An engagement letter for research and development tax relief claims under the merged scheme and ERIS, with claim notification, the additional information form, eligibility evidence and fee options.
Accountancy practice – client documents
Engagement Letter – R&D Tax Relief Claims
About this document
A covering letter and schedules for preparing a company’s R&D tax relief claim: reviewing eligibility against the government guidelines, notifying HMRC where required, preparing the additional information form and technical report, calculating relief and making the claim in the company tax return.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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