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Identifying eligible R&D tax clients in your portfolio

17th Jul 2023
Brought to you by
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WhisperClaims was launched in response to demand from the accountancy sector for a software...
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Synopsis

With the latest legislation changes to the R&D tax scheme, HMRC are (rightfully!) prioritising claim legitimacy and quality more than ever.

As a trusted accountancy firm, it’s vital that you ensure that all of your R&D claims fall within HMRC’s eligibility criteria.

So, fundamental to helping your clients reap the benefits of the R&D Tax Scheme is understanding:

  • What HMRC’s definition of ‘eligibility’ is
  • How to apply that knowledge when talking to clients about the R&D work being carried out
  • Being able to determine where eligibility does and does not sit.

What's in it?

This guide gives you the tools you need to identify eligible clients in your own client base and amongst prospects.

We discuss some methods that you can use to assess the different categories of R&D clients and—once you’ve identified these clients—how to risk-assess each claim.

    We’ll also give you some examples of more and less obvious cases to help you as you start to work through your own client base.

    Download the guide

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    Looking to expand your service offering?

    The WhisperClaims software is the only fully-automated solution designed entirely to enable accountants to deliver cost-effective, robust R&D tax relief claim for their clients, maintaining brand identity and without the need to outsource.

    • Used by 150+ firms nationally
    • Over 3,000 claims processed to date
    • £500 million identified in eligible spend, representing over £125m in tax benefits