Eligibility assessment

Find out if your company can claim R&D tax credits
HMRC has a rigorous set of guidelines to determine whether your business qualifies for R&D tax credits. However, their criteria is challenging to interpret and can leave you asking more questions.

To make the process easier we've devised a short 4-stage questionnaire to help you assess whether your business qualifies for R&D tax credits. Click below to get started.

1/4 - Your R&D projects
Firstly we’ll need to understand whether any of your business activities could count as R&D. Have you been working on any of the following types of projects in the past three years?
Type of project*
- Developing a new product, tool or service
- Modifying an existing solution/technology
- Improving your internal processes or systems
- Adapting third party technology

2/4 - How you approached the project
Secondly, HMRC states that your specific project must have made an advance in science or technology. It sounds grand, but actually a lot of projects generate an advance. For example, if you looked at an off-the-shelf technology and instead built a bespoke application or machine to solve your problem then that work will likely qualify as an advance.
Technical approach*
- We developed brand new technology internally
- We built on, or modified, existing technology
- We used a third party to develop new technology
- We used off-the-shelf technology without modifying it

3/4 - Who managed the project?
Thirdly, the work needs to have been carried out by skilled professionals. These professionals will vary depending on your industry and field of R&D. Below are the most common professionals we see in our claims.
Employee type*
- Developers
- Engineers
- Scientists
- Skilled artisans
- Architects

4/4 - Resolving uncertainty
Lastly, HMRC require that the project involved some amount of uncertainty. If the project was a foregone conclusion then it wouldn’t count as R&D. HMRC also understands that, due to uncertainty, not all R&D has a successful outcome.
Project challenge level*
- There was at least one significant challenge to overcome.
- The project was too challenging, so we didn’t finish it.
- The work was easy; we didn't experience any challenges.

Success!

It’s likely that you can claim R&D tax credits

Get in touch with one of our team to get a full assessment and find out how much you can claim.
Inconclusive

We’re unsure if you can claim or not

Get in touch with one of our team to get a full assessment.
All assessments are free of charge.
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Success!