Responsible Use of AI in Preparing R&D Claims
AI is transforming professional services – but its use is not without risks. In this course, Karen Evans FCA explains how AI can be used to ‘supercharge’ your R&D claim preparation process – but in a responsible and PCRT-compliant way.
Using AI tools in line with PCRT guidelines
As more R&D advisors adopt AI tools for their claim preparation, HMRC have admitted their caseworkers are also using them to help analyse claims and process enquiries. We all have a shared responsibility to ensure we are using these tools in line with PCRT guidelines, and preparing robust R&D tax relief claims for our clients.
This course is built for advisors to learn where AI tools can be adopted within their claim preparation process, and how to do this in a way that meets their obligations under PCRT, HMRC’s Standards for Agents, or indeed their own ethics and values.
Course outline
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1. Introduction
2. How AI can be used to prepare R&D claims
3. Using AI to sense-check information
4. Using AI to draft and defend a claim
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5. How PCRT applies when using AI
6. AI & integrity
7. AI & professional competence & due care
8. AI & professional competence & due care 2 (Costs)
9. AI & objectivity
10. AI & confidentiality
11. AI & professional behaviour
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12. Using AI in marketing & social media
13. Using AI to respond to HMRC
14. Quality Assurance when using AI
Paul Wallace
Reinforced the importance of linking usage of AI with PCRT requirements. Having used specialist AI for some 30+ months, will investigate generative AI options to plug the gaps.
Karen Evans
Karen is a Chartered Accountant who has specialised in providing R&D tax relief advice since 2015. She has prepared many claims for a variety of qualifying businesses and says the most difficult aspect of this work is marrying up the clients’ understanding of what qualifies to HMRC specific definition and then presenting the claim in a concise yet informative manner.
Buy the Responsible Use of AI course for £295+VAT
Learn how make effective use of AI tools whilst maintaining your professional integrity. Your course includes:
- 15 video lessons and 55 assessment questions
- 2 verifiable CPD credits
- 12 months access to all the course materials.
Ready to take the course?
£295+VAT
12 months access to this training course for each user.
Oliver Parkes
I wasn’t fully sure on legislation surrounding AI, it’s great to have this clarified and my knowledge on responsible AI usage improved.
