Tell us about your R&D and book a meeting

Thank you for considering RD Reliance for your R&D tax claim. This form takes about 3 minutes and helps us assess your eligibility ahead of our introductory call. At the end of this form, you can also book a meeting with us.

Fields marked * are required.

About you and your company

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Company contact name*
Has your company claimed UK R&D tax reliefs before?*
What accounting period do you think might have a qualifying R&D tax claim?*

Please enter the period end date

Is there another accounting period you think might have a qualifying R&D tax claim?*

Your R&D

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What field of science or technology does your R&D project sit within?*
Did your project aim to advance upon the existing level of knowledge or capability in this field of science or technology?*
What HMRC means by an advance

An advance means extending overall knowledge or capability in a field of science or technology, not just your company's own. An appreciable improvement to an existing process, material, device, product or service can count.

You can find out more about the R&D tax rules and qualifying guidelines at CIRD81910 (opens in new tab) and in HMRC's R&D 'Guidelines for Compliance (opens in new tab)'.

Did your project attempt to resolve an existing scientific or technological uncertainty in this field?*
What HMRC means by uncertainty

A scientific or technological uncertainty exists when a competent professional in the field can't readily work out whether something is scientifically possible or technologically feasible, or how to achieve it in practice.

You can find out more about the R&D tax rules and qualifying guidelines at CIRD81910 (opens in new tab) and in HMRC's R&D 'Guidelines for Compliance (opens in new tab)'.

Competent Professional details

Was your R&D project overseen by a Competent Professional?*
What HMRC means by a Competent Professional

HMRC defines a 'Competent Professional' as someone suitably qualified or experienced (opens in new tab) in the same field as the R&D advance.

What is their highest level of qualification?*
How many years' experience do they have working in this field of science or technology?

R&D Project Costs

This section refers to the costs in your accounts for this period.

Did you incur any of the following costs on this R&D project when attempting to overcome the technological uncertainties?*

Select all that apply.

Approximately how much do you estimate your total R&D project costs to be in this period?*

We'll consider all of your costs in detail with you, to ensure that your claim is maximised and compliant, but for now, please provide an estimate:

Total R&D project costs:

RD Reliance is a member firm of the Association of Taxation Technicians (ATT) and is bound by the Professional Conduct in Relation to Taxation (PCRT) rules.

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