By conducting claim assessments, tax relief consulting is elevated from a mere writing exercise to a thorough audit-like review, thereby increasing the quality and credibility of claims.
Assessments conducted through published standards like the GRDF 2.0 Toolkit are strong and audit-proof, as they directly align claims with regulations and methodically demonstrate how claims meet regulatory criteria, reducing ambiguity and the risk of challenge.
Clear-structured and evidence-based technical assessments will help HMRC officers (often tax professionals) in their own assessment process.
Grantica’s claim assessments are certified by licensed professionals in an Assessment Report.
This will stand strong as proof of the claim’s validity.
We go beyond advising clients on their claim, we take a position.
Grantica has issued the GRDF 2.0 Toolkit that provides a systematic assessment methodology to standardise the evaluation of UK R&D tax relief claims. The GRDF Toolkit consists of three distinct but interlinked components:
GRDF 2.0: the Grantica R&D Framework 2.0 outlines the eight-step assessment process that underpins GRDF. Each step represents a key phase in the preparation and assessment of an R&D tax relief claim on behalf of a claimant company, from gathering information through to submission.
Guidelines on the Application of the GRDF Toolkit: the GRDF Guidelines provide practical guidance on how to use the GRDF Toolkit, including the scope of the GRDF Toolkit, prerequisites for its application, and instructions for using the GRDF Assessment Methodology effectively and consistently when evaluating R&D tax relief claims.
GRDF 2.0 Assessment Methodology: the GRDF Assessment Methodology contains a structured set of assessment questions aligned to each of the eight GRDF 2.0 steps, with each step led by the appropriate expert (Technical, Financial/Tax, or Compliance/Audit) to ensure thorough scrutiny of all claim components. This detailed methodology supports a consistent, evidence-based evaluation of R&D tax relief claims and forms the basis of the assessor’s review.
Download the GRDF 2.0 Toolkit
After completing the GRDF Assessment Methodology, Grantica issues a Certified R&D Assessment Report, certifying the outcome of the assessment.
The Assessment Report is added to claimant’s standard claim documentation.
This sample report is designed as an educational tool, illustrating the practical application of the GRDF Assessment Methodology through a fictional case study.
ARR Investment Partners’ founder & CEO, Christian Putz, came to Grantica looking for a partner to securely claim funding to support business growth.
Following a discovery phase where technical domain experts examined our project activities, Grantica compiled our claim, took it through their assessment framework GRDF, and issued their certified Assessment Report to accompany our claim.
Our product represents something genuinely new in the tax relief space, not just another checklist, but a full assessment methodology. The result is our certified Assessment Report that functions in spirit like an ISO certificate: evidence-based, independently reviewed, and defensible.
Our certified Assessment Reports serve as a third-party evaluation of a claimant’s qualifying activities and associated expenditures. We are shifting traditional tax relief claims from a narrative exercise, and a ‘self-assessment’ submission, to an external assessment like audited accounts.
Our report provides a documentation framework that aligns with regulations and HMRC requirements, functioning as a pre-assessment that guides HMRC through their own, streamlining the claim acceptance process.
Our assessment helps identify and rectify potential issues in tax relief claims before submission, reducing the risk of HMRC enquiries, disputes, or penalties, and assures tax authorities that the tax relief claims are legitimate and substantiated.
Our report provides a structured and comprehensive record of qualifying activities and expenditures, facilitating future claims and internal stakeholder reviews, and demonstrating claimant’s sound financial management.
Our report is an official part of the claim submission documentation, is certified by professionals under their own professional licence, reassuring that we stand by the integrity of our report in the event of any HMRC enquiry.
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