Template Packs
Showing all 4 results
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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
PERFECT COMPLIMENT TO A TEMPLATE PACK
- Add to your Template to learn how to optimise your R&D Processes
- Add before or after your template purchase
Explore Online Training Options
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R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
ABUNDANT RESOURCES
- Confirm eligibility, correct wording and completeness of evidence with our checklists and examples.
- RDTI Customer Portal Guide will help you locate all necessary records and details, quickly and easily complete and submit your claim.
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.
Note: We recommend the Diagnostic Workshop prior to using the Template Pack
Coaching & Support are available, explore more options.
-
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
- How to tailor the R&D Manual
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
ABUNDANT RESOURCES
- Confirm eligibility, correct wording and completeness of evidence with our checklists and examples.
- RDTI Customer Portal Guide will help you locate all necessary records and details, quickly and easily complete and submit your claim.
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.
ADDITIONAL TEMPLATES
- Advanced templates are provided for larger teams.
- An R&D Management Dashboard and R&D Process Manual Template facilitate achieving consistency within larger teams and between project teams.
Note: We recommend the Diagnostic Workshop prior to using the Template Pack
Coaching & Support are available, explore more options.
-
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
Explore Online Training Options