One Seamless Experience with
Platform + Service
Our streamlined hybrid approach from application to refund, on average, will only take 8 hours, which is typically 2.5X faster than working with traditional advisors, at only 5% of final credit or less.
Step 1: Discovery call
Our claims specialist will walk you through the whole process and make sure it’s clear how to identify projects and what you can and can’t claim. You can even discuss advanced funding.
Step 2: Claims platform
There are 8 sections to complete for submission. You can find out more about these section here.
Step 3: Review
Our platform will ask 4 open-ended questions to help formulate an outline for a technical narrative, which will be refined by our technical writers to ensure compliance with HMRC.
Step 4: Submission
When you’re ready to submit, the platform automates the process by populating your company, cost and technical data into the Additional Information Form. You can choose to submit the corporation tax return (CT600) yourself or let our team handle that too.
Step 5: HMRC follow-up
Our team will chase HMRC for updates on claim progress and provide enquiry support if needed. Our enquiry rate is 2.5% with only a 0.4% adjustment!
Step 6: Tax credit received
Our team will chase HMRC for updates on claim progress and provide enquiry support if needed. Our enquiry rate is 2.2% with only a 0.4% adjustment!
One Seamless Experience with Platform + Service
Our streamlined approach from application to refund, on average, will take 8 hours, which is typically 150% faster than working with traditional advisors.
Step 1: Discovery Call
During a 30-minute call, your dedicated claims manager will walk you through the whole process and make sure it’s clear how to identify projects and what you can and can’t claim.
Step 2: Collation of Costs
Once you have collated all the relevant costs, these can be submitted onto the platform via API or CSV upload.
Step 3: Technical Narrative
Our platform will ask 6 open-ended and 7 multiple-choice questions to help formulate an outline for a technical narrative, which will be refined by our technical writers to ensure compliance with HMRC.
Step 4: Review
Our specialist team will carefully review iteratively each draft section submitted to ensure it’s correct, compliant, and optimised, with feedback given within 48hrs. Your dedicated claims manager can also discuss benchmarks to ensure claim cost optimisation. Before submission final applications are rigorously checked by our team of Ex-HMRC specialists.
Step 5: Submission
The platform will generate a report once you are ready to submit. Either you or our team can submit the final claim to HMRC via the Government Gateway.
Step 6: HMRC Follow-up
Our team will chase HMRC for updates on claim progress and provide enquiry support if needed. Our enquiry rate is 2.2% with only a 0.4% adjustment!
Step 7: Tax Credit Received
HMRC will usually pay out within 6 weeks from claim submission.
Get in touch to find out more
Speak with one of our R&D claims advisors