OUR CLAIMS PROCESS

Our Claims Process

The first thing to determine is whether your company qualifies, and this is easily established either in person, on the phone or via email. If you’re a limited company and have spent time and money engaged in R&D activities, then it’s highly likely that you have a claim. Don’t worry if you’re not sure – it’s our job to extract the relevant information from you – and very few companies are aware of all the innovation that their company is involved with that qualifies.

 

Once we have made initial contact and you have decided that you wish to instruct us to explore a claim for R&D tax relief on your behalf, we will commence the claims process.

OUR CLAIMS PROCESS

STEP BY STEP

QUALIFY

MEET YOU

FORMS

REPORT

PAYMENT

ONE

THE THREE RDIs

INTRODUCTION

Our Client Relationship Administrator (CRA) will introduce you to your team of specialists and give you a brief explanation of what to expect during the process.

TWO

INDUCTION

Your designated Tax Consultant will send you a list of sources that will help you find the potential R&D in your company. We just ask you to ensure that any projects you are considering fall within the relevant accounting periods.

THREE

IDENTIFICATION

A meeting or call to discuss your company’s problems, activities and solutions frow which your consultant will use their skills to identify which systems, processes, products, materials or devices fit the criteria for an R&D submission.

FOUR

RDA

ASSESSMENT

A meeting or call with your consultant and the associated project and financial leads to review the data from the RDI and gather all the technical information needed to complete your report.

FIVE

RDC

COSTS

A call with our Operations manager to confirm the financial start and end dates of each project, identify eligible expenditures and compile the costs for a final calculation of your expected benefit.

SIX

RDS

SUMMARY AND SUBMISSION

You will be sent an abridged version of your technical report and summary of costs for you to approve before final submission to HMRC.

We would love to chat and give you the help you need to complete your claim.

All we require are a few details from you and one of our friendly experts will be in touch very soon.

Call us on 01744 613679

Contact us today