Free R&D Project Capture Spreadsheet


With over two decades of experience in R&D tax claims, we've heard one question more than any other:

"Do I have qualifying projects and activities?"

The answer lies in a deep dive into your projects and activities. We need to determine if they represent an advancement in science or technology, in terms of knowledge and capability.

Get Your Free R&D Assessment Tools

To help you navigate this complex question, we're offering you two free essential resources:

  1. Schedule of Qualifying Projects Template Our proprietary template to help you evaluate your projects
  2. R&D Activities Boundary Diagram A visual guide showing which activities you can claim within a project

These free resources will help you:

  • Determine if your project(s) qualify for R&D tax credits
  • Identify the advancements in science or technology within your project(s)
  • Understand the boundaries of claimable R&D activities

How It Works

  1. Fill out the form on this page
  2. Receive your free assessment resources
  3. Work through the resources with your team
  4. Determine if your projects qualify for R&D tax credits
  5. Get in touch if you need any help

Don't miss out on R&D tax credits. Use our free assessment tools to quickly and easily identify your qualifying projects & activities today.

What our clients say

Next steps: Complete the form below to receive your free resources

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