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Our 4 step process

Helping release vital investment for your business

Our experts partner with you to undertake a careful ongoing analysis of your business and the costs you’ve incurred that might be eligible for tax credits. In 2018 alone, we helped more than 600 innovative businesses take another step forward.

Step 1 – Getting to know you

We know that every business is built in a slightly different way. So an integral part of our process is to get to know you and your business to find out what is important to you, where you are in the market and where you want to go. With a team of analysts based across the country, we have the flexibility to offer either a phone call or an onsite visit. We know that time is a major factor in all businesses, so we can be flexible and work around you. In this meeting we would usually explain our processes and how we will work together.


Step 2 – Data gathering meeting

As much as we take up most of the work in preparing your claim, we do need your input. In this meeting we get into the detail of what your company does and which projects will form your claim. HMRC have outlined a set of criteria in order to identify eligibility, our technical analyst will explain what these are and identify which of your products or services would qualify for the scheme.

We have found that using technical analysts with experience in your specific sector, is a great way of identifying the aspects involved in creating or making a product or new process. With an understanding of the iterative steps that can be found in daily activities they are able to uncover details that can help maximise your claim value.


Step 3 – Generating a claim report

The technical report is an outline of the processes involved in the creation of your product or service and the financial evidence of your spending around it. HMRC have a level of detail that they require to be included in a report and we have an internal team that will ensure that the report meets these. Before we submit the technical report a draft will be sent to you for review.

Our aim is to make sure that you can continue to realise your maximum potential through innovation. And in order to ensure that you receive the maximum R&D tax relief possible, our process in submitting your claim includes a review of your company financials by our team of tax specialists, who will agree on your tax position and notify you of any changes to optimise your overall tax position.

Step 4 – Managing the claim

Once you have signed off the technical report we will submit it to HMRC. We are confident in our process and as a standard part of our service we provide enquiry defence, so in the event that HMRC has any questions, we will communicate with them on your behalf.

HMRC has its own internal process which can sit outside our estimated delivery times, but our dedicated support team maintain regular communication so that we can keep you updated on the progress of your claim. If your business needs early access to your R&D Tax Credit benefit, we have an R&D Advanced Funding option that may be suitable.

Once the claim is successful and HMRC has made payment of your claim we will pass the money directly on to you with a detailed explanation of how the tax savings have been calculated and applied.

Download a copy of our process

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