Accountant Claim Process

Claim Process for Accountants

Our tried and tested process for Research and Development (R&D) tax credit claims ensures you receive the maximum benefit available to you.

We follow a simple 4 step process for your R&D claim journey which can be seen below.


Our standard process is set out below and usually takes 4 – 6 weeks to complete.

Discovery Meeting

We will contact you to arrange a call or meeting to find out your needs and understand your requirements. Our team will explain (in detail) the details need to identify an R&D tax credit claim and run through some past examples.

Working with your clients

Following your referral, we will speak to your client to identify the activities and costs associated to the R&D claim.

We will then pull together a report and calculate the claim that your client is entitled to, the report and claim details will be sent to both you and your client.

Submission of claim

One your client is happy with the full report, we will submit this on their behalf (keeping in touch with you throughout). Any queries raised by HMRC will be dealt with by us, ensuring a smooth process.

End result

It can take around six weeks for HMRC to process the claim, once the claim has been agreed we will communicate this to both your client and you. Usually, your overall corporation tax liability will be reduced, or in the instance that the business made a loss a cash refund will be applied.