R&D Tax Templates

How to obtain your templates

Please enter your first name and work email address in the sign-up form to automatically receive an email with download links to the free templates.

We are happy to share the templates and forms our experts use.  We don't expect anything in return!

What R&D Tax Templates you will receive

To help you capture and record all eligible projects and activities, we're offering you two free essential resources:

  • Schedule of Qualifying Projects Template: Our spreadsheet template to help you and your team evaluate your projects
  • R&D Activities Boundary Diagram: A visual guide showing which activities you can claim within a project

What our clients say

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