Eligibility Assessment

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 continue to 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

R&D tax credit Elegibility Assessment

Find out if your company can claim R&D tax credits

1/4 - Your R&D projects

Type of project

2/4 - How you approached the project

Technical approach

3/4 - Who managed the project?

Employee type

4/4 - Resolving uncertainty

Project challenge level

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.

We have pledged to donate 200 trees for planting in 2024

R&D tax credit Elegibility Assessment

Find out if your company can claim R&D tax credits

1/4 - Your R&D projects

Type of project

2/4 - How you approached the project

Technical approach

3/4 - Who managed the project?

Employee type

4/4 - Resolving uncertainty

Project challenge level

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.

We have pledged to donate 200 trees for planting in 2024

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