Thank you for completing our Eligibility Checker!

We can clearly see you are eligible for a potential R&D tax rebate!

The next step will be to complete the contract on the next page, which will authorise Plan it Tax Ltd to start an R&D tax relief claim on behalf of your company.
Once the contract is completed our Customer Service team will give you a call within 24 business hours to onboard you, and book you in for your technical call with one of our expert Research Analysts. Please note, the technical call will need to be held with an individual who has an in-depth knowledge of your internal processes and projects.
Following a successful technical call, you should expect to receive a few emails and additional calls that are required for us to obtain all the necessary information. We should then be able to submit your claim to HMRC within a few weeks of the technical call, in which case your benefit could be available to you within 28 days after submission.
Just to reassure you, there is no financial outlay on your part as we work on a success basis only.*
If you have any queries at this stage, please contact us today and we will be happy to help!

*subject to termination in accordance with the terms of the contract. 

Important Information

If you are the Director of the company or authorised to make decisions on behalf of the Director and would like us to investigate your entitlement to Research and Development Tax Relief, then please complete the details in the contract on the next page. By signing the contract, you hereby confirm that you are duly authorised to sign the contract on behalf of the company/organisation and that the terms and conditions shall be binding upon it.

Please note that upon completing and signing the contract you are hereby confirming that you have read and agree to the terms and conditions set out in the contract and agree that all information supplied to you is strictly confidential and is not to be divulged to any third party without the express permission of Plan it Tax Ltd.

By signing the contract, you authorise Plan it Tax Ltd to act as your R&D tax agent for the next five calendar years on a rolling contract for a fixed fee of 30% of your claim value. Please also note that as stated in the terms and conditions the contract shall come into existence on the date that it is signed.