A Guide to Eligibility in Software
About the course
Description
After taking this course, you’ll be able to distinguish between companies with eligible projects, and those which shouldn’t be claiming.
Identifying eligibility in software systems is notoriously difficult. Technology changes very quickly, and clients often blur the line between what is commercially new and technologically new. You need to be absolutely certain on where and how to draw those lines – that’s what you’ll learn from this course.
This certainty will give you more confidence when talking to software clients, and help you to build stronger, more defensible claims. You’ll reduce the risk of an R&D enquiry, and strengthen the trust with your clients.
Course Outline
Part 1
- What makes software claims so tricky to handle
- Software-specific terms and concepts
- How HMRC generally views software claims
- How the guidance applies to software claims
Part 2
- Practical methods to efficiently determine eligibility of software claims
- Different types of software claims
- 11 scenario-based examples of software claims
- Key red flags to look out for in software claims
Jonathon Yeomans
It’s an incredibly useful addition to our internal R&D training programme, accessible 24/7, which helps to consolidate R&D learning by testing the candidate’s knowledge on all aspects of the scheme as they progress.
It’s also a valuable additional to our “belt and braces” approach of ensuring that all our customer-facing staff have the deepest knowledge of the R&D tax scheme possible.
Lisa Donald
Would highly recommend to everyone working in R&D no matter your role. Being on the commercial side of things it is imperative that you know who you are selling to and what qualifies. Businesses you are selling to, and work for, are at risk if you do not understand the fundamentals.
What does this course cover?
The course is structured as a series of short videos, with a brief quiz after each one, to test your knowledge.
Ready to take the course?
Meet Your Instructor
Richard has worked in R&D consultancy in one form or another for more than a decade. He has founded three very different but complementary R&D companies, built and trained a large R&D team, prepared hundreds of claims, and defended dozens of enquiries.
Since 2008 Richard has progressed through the R&D industry, moving from being an active participant in the claims process towards a training, mentoring, and support role for others. He is passionate about helping people and sharing his knowledge and experience.
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