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R&D Tax Credits Software for Accountancy Practices

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£75  per month +  £1,499  per claim report*

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Software + Expert Advice

Tax Cloud with the support of experienced R&D tax specialists helps you prepare accurate and compliant R&D tax credit claims on behalf of your clients.

* +VAT see pricing below for more information.



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Software + Expert Advice = Compliance




Software
  • Cloud-based 24/7 access for you and your client
  • Built-in user help & video tutorials
  • Unlimited users for your practice & clients
  • Simple, clean & intuitive experience
  • Full Xero integration
  • Timesheet Module
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+ Expert Advice
  • Unlimited support from technologists, costing & tax experts
  • Direct access to experts via telephone, email & live chat
  • Experts review, advise & comment at every step
  • Our team has a proven success rate spanning 20+ years
= Compliance
  • HMRC compliant R&D claim reports
  • Assurance that only qualifying projects, activities and costs are claimed
  • HMRC enquiry service at no additional fee
Watch the tax credits video

Our Step-by-Step Claim Process




1

Discovery Session (free of charge)


Our team will discuss your client's project and assess eligibility for R&D tax credits. We'll also provide a detailed demonstration of our platform, to you and your client.

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2

Project Assessment


Your client will enter details of their R&D projects. Our technical experts will review, discuss and approve qualifying projects.

3

Cost Allocation


Our costing specialists will ensure that all qualifying expenditure is claimed. Staff and supplier costs can be taken directly from Xero or entered manually. Costs are allocated to projects based on client data or by using our built in time sheet system.

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4

Technical Narrative


Create a robust technical description using our step-by-step process. Our expert technical writers will review all information to ensure compliance and provide personalised advice where needed.

5

Compliance Review


Our Specialist R&D Tax Team will carry out a detailed and thorough final review of the claim before approving the report.

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6

Report Download


Once approved, your detailed Claim Report and Costing Schedule are available for download.

Empowering you and your clients


Get everything you need in one place - easy-to-use software, simple learning guides, and a helping hand - to make R&D tax claims a breeze for your customers.




Benefits for your clients
  • Direct access to technologists and R&D tax experts
  • Centralised hub for all R&D claim information
  • Prepare time records to support every claim
  • Support throughout, from project discovery to dealing with HMRC.
Benefits for you
  • Certainty that your client is receiving the best possible advice
  • New or increased revenue streams
  • Automating a manual and time-consuming process
  • Centralising all R&D tax claims in one place

Affordable pricing for your practice



Service Details Price
All-inclusive monthly serviceUnlimited users, extensive software support, access to R&D experts £75/month + VAT. Min. 1 Year
Downloadable claim report Includes up to three R&D technical project write-ups £1,499 / report + VAT
Additional R&D technical project write up £250 per R&D Project
Handling of HMRC forms and enquiries Included
Optional Amended Company Tax Return £500 + VAT

Frequently asked questions


Yes, Tax Cloud can be used for both SME and Large (RDEC) R&D tax claims. Our specialist in-house R&D tax experts will work with your tax team to ensure the Corporation Tax Return is completed correctly.

Tax Cloud, with guidance and support from our technologists and R&D tax experts, will guide you and your client through every aspect of the claim process. Once the claim is approved by our experts, a robust claim report, including a detailed technical report and costing schedule, is available for download.

Our step by step platform guides you through the entire claim process, the output of which is a robust R&D tax credits claim report, including a detailed technical report and costing summary.

Yes, we are constantly developing Tax Cloud to adapt to any changes in the scheme to ensure your client’s claims remain robust, optimised, and compliant.

Tax Cloud R&D experts will handle all HMRC compliance checks, and this service is included at no additional fee.

At Tax Cloud, we prioritise the security and protection of our clients' sensitive data in full compliance with UK data protection laws. We have implemented robust security measures to ensure the confidentiality, integrity, and availability of the data entrusted to us. Here are some key security measures we have in place:

Encryption at Rest: All client data is encrypted when it is not actively being used. This means that even if the data is stored, it remains encrypted, providing an additional layer of protection.

Transport Layer Security (TLS): When client data is in transit, we utilise industry-accredited TLS 1.2+ security protocols. This ensures that data transmitted between our systems and clients' devices is encrypted and secure.

Redundancy and Backup: We employ various redundancy and backup storage tools, all of which are backed by Microsoft's service level agreements (SLAs).

Azure SQL Firewalls and Rules: Our virtualised SQL databases utilise Azure SQL firewalls and rules, providing an additional layer of protection against unauthorised access.

In addition to these measures, we adhere to Microsoft's best practices for data encryption, data protection, and infrastructure security. For a more detailed understanding of our approach to data security, please refer to our Privacy Policy, which can be found at https://www.taxcloud.co.uk/privacy-policy

For further insights into the security practices and standards followed by Microsoft, we recommend reviewing the following documents:

https://learn.microsoft.com/en-us/azure/security/fundamentals/data-encryption-best-practices

https://learn.microsoft.com/en-us/azure/security/fundamentals/protection-customer-data

https://learn.microsoft.com/en-us/azure/security/fundamentals/infrastructure-sql

We are committed to maintaining the highest standards of data security to safeguard our clients' information. If you have any specific concerns or further questions regarding our security measures, please don't hesitate to contact our dedicated support team via the contact form below.

Tax Cloud integrates with Xero, which allows you to bring payroll and supplier costs into the system in just a few clicks.

We have a dedicated customer support team, who can be contacted via phone, email or our live chat. Each claim is allocated a Technical Consultant as well as a Cost & Tax Associate, who will review every aspect of your claim, providing advice and guidance to ensure your client’s claim is compliant, robust and optimised.

We provide detailed training on our platform as part of the onboarding process. There is also extensive help available through every stage, including page overviews, contextual help and video tutorials. In addition, you can contact the team directly via the live chat facility, telephone or email if you require additional assistance.

From review with our partners, it typically takes 4-6 hours to enter all the required information into Tax Cloud.

Absolutely, you can add an unlimited number of users to your account and set which company they have access to. You can also limit access to just the technical sections so they have no visibility of payroll data or costs.

We do not provide a free trial. However, we are happy to provide detailed 1-2-1 demonstrations of our platform. Please click here to book a free demo.

To sign up, simply fill in the form on this page or click here to book a demo.

The Tax Cloud platform enables you to offer an R&D tax relief service. You will have direct access to the Tax Cloud team, which consists of leading technical, tax and costing experts. Ultimately Tax Cloud is designed to help you attract new clients, grow your practice and boost revenue.

You don’t need to know, as our technologists will either undertake a discovery session with your client or they can simply provide high-level project information directly onto the platform for our experts to review. The key is that the company must be undertaking development activities that seek to achieve an advancement in technology. The project must contain a level of technical uncertainty for a competent professional, so if your client has been through some ‘head-scratching’ moments to find a solution, that’s a good indication that they qualify for R&D tax relief. If you’re unsure, simply call us or ask your client to add the top-level project information to Tax Cloud. As a Tax Cloud partner, we are here to provide expert advice and guidance at no additional cost.

Sure, simply fill out our contact form and we’ll be in touch to discuss your specific requirements.

Want to know more?

Contact us through the form below and we'll call you back


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