This tool has replaced our older ‘Portfolio Review Template’. The new screening template has an expanded list of criteria and is designed for use by anyone working on R&D tax relief claims.

How to use the template

  1. Make sure you’ve read our article on How to screen prospects for R&D tax relief claims
  2. Set your priorities on the spreadsheet cover page.
  3. Categorise your contacts.
  4. Get an immediate list of which prospects to approach first.

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