real-World Data: What We Learned From 25 Applications

Transparency is our principle. While most consultants publish no concrete figures, we make our results public:

18,85 Mio. €
secured in R&D tax credits
100 %
Approval rate (25/25)
Ø 754.000 €
per client
Ø 8 Wochen
BSFZ processing time
32 %
more funding through optimization
89 %
had unknown eligible costs

Our clients come from various industries: 40% mechanical engineering, 20% software & IT, 20% chemistry, 10% medical technology and 10% other industries. 40% are SMEs, 60% large enterprises.

The largest single project we have supported had a funding volume of EUR 7 million. On average, we manage 3 R&D projects per client.

CALCULATION EXAMPLES

Model Calculations: What Companies Actually Receive

How much R&D Tax Credit do companies actually receive? Three model calculations based on the current 2026 rates:

Model 1: SME with 5 R&D Employees

Personnel Costs R&D Share 400.000 €
+ 20% Overhead Surcharge 80.000 €
Assessment Base 480.000 €
× 35% SME Rate
= R&D Tax Credit 168.000 €

Model 2: Mid-sized Company with R&D Department

Personnel Costs R&D Share 1.800.000 €
Contract Research (70% of EUR 400,000) 280.000 €
+ 20% Overhead Surcharge 360.000 €
Assessment Base 2.440.000 €
× 35% SME Rate
= R&D Tax Credit 854.000 €

Model 3: Large Enterprise, Multiple R&D Projects

Personnel Costs R&D Share 8.000.000 €
Contract Research (70% of EUR 2,000,000) 1.400.000 €
+ 20% Overhead Surcharge 1.600.000 €
Assessment Base (under cap) 11.000.000 €
× 25% Standard Rate
= R&D Tax Credit 2.750.000 €

Use our interactive calculator for your individual calculation.

REFORM 2026

FZulG 2026: How the Reform Changes the Market

The Growth Opportunities Act has fundamentally improved the R&D Tax Credit from 2026. The key changes:

Feature Until 2025 From 2026
Funding Rate 25% (uniform) 25% Standard / 35% SME
Assessment Base EUR 4 million EUR 12 million
Max. R&D Tax Credit EUR 1 million EUR 4.2 million (SME) / EUR 3 million
Overhead Surcharge 20% on personnel costs
Own Contributions EUR 40/h EUR 100/h
Contract Research 60% 70%

ZEW (Centre for European Economic Research) estimates the annual funding volume from 2026 at a minimum of EUR 4 billion — an increase of 124% over the previous level. The R&D Tax Credit thus firmly becomes Germany's most important R&D funding program.

EMPFEHLUNGEN

Recommendations

Based on our experience from 25+ applications, we recommend:

  1. 1
    Apply now — retroactive claims are possible

    All open tax years from 2020 are eligible. The longer you wait, the more money you leave on the table.

  2. 2
    Implement time tracking immediately

    Without project-based time records, there is no funding entitlement. Start today, not when you file the application.

  3. 3
    Review all cost categories

    89% of our clients had eligible costs they were unaware of. Contract research and own contributions are particularly often overlooked.

  4. 4
    Get professional support

    With a rejection rate of almost 30%, investing in a specialist is worthwhile — especially with success-based compensation.

  5. 5
    Check your SME status

    The 35% rate results in 40% more funding on the same assessment base. Check whether your company meets the EU SME criteria.

Sources & legal references

All statements regarding eligible base, funding rates, and application process are based exclusively on the following official legal sources and authority documents. Research date: .

Note: This page does not replace individual tax advice. For a binding assessment of your project, please contact us or your tax advisor.

Since 2021
FZulG specialists
25+ engagements
Successfully delivered
EUR 18.85M
Filed volume · 100 % approval

Why Self-Filed Applications Fail

The FZulG application process is technically complex and full of pitfalls. BSFZ rejections, incorrect cost allocations and missed deadlines cost German companies millions in unclaimed funding every year.

~29 %
3–6 Monate
50.000 €+
€ 15 Mio.+secured
25+clients
100 %Approval Rate
6 JahreFZulG experience

With NOVARIS: 100% Approval Rate (as of March 2026)

NOVARIS Handles Your Complete FZulG Application

From the initial analysis of your R&D projects through the BSFZ certificate to the tax office payout – NOVARIS manages the entire process. Success-based and risk-free.

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Max Nodes
Max Nodes
Managing Director & Founder of NOVARIS Consulting. Specialized in German R&D tax credits (FZulG) with a 100% approval rate. Learn more