Advisor and Practitioner Program
For professionals who prepare or review R&D claims. Country tracks add each country's legislation, forms and a worked example; cross-border work is covered throughout.
Register interest
Tell us which country you claim in and we will contact you when that edition opens.
Register interestEmail usWho it is for
- Accountants and tax advisors who prepare claims
- In-house tax teams in larger groups
- Reviewers who sign off claims
Modules
| No. | Module | Covers |
|---|---|---|
| 1 | Legislation and guidanceComing soon | The statutory definitions and official guidance in each country, and where they differ. |
| 2 | Eligibility analysisComing soon | Identifying projects and activities against the statutory definition, and documenting the decision not to claim a project. |
| 3 | Advanced calculationsComing soon | Rates, caps, elections, subcontracted and overseas costs, grants, and group and cross-border questions. |
| 4 | Technical interviewsComing soon | Getting the technical lead to describe uncertainty in their own words, and recording it as evidence. |
| 5 | Reports and narrativesComing soon | Writing descriptions that answer what each tax authority asks, and keeping numbers and narrative consistent. |
| 6 | Disputes and auditsComing soon | Responding to information requests, using the technical lead effectively, conceding weak points early and preserving the client relationship. |
| 7 | Ethics, integrity and fee arrangementsComing soon | Professional obligations, contingent fees, engagement letters and scope, and the claim integrity standards promoted by researchcreditintegrity.org. |
Country tracks
This program applies in all seven countries and links to each country guide for the forms and deadlines.
| Country | Scheme | Guide |
|---|---|---|
| United States | Research credit, IRC section 41 | United States guide |
| United Kingdom | Merged RDEC scheme and ERIS | United Kingdom guide |
| Ireland | R&D corporation tax credit | Ireland guide |
| Canada | SR&ED tax incentives | Canada guide |
| Australia | R&D Tax Incentive | Australia guide |
| New Zealand | R&D Tax Incentive | New Zealand guide |
| Singapore | Enterprise Innovation Scheme (EIS) | Singapore guide |
Educational content only, not tax advice. Program content is general information and training. See the disclaimer.