eBooks & Guides

Here you can download copies of our detailed and insightful ebooks, all designed to help you build your understanding of the market opportunity and of the R&D tax scheme itself.

Your Guide to the Additional Information Form (AIF) for the Merged Scheme and Beyond

HMRC launched the Additional Information Form (AIF) for all claims on 8th August 2023.

The solution to the merged R&D tax credit scheme’s complexity

We’re on a mission to equip accountants across the UK, like you, with a powerful toolkit centred around our innovative software, enabling you to confidently prepare compliant and robust R&D tax claims for your clients.

Marketing your R&D tax services – Getting it right

We’re on a mission to equip accountants across the UK, like you, with a powerful toolkit centred around our innovative software, enabling you to confidently prepare compliant and robust R&D tax claims for your clients.

The accountants’ game-changing guide to preparing R&D claims in-house

Our step by step guide leads you through the fundamentals of the R&D tax scheme, how to optimise your claims processes and why technology will be your greatest asset.

Your guide to identifying eligible clients

We give you the tools you need to identify eligible clients in your own client base and amongst prospects.

Dealing with HMRC enquiries

Explore the reasons behind an HMRC R&D tax claim enquiry, and best practice tips for responding to one should it arise.

HMRC’s Additional Information Form pre- Merged Scheme

Are you aware of how the new Additional Information Form affects your clients’ claims? Don’t let this catch you off-guard! Get the inside scoop on everything you need to know.

How to write an R&D tax relief technical narrative

With HMRC’s new mandatory requirement for project descriptions on all submissions, we wanted to share our experiences to help others to write their best possible technical narratives.

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