Nine Stage R&D Tax Claim Process

The nine stage RD Relief process

Complete your claim within a few hours, a few days, or a few months.
With our sophisticated R&D technology, you are now in complete control.

Any representative of your company.

Step 1 (Representative of your Company)

Register online by answering a few simple questions

Our team of R&D tax specialists

Step 2 (The RD Relief Team)

Create and customise a cloud-based R&D workspace for your company

The primary tax or finance R&D user from your company.

Step 3 (Company Finance User)

Follow workflows to import costs and assign technical representatives/permissions

Each of your company's R&D technologists.

Step 4 (Each of the Company's Technical Users)

Follow workflows to extract relevant project detail and assess which costs qualify

Your company's primary tax or finance user for the R&D claim.

Step 5 (Company Finance User)

Review high-level claim summary and hand over to us for review

The RD Relief Team

Step 6 (The RD Relief Team)

Review full claim, issue two bespoke reports and provide feedback/recommendations

Each of the users involved in the R&D claim from your company.

Step 7 (All Users from your Company)

Review feedback/recommendations and make appropriate changes

Our R&D specialists

Step 8 (The RD Relief Team)

Review updates and finalise documentation

Your primary tax or finance user.

Step 9 (Company Finance User)

Submit claim figures (and report) to HMRC through the company's tax advisors

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