Resources
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R&D Tax Relief Case Law
A summary of tribunal decisions and judicial reviews relating to R&D tax relief claims. Regularly updated.
Read moreEnquiry Letters – what to expect from different HMRC departments
Depending on the nature of the issue, different departments within HMRC can send letters to claimants.
Read moreThe importance of a clearly defined technological baseline in an R&D claim
Establishing a sound technological baseline heavily contributes to the strength of your claim.
Read moreUnravelling HMRC’s FIS Campaign – 18 Months On
Jonathan Yeomans, CEO and Founder of Avalon Tax, delves into the HMRC compliance team's recent fraud campaign
Read moreHow to handle an R&D enquiry
A complete guide to HMRC’s most common questions, and how to answer them in 2024. Inside you’ll discover
- 4 goals for your enquiry defence
- an overview of questions usually included in HMRC’s first round
- the reason why HMRC asks these questions
- guidance on how to answer the questions effectively.
Enquiries are challenging for R&D advisors right now – you’ll find all our essential advice in this guide, to help you make the best of your enquiry defence.
Latest Articles
An Insider’s Guide to R&D Tax Relief Enquiries in 2024
The landscape of R&D tax relief has changed, with HMRC taking a more aggressive approach. Let’s look at questions and tactics they may use.
Read moreA Beginner’s Guide to Claiming R&D Tax Relief
If you have questions about R&D claims, you’re in the right place. We break down everything you need to know in our beginner’s guide.
Read moreQuestions you might have about joining The R&D Community membership
If you have questions, we have answers. We are confident in the value offered by our services, and we’re sure you will be too.
Read moreSeptember 2024 Changes to the Additional Information Form
HMRC has changed some key details of the AIF - don't fall behind!
Read moreEverything you need to know about The R&D Community before you join
From an extra pair of hands, to in-depth training for your team, learn more about the breadth of services we offer at The R&D Community.
Read moreHow to talk to a client about whether an R&D claim is right for them
Navigating R&D claims can be tricky with new and existing clients alike. Follow this approach to keep things on the right track.
Read moreRecent Case Studies
Customer Stories – Adam Shakespeare at ISIS Tax
By tapping into the benefits offered as part of our membership, ISIS Tax transformed their approach, improving claim accuracy and...
Read moreCustomer Stories – Kevin Johnson at Panoptic Ledger Solutions Ltd
It’s no secret that HMRC have been clamping down on R&D tax relief in 2023, issuing more enquiries and penalties...
Read moreCustomer Stories – The Business Development Team at EmpowerRD
It’s very common, among bigger firms in the R&D advisory industry, to have a dedicated team who handle sales and...
Read moreCustomer Stories – Karen at TicTax
Chartered Accountant Karen Evans was among the first members of The R&D Community, way back in December 2021. Now, 18...
Read moreCustomer Stories – Paul & Vicky at R&D Consulting
Experienced advisors love being in The R&D Community - because it’s not just about the training courses! Read their story to find out more about the benefits they value most.
Read moreCustomer Stories – Stephen at Accountech
Stephen Gibbens is proud of the high-quality advisory services that he and his team offer to their clients. The company...
Read moreR&D Training Calendar
This tool will help you
- Break up the scheme’s key info into more manageable chunks that fit into a busy work schedule.
- Identify clear routes to get your new team members up to speed with the core concepts of R&D tax relief.
- Allocate relevant resources to each training session that will fulfil your team’s weekly goals.
We’ve also included 2 sample calendars. One prioritises internal resources and mentorship, and takes about 6 months to complete.
The other provides a fast track option using the training resources inside The R&D Community, and takes just 8 weeks to cover the same material.
Free Downloads
R&D Training Calendar
Use this Training Calendar to structure your team's learning and ensure that you cover the essential information about the five R&D schemes.
Read moreHow to handle an R&D enquiry
A complete guide to HMRC's most common enquiry questions in 2024 and how to answer them most effectively.
Read moreConsultation on Raising Standards in the Tax Advice Market
Our submission to the Spring 2024 HMRC Consultation on behalf of The R&D Community.
Read moreR&D Screening Template
Use this template to find new R&D tax relief prospects. Customise your own screening criteria to spot leads who are the perfect fit for your firm.
Read moreGood Marketing Checklist
This checklist will help you review your marketing materials to ensure you're attracting the right type of clients.
Read moreR&D Red Flag Checklist
Red flags lurk in your R&D claim documentation, just waiting to attract HMRC’s attention. Use this checklist to find them and fix them!
Read moreVideos
How to say no to clients
It's tricky to say no to clients; how can you let them down easy?
Read moreMaking sense of HMRC’s eligibility criteria for R&D claims
Get your R&D claims started well with clear and concise eligibility conversations with clients.
Read moreMy client’s just had an R&D claim rejected, what do I do now?
If your client has had their claim rejected, don't panic! You still have options.
Read moreHow can I improve our internal training and support our team
Our training courses are regularly updated to ensure they keep up with current guidance.
Read moreCan you help me with an R&D enquiry
Are you struggling with an HMRC compliance check? From free guides, to hands-on support, we're here to help.
Read moreWhat can we do to improve standards in the R&D tax relief industry
From official certification to better training, we're dedicated to improving standards.
Read moreAn Advisor's Essential Guide to the Merged R&D Scheme
Our free course will help you to:
- Understand the new Merged R&D Scheme and when to claim under it
- Work confidently with complex areas of the new scheme
- Update your processes with the new rules and requirements.
Preparing R&D claims
A Beginner’s Guide to Claiming R&D Tax Relief
If you have questions about R&D claims, you’re in the right place. We break down everything you need to know in our beginner’s guide.
Read moreR&D Eligibility Checklist
This is key to a successful R&D tax relief claim! Make sure your client knows the rules and find out if they have work that qualifies.
Read more3 steps to effective R&D eligibility screening conversations
Identifying eligible claims is a key skill of any advisor, but clients may not be so savvy. How can you keep your clients' claims consistent?
Read moreHow to review your portfolio for R&D tax clients
If you have decided to offer R&D services to your clients, getting the ball rolling can be difficult. Here's a step-by-step guide to getting started.
Read moreHow to talk to a client about a potential R&D claim
It can be tough to find the right way to talk to a client about R&D tax relief claims, but these tips will help keep you on track.
Read moreHow to prepare a claim for submission by your client’s accountant
Good working relationships between accountants and R&D advisors can produce great results for both parties (and their clients!)
Read moreWhy you should invest in R&D training AND R&D software
R&D software offerings often promise the world, but they still rely on knowledgeable users. What’s the best method to bolster your R&D services?
Read moreHow to defend an enquiry
How to handle an R&D enquiry
A complete guide to HMRC's most common enquiry questions in 2024 and how to answer them most effectively.
Read moreAn Insider’s Guide to R&D Tax Relief Enquiries in 2024
The landscape of R&D tax relief has changed, with HMRC taking a more aggressive approach. Let’s look at questions and tactics they may use.
Read moreHow to Prepare your Client for an Enquiry with HMRC
A 4-step guide to preparing your client for the process of an R&D enquiry and their role.
Read moreR&D Red Flag Checklist
Red flags lurk in your R&D claim documentation, just waiting to attract HMRC’s attention. Use this checklist to find them and fix them!
Read moreHow to avoid an R&D enquiry from HMRC
Handling an R&D enquiry is risky and time consuming. With HMRC issuing more and more enquiries, what can you do to avoid them?
Read moreThe Power of Connection: How Community Can Benefit R&D Advisors in 2023
HMRC’s approach to enquiries has some feeling isolated; find support in your industry peers.
Read more5 ways to take charge of your R&D tax relief enquiry
Has an HMRC enquiry caught you off guard? Our members have some essential tips for defending your claim.
Read moreRunning your R&D service
What are the best R&D courses for CPD?
Training for R&D tax relief can be difficult to find. What are the best resources available to get you comfortable with R&D tax claims?
Read moreHow to charge for your R&D service
With the services of R&D advisors in high demand, there are a variety of ways that you can charge for your services. Let’s break down your options.
Read moreHow to run an in-house R&D service
Get a clear overview of what you’ll need to do to add or expand an in-house R&D service, and the tools you’ll need to do it well.
Read moreThe Power of Connection: How Community Can Benefit R&D Advisors in 2023
HMRC’s approach to enquiries has some feeling isolated; find support in your industry peers.
Read moreHow to get good press for R&D tax relief
From articles in the Times, to House of Lords hearings, R&D tax relief has an image problem. How can you showcase your ethical practice?
Read more5 things that successful accountancy firms do when bringing R&D in-house
Looking to bring your R&D services in-house? Learn from the successes of the best R&D services with these five tips.
Read moreA Guide to Support and Training for R&D Tax Relief Advisors
An overview of training and support options - and where to find them.
Read moreWhen should your accountancy firm bring R&D services in-house?
Incorporating R&D services could be a valuable new revenue stream. Make the process hassle free with these key considerations.
Read moreFree CPD for R&D tax relief advisors
CPD courses for R&D tax relief can be difficult to find. We've put together a list of some of the best free courses, webinars, and other resources to get you started.
Read moreHow well do you know R&D tax relief?
Compare yourself to an industry expert.
We reckon most experienced R&D advisors could score 5 or 6 out of 6 in our quiz – how will you score?