Resources
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Do I need to prenotify my R&D tax claim?
We've created a guide to R&D tax claim prenotification, including a calculator to help identify which claims need prenotification
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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.
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Enquiry Letters – what to expect from different HMRC departments
Depending on the nature of the issue, different departments within HMRC can send letters to claimants.
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The 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.
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Unravelling 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
Raising Professional Standards with Certification in R&D Tax Relief
Paul Wallace writes about his experience joining the first cohort of the Certification in R&D Tax relief.
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3 types of R&D advisors who NEED to get certified
There are a few specific groups of advisors who may find a professional certification especially valuable.
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Key Terms and Definitions in R&D Tax Relief: Understanding HMRC’s Guidance
A sound understanding of HMRC’s guidance is a powerful tool. Here are some key considerations.
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4 things most experts get wrong about R&D tax relief
R&D may in fact be the most complex form of UK corporation tax relief. It's no surprise that even experts still make mistakes.
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The Power of Connection: How Community Can Benefit R&D Advisors
HMRC’s approach to enquiries has some feeling isolated; find support in your industry peers.
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Expert support for R&D tax relief enquiries
Our team is on hand for enquiry support, claim checks, and more. Learn more about R&D claim support.
Read moreRecent Case Studies
Sedulo’s path to R&D claim preparation best practice with The R&D Community
The whole R&D team at Sedulo have been enthusiastic members of The R&D Community since September 2024. They now work...
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Approved Tax boost client confidence and reduce enquiries with The R&D Community membership
Positive client relationships are at the heart of running a successful R& D service – a service like Approved Tax....
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Training and Support in R&D Tax Relief: How Minerva Innovation Group Raised Their Game
Meet Minerva Innovation Group, an advisory firm specialising in R&D tax relief. They aim to help their clients navigate the...
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Acute Business Advisory discover the far-reaching benefits of The R&D Community Membership
Since 2021, Acute Business Advisory have provided a variety of services to small businesses, including preparing R&D claims. As a...
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R&D Specialists increase claim quality and compliance through The R&D Community membership
Research & Development Specialists (RDS, part of the BSE Group) is a leading R&D tax relief consultancy based in the...
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How ISIS Tax streamlined R&D claim preparation and improved compliance by adopting new processes
By tapping into the benefits offered as part of our membership, ISIS Tax transformed their approach, improving claim accuracy and...
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
Prospectus for Certification in R&D
A complete overview of everything included in the Certification for R&D Tax Relief.
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R&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!
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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.
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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.
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R&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.
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R&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 moreVideos
How to say no to clients
It's tricky to say no to clients; how can you let them down easy?
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Making 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.
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My 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.
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How can I improve our internal training and support our team
Our training courses are regularly updated to ensure they keep up with current guidance.
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Can 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.
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What 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.
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R&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.
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3 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?
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How 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.
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How 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.
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How 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!)
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Why 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.
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An Insider’s Guide to R&D Tax Relief Enquiries in 2025
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.
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How 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.
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R&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!
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How 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?
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The Power of Connection: How Community Can Benefit R&D Advisors
HMRC’s approach to enquiries has some feeling isolated; find support in your industry peers.
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5 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?
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How 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.
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How 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.
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The Power of Connection: How Community Can Benefit R&D Advisors
HMRC’s approach to enquiries has some feeling isolated; find support in your industry peers.
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How 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?
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5 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.
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A Guide to Support and Training for R&D Tax Relief Advisors
An overview of training and support options - and where to find them.
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When 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.
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Free 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?
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