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    Frequently asked questions

    Clear answers before you move forward.

    Understand eligibility, the review process, specialist partner involvement, fees and the information a well-supported claim may require.

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    What businesses ask us.

    The answers explain the general position. Eligibility, treatment and engagement scope still require review.

    01

    Getting Started

    5 questions
    Am I eligible for tax relief?

    Eligibility depends on your activities, expenditure, business structure and the rules for each relief. An initial discussion helps identify what merits specialist review.

    What is the first step?

    Tell us about your business and the work or investment you would like to discuss. Reclaim Tax UK coordinates the assessment and explains the information needed before you decide whether to proceed.

    What should I bring to the discussion?

    A summary of your activities, relevant accounting periods and any recent company accounts or project records is a useful starting point. We can help you identify further information needed.

    Who will I work with?

    Reclaim Tax UK manages your relationship and coordinates the process from initial assessment through to completion. We work with multiple specialist delivery partners; appointed technical and tax professionals may undertake specialist elements of your claim.

    How long does the process take?

    Timing depends on complexity, the availability of records and HMRC processing. We discuss the stages with you and coordinate progress updates without promising a fixed turnaround.

    02

    R&D Tax Relief

    5 questions
    What activities may qualify?

    A project must seek an advance in science or technology through resolving scientific or technological uncertainty. Routine improvements, commercial innovation or simply developing a new product do not establish eligibility. Both successful and unsuccessful work may merit review.

    Which rules does the calculator use?

    For accounting periods beginning on or after 1 April 2024, the merged RDEC scheme provides a taxable gross expenditure credit of 20% for ordinary non-ring-fenced trades. The calculator illustrates that credit and, where a suitable Corporation Tax rate is selected, an indicative after-tax benefit. It does not assess eligibility or calculate a guaranteed payment.

    What costs should I review?

    Potential categories include staffing, eligible externally provided workers, eligible contracted-out R&D, software, consumables, data and cloud computing. Only qualifying costs can be claimed, with restrictions including overseas expenditure and contracting arrangements. Appointed specialists review the appropriate allocation.

    What if my company makes a loss?

    Qualifying loss-making R&D-intensive SMEs may be eligible for Enhanced R&D Intensive Support (ERIS), which has separate eligibility and calculation rules. We can coordinate an assessment; the calculator does not apply ERIS automatically.

    Can I claim for earlier accounting periods?

    Claim and notification deadlines must be checked for the relevant period and your claim history. Earlier periods may fall under different rules. Tell us the period dates promptly so the applicable requirements can be reviewed.

    03

    Other Tax Reliefs

    4 questions
    What are capital allowances?

    Capital allowances may let a business deduct qualifying capital expenditure when calculating taxable profits. The amount and timing depend on the assets, expenditure and applicable allowance; it is not a fixed proportion of property value.

    Can existing property expenditure be reviewed?

    Potentially. Ownership, purchase history, previous claims, fixtures rules and relevant elections or deadlines need review. Appointed professionals can assess the records and arrange a survey where needed.

    What is Patent Box relief?

    Eligible companies can elect to apply an effective 10% Corporation Tax rate to qualifying Patent Box profits. Qualifying rights, development activity and the calculation of relevant profits must be reviewed.

    What is Land Remediation Relief?

    Qualifying companies may be able to claim a total deduction of 150% for qualifying remediation expenditure. This is a deduction, not a cash repayment of the costs. Eligibility depends on the land, work and other conditions, including responsibility for the contamination.

    04

    Process & Support

    5 questions
    Can you work with my accountant?

    Yes. We coordinate with your accountant and the appointed specialists to organise information requests and agree preparation and submission responsibilities.

    How much work will I need to do?

    You will need to provide relevant records and input from people familiar with the activities. We help organise requests and explain what is needed, reducing the administration you need to navigate.

    Can HMRC enquire into a claim?

    HMRC may ask questions about a claim. Well-supported preparation matters, but submission or payment does not mean HMRC has approved the qualifying position.

    What enquiry support is available?

    If HMRC raises questions about work completed through Reclaim Tax UK, the support available will be explained as part of your engagement. Share correspondence promptly so we can coordinate the next steps within the agreed scope.

    What happens after submission?

    We remain your principal point of contact for progress and agreed follow-up. The tax treatment, payment steps and HMRC processing depend on your circumstances; a claim does not guarantee a cash payment.

    05

    How Our Fees Work

    3 questions
    How do your fees work?

    We work on a contingency basis, so our fee is linked to a successful outcome. The exact fee depends on the engagement and is agreed before any work begins.

    When is the fee payable?

    The engagement terms explain what the fee relates to, how a successful outcome is defined and when payment is due. You know the commercial terms before proceeding.

    What work is included?

    We agree the scope, fees and support arrangements with you before work begins. Ask us to explain anything you are unsure about before accepting the engagement.

    06

    Information & Records

    3 questions
    What records are needed?

    The records depend on the relief and accounting period. Company accounts, project descriptions, costs and evidence of the technical work are useful starting points. We coordinate requests for the information needed to support the claim.

    How should I share documents?

    We explain the document-sharing arrangements for your engagement. Please ask us about access, use and retention before sending sensitive information.

    Can you help if records are missing?

    We can help identify what records are available and what else is needed. Missing evidence can affect whether a claim can be supported.

    Still have a question?

    Discuss your business and the next steps in assessing the relevant position.