Eligibility tools
Test your position before you commit to a claim
Indicative tools that use the same logic our specialists apply in scoping. They are a starting point, not tax advice.
R&D Eligibility Checker
Answer eight questions about your work and get an indicative read on whether it meets the four-part test.
Open tool →Tax Credit Qualification Wizard
Walk through entity type, state, payroll and spending to see which federal and state routes are likely open to you.
Open tool →Eligibility & documentation checklists
Two working checklists: what makes a business eligible, and what evidence a claim needs to survive examination.
Open tool →Find out what your research actually qualifies for
A scoping conversation takes thirty minutes and costs nothing. You leave with a view on eligibility, likely credit range and the documentation you would need.