How this checklist can help you

We’ve provided this checklist to help you

  • Structure your conversations with potential R&D clients
  • Understand which parts of your clients’ projects qualify for R&D tax relief
  • Explain to your clients why work is or isn’t eligible.

It’s short and simple, and easy to print, so you can take the list into client meetings with you as a handy reference.

Using it consistently will make you much more confident when talking to clients about their eligibility. This in turn will result in happier clients and more accurate claims.