Our Process

Our qualified technical team of software development and engineering specialists has practical experience in product and process development and are quickly able to identify qualifying technological development within your business, together with the associated eligible costs that can be claimed.

OUR SYSTEMATIC PROCESS

We have a systematic process for progressing successful claims: Initial review meeting to validate and scope the claim We brief you on the HMRC compliance requirements and explain the claim process. We use our technical knowledge and expertise of the R&D Tax relief scheme to identify, and validate, all eligible R&D activity. If you wish to progress with a claim we compile and file the HMRC detailed online ‘Claim Notification’ form (where required).

Technical review

We conduct a technical review to understand in detail your qualifying development work, the technical advances, challenges and uncertainties your business faced in undertaking its R&D work. From this we draft a comprehensive technical report to clearly and succinctly explain your qualifying development work to HMRC. We compile the detailed online ‘Additional Information’ form required by HMRC to support all claims.

Financial Information

We use clear and straightforward templates to work with you to capture all the qualifying cost information to be included in the claim. Qualifying costs include:

• Payroll costs for staff involved in technical development
• Subcontract and agency worker costs
• Materials (including software licences)
• Utility costs (electricity, gas, water)
• Development-related expenses

From this we compile a detailed financial justification to support your claim.

We provide tailored tax advice with a detailed summary of your options for gaining the best advantage for your business from your R&D Tax relief claim.

We calculate your company’s improved tax position as a result of your R&D claim and we prepare the tax computations and the Corporation Tax return (CT600). We file the detailed online ‘Additional Information’ form required by HMRC to support all claims.

We manage the process through to you receiving your refund, or other tax benefits.

We appreciate that our clients are understandably cautious when dealing with HMRC so we undertake a thorough and systematic process for ensuring quality and compliance. We take great care to ensure your claim meets all aspects of HMRC’s requirements. We also understand the need for confidentiality.

You will be managed through the claim process by one of our senior consultants. Quality and accuracy is paramount in our work with you and we use our proven templates to ensure all relevant information is captured in the most efficient way to minimise your time.

All documentation produced by our consultants to support the claim is reviewed internally by a separate member of our compliance team, before being released to you for your review and approval.

Final documentation to support the claim will only be released to HMRC once you are entirely satisfied with the work. Our Managing Director also signs off all claim documentation before it is released to HMRC.