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  • TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP

    • Discuss current Record-Keeping
    • Understand records information flow
    • Documentation applicable to each sector
    • Discuss 6-steps to improve Record-Keeping
    • Feedback on potential claim improvement

    RECORDS WORKSHOP AND GAP ANALYSIS REPORT

    • Review Product Strategy Records
    • Review Project Planning Records
    • Review Eligibility Criteria Records
    • Review Experiment Planning/Results
    • Review previous Claims
    • Review Core Activity cost tracking
    • Review Supporting cost tracking
    • Provide a Gap Analysis Report
    • R&D Tax Information Session.

    R&D TAX TEMPLATE USER MANUAL

    • How to use the templates
    • How to conduct R&D Review Meetings
    • How to use the R&D Dashboard

    6-STEP R&D TAX PROCESS FRAMEWORK

    • Framework eBook provided
    • R&D Tax Implementation Checklist

    EASY TO USE TEMPLATES

    • All Templates contain detailed instructions for completing them
    • References to online resources

    ESSENTIAL TEMPLATES

    • 5 core templates are provided that support the R&D Systematic Progression.
    • An R&D methodology is provided in the Template User Manual on how to manage your R&D.
    • Additional templates are provided to facilitate customisation for your specific needs.

    OPTIONAL COACHING & ASSISTANCE

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    Online Courses

    Get Documentation Right Course

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