ScienceTree is extensively qualified in Process Review as well as the traditional Project Review based SR&ED claims preparation and audits. ScienceTree offers three types of SR&ED claims management services: Claim Improvement, Basic Claims, and Automated Claims Services.
Claims Improvement Services
ScienceTree will scope your recent and current claims and work with your existing SR&ED team to improve your claim.
- Scope your investment portfolio for additional claim opportunities
- Science: Review of your Technical Project Descriptions
- Science: Preparation of Technical Project Descriptions
- Science: Improve the Structuring of your Claim
- Finance: Review claimed expenditures & identify opportunities
- Intellectual Property: Review your right to claim
- Filing Preparation and Support
- Audit Support: Defense of Claims under Project Review
- Forecasting & Tracking Tax Credits
- Accounting Support & Reporting
Basic Claims Services
Basic Claims Services are provided within the context of your existing manual claims preparation process and Project Review based audits:
- Scoping Candidate Projects
- Science: Preparation of Technical Project Descriptions
- Science: Claim Structuring
- Finance: Determining allowable claims
- Intellectual Property: Establishing Right to Claim
- Filing Preparation and Support
- Audit Support: Defense of Claims under Project Review
- Forecasting & Tracking Tax Credits
- Accounting Support & Reporting
Automated Claims Services
ScienceTree is extensively qualified in Process Review based SR&ED claims preparation and audit.
- Semi-automated Scoping of Candidate Projects
- Science: Survey based semi-automated project qualification
- Science: Software assisted Claim Structuring
- Finance: Semi-automated allowable claims determination
- Intellectual Property: Semi-automated Intellectual Property Rights (IPR) assessment
- Semi-automated Filing Preparation and Support
- Audit Support: Defense of Claims under Process Review
- Forecasting & Tracking Tax Credits
- Accounting Support & Reporting
Training and Support
ScienceTree will train your staff to an appropriate level of SR&ED awareness depending on their SR&ED responsibilities. We provide our clients with access to our SR&ED experts and we support your staff in respect of mandatory R&D reporting.
- User & Technical Support
- Training
- Regulatory Reporting
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