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
- 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.
- 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.
- 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.