How to Claim R&D Tax Credits

Maximise your R&D claim with our proven,
hassle-free process.

Managing the entire claim means we minimise the impact on your organisation.

  1. Engagement & assessment

    After our initial assessment of your business, we allocate your claim to one of our directors who will take overall responsibility for supervising your claim. They will provide you with a single point of contact for the entire duration of your claim process.

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    We then assess at a high level both your tax position and technology activities. Although it’s unlikely, if we determine that you are unable to claim or it is not commercially sensible for you to do so, then we stop the process and there are no fees whatsoever payable by you.

    What we do differently:

    • No up-front fees
    • Our team consists of tax, legislative and sector-specific experts so we are able to identify qualifying R&D activities that in-house finance teams or other providers may very well miss.
  2. Collect technical & financial information

    Our experienced analysts carry out technical interviews with your key technology staff. We take the technical information and use it to determine the extent to which projects and activities qualify under the R&D scheme and prepare a detailed technical report that demonstrates how the different projects meet the requirements of the legislation.

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    During this process, we work with you to extract the qualifying costs from your financial records and ensure that any ineligible costs are excluded from the claim. We analyse any available data and records to determine the optimal way to structure your claim. If you do not have detailed records, then we work with you to determine how best to submit a claim, based on the information that you actually keep.

    What we do differently:

    • We understand that the day-to-day running of your business is your main priority and will fit in around your staff’s busy schedules.
    • We help you determine which projects and activities are relevant to the claim so you don’t waste lots of time wondering which areas should be covered
    • Our tried-and-tested claim process ensures that we capture all the required information while staying sensitive to your team’s investment of time and resources into the process.
  3. Map Costs onto Technology

    Having determined exactly which projects and activities should be included in the claim, we take the financial information that you have provided to us that contains the qualifying costs, and map the two elements together in such a way that will maximise the value of the claim.

  4. Prepare R&D claim pack

    We then prepare a detailed claim pack that shows HMRC exactly what is being claimed and why it qualifies under the legislation, as well as providing a detailed breakdown of the technical aspects, the financial aspects and the claim process.

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    What we do differently:

    • We never ask you to write the documentation. However technical your work is, our technology experts will produce the relevant documentation that is both technically accurate and shows HMRC how the work meets the requirements of the legislation.
    • We provide a full audit trail for the claim so that HMRC can trace the amounts claimed back to the underlying costs
    • In order to secure an optimal claim amount on your behalf, we continually invest into expanding our industry-specific expertise through our hiring policy and employee training. This together with our nuanced knowledge of what HMRC claim agents are looking for, gives you the assurance that we are claiming for everything allowable while not including anything that will raise up any ‘red flags’ with HMRC.
  5. Internal and External Claim Reviews

    The claim pack is then peer-reviewed and then reviewed again by one of our Directors after which adjustments are made if required. A third review then takes place with you, the client to ensure that you are happy with it. A fourth and final internal review then takes place before finally submitting it to HMRC.

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    What we do differently:

    • We recognise that it is your claim and we work in partnership with you to ensure that you are happy with the claim before it is submitted to HMRC.
    • Our review process ensures that no details have been missed and that best practices have been followed throughout the claims process. This results in us securing you the maximum value from your claim while minimising any risk of an HMRC enquiry.
  6. Submit and liaise with HMRC

    We send your claim pack directly to the HMRC specialist unit that is responsible for dealing with your claim and verify with them that the claim has been received. We then remain in regular contact with the HMRC to ensure that your claim is being processed and to answer any questions they may have.

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    What we do differently:

    • We proactively chase claims to ensure they do not get ‘lost’ within HMRC
    • Due to the high quality of the claims we submit, we have excellent working relationships with many inspectors so that we are able to pick to pick up the phone and directly call the inspector dealing with your claim.
  7. Tax credits received!

    We proactively chase payment and ensure that funds are received by you in good time. 95% of claims we handle tend to be paid out within 28 days, but many in less than that. We don’t charge a penny until your claim payment has been received.