Our AI-powered platform guides you through every step of the R&D tax relief process, from project identification to accountant-ready submissions. With real-time validation and compliance scoring, we help ensure your claim meets HMRC standards while maximizing your legitimate relief.
Everything you need to prepare professional, compliant R&D tax relief claims
Our intelligent AI system helps identify qualifying R&D projects you might have missed, including failed projects and process improvements, with real-time validation against HMRC criteria.
Generate all required documentation including Additional Information Forms (AIF) and technical reports that meet HMRC standards, with built-in compliance validation.
Automatically calculate qualifying costs with built-in validation for staff time, consumables, software, and subcontractor expenses, ensuring nothing is missed.
Log and manage all your R&D activities in one place throughout the year. Avoid the year-end rush and ensure every qualifying project is captured with full supporting evidence.
Generate professional packages ready for your accountant to review and submit, saving time and ensuring nothing is missed while reducing enquiry risk.
Reduce preparation time from weeks to hours with automated cost allocation, project summaries, and document generation, all validated in real-time.
A simple 4-step process from project identification to accountant handover, with AI-powered validation at every stage
Use TaxWorkz's smart questionnaire system to identify potential R&D projects from the last two years, including overlooked activities and failed projects, with real-time AI validation. Log activities as they happen for complete, real time records.
For each qualifying project, TaxWorkz guides you through capturing detailed technical information required by HMRC, with AI validation ensuring compliance at every step.
TaxWorkz accurately calculates and allocates qualifying costs across projects with built-in validation for PAYE caps, overseas restrictions, and scheme limitations, ensuring maximum legitimate relief.
TaxWorkz generates a comprehensive submission package for your accountant including AIF preparation, technical reports, and all supporting documentation, ready for professional review.
Our AI-powered questionnaire system helps you uncover qualifying R&D projects you might have overlooked, with real-time validation against HMRC criteria.
Using targeted questions about technical challenges, uncertainties, and systematic approaches, TaxWorkz helps identify projects that meet HMRC's criteria for scientific or technological advancement, with AI validation ensuring compliance throughout the process.
TaxWorkz AI validates each response in real-time
Stay ahead of the latest R&D tax relief changes with TaxWorkz's built-in compliance features and automated validations, reducing HMRC enquiry risk.
TaxWorkz automatically determines the correct scheme based on company size, accounting period, and R&D intensity calculations.
Built-in validation for overseas expenditure rules and UK payroll requirements for EPWs and subcontractors, ensuring compliance.
TaxWorkz automatically calculates payable credit limits with carry-forward tracking for excess amounts, maximizing your legitimate relief.
Monitor the 30% R&D intensity threshold for ERIS eligibility with real-time calculations and alerts.
Time Saved
Vs manual preparationMore Projects
Discovered on averageGenerate professional packages that accountants love to work with, complete with AI-validated documentation and compliance checks
Pre-populated with project summaries and expenditure breakdowns, AI-validated for compliance
Detailed documentation for highest expenditure projects with technical uncertainty mapping
Accurate apportionments with compliance checks and risk mitigation features
HMRC-compliant documentation ready for final review, with AI-powered validation
TaxWorkz generates a comprehensive package that provides your accountant with all the technical and financial details needed to complete your R&D tax relief claim efficiently, with built-in compliance validation reducing enquiry risk.
The accountant can then focus on final scheme determination, rate calculations, and official submissions while confident that all underlying documentation meets HMRC standards and has been validated by TaxWorkz's AI system.
Join hundreds of UK businesses claiming R&D Tax Relief. With TaxWorkz, we help you identify, document, and claim legitimate R&D tax relief with ease.