DIGITAL TRANSFORMATION PROJECT TAX CREDIT

Luxembourg now offers an 18% tax credit for qualifying digital transformation projects, covering both investment and operating expenses.

The regime is designed to support companies undertaking substantial digital modernisation - whether through new technologies, redesigned processes, strengthened cybersecurity, or broader changes to their business model.

What the regime offers

Projects benefit from an effective 18% credit on eligible costs. This applies per project, not at entity level.

18%

Directly on:

  • Eligible operating expenses
  • Eligible intangible assets (software, patents, licences)

18%

On tangible depreciable assets via:

  • 6% digital-project credit, plus
  • 12% global investment tax credit

Who can benefit?

The regime applies to Luxembourg-based enterprises subject to income tax. Although sector-neutral, it is particularly relevant for financial services firms undertaking digital transformation projects - including banks, asset managers, insurers, payments companies, and other financial institutions modernising their operating models, cybersecurity frameworks, data infrastructure, or digital service offerings.

What constitutes a qualifying project?

A qualifying project must aim to achieve at least one of the following:

  • Redefine production processes to significantly improve productivity, energy or material efficiency
  • Implement an innovative business model, including circular-economy concepts
  • Significantly redefine the service offering to create new value
  • Transform the organisation of the business through digital technologies
  • Strengthen cybersecurity or digital-risk management across the entire organisation

The project must go beyond “basic digitisation” and represent a holistic transformation using digital technologies.

Project duration: up to 3 consecutive financial years, with only costs incurred after filing the eligibility request being considered.

Eligible costs

  • Depreciable tangible assets (servers, IT hardware, equipment)
  • Software & patents (acquisition or development)
  • Software/patent licences (e.g. SaaS, cloud computing)
  • Must be used in Luxembourg
  • Cannot be granted by a related enterprise
  • Advisory, diagnostic & technical support services
  • Training costs for staff involved in the project
  • Internal project staff costs based on timesheets
  • Other project-level expenses such as cyber audits, certification costs, cloud/SaaS fees, project management

All amounts must be net of other state aids.

Exclusions

  • Assets depreciable over less than 3 years
  • Motor vehicles
  • Costs aimed solely at achieving legal or regulatory compliance
  • Environmental building renovation
  • Licences from related parties or not used in Luxembourg
  • Routine legal/tax advice or generic marketing

Administrative process

1. Eligibility Attestation

  • File request with the Ministry of the Economy via MyGuichet.lu
  • Only expenses incurred after this filing date qualify

2. Certificate

  • Confirms eligible costs for the financial year
  • Must be requested within 2 months after the end of the financial year
  • Ministry has up to 9 months to issue the certificate

3. Claiming the Credit

  • Attach certificate to the income tax return
  • The credit offsets income tax due for that year
  • Unused credit can be carried forward 10 tax years

WHY IT MATTERS

  • Significant cost reduction for multi-year digital initiatives
  • Supports cybersecurity upgrades, cloud migration, digital operating models, and AI-related transformation
  • Strong alignment with Luxembourg’s policy objectives on innovation, digital resilience, and business modernisation

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