R&D tax credit eligibility checker form template
This five-step R&D tax credit form asks the company type, the sector, whether a technical problem was tackled and the development spend, followed by the contact details. You can clone this template into your Growform account and edit the sectors.
What the form asks, step by step
The questions mirror the first things an R&D tax credit advisor asks a new company. The form records the answers and your specialists decide whether a claim is worth exploring.
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Step 1: “What type of company is it?”
The company’s legal structure is the first thing a specialist wants to know.
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Step 2: “Which sector are you in?”
The sector tells you which of your specialists should review the inquiry.
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Step 3: “Did you try to solve a technical problem that had no easy answer?”
This plain-language question stands in for the technical definition of research and development.
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Step 4: “Roughly how much did you spend on development last year?”
Spend is given in £ bands, so no one needs the accounts to answer.
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Step 5: “Who should we speak to about your claim?”
Name, email and phone come last.
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After submitting
Once the form is sent, the company reads that a specialist will review the answers and respond.
Who it’s for
Accounting firms, R&D tax consultancies and B2B lead generation agencies can use this template to start conversations with companies that may have carried out qualifying work. It records the company type, the sector, whether the company tackled a technical problem and a band for development spend. The form does not calculate a claim value and it does not decide R&D tax credit eligibility. Your specialists review every submission and give their own opinion. Firms often call this page an R&D tax credit eligibility checker, and the copy around it should make clear that a person makes the assessment.
For general practice work, see the accounting services template.
Why this structure converts
- The questions use everyday language, so a director can answer without knowing the tax rules.
- Company type and sector are quick to answer and give the director an easy start.
- “Not sure” is available on the development question, which keeps uncertain companies in the form.
- Spend is asked fourth, after the director has already described the company and its work.
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Make it yours
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Add a staff numbers step
Add a step with bands for the number of employees after the company type, so your team sees the size of the business.
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Ask about previous claims
A step asking whether the company has claimed before helps your team separate first-time inquiries from companies changing advisor.
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Name the reviewer
Rewrite the closing message to say which team reviews the answers and how soon the company will hear back.
Send every lead where your team works
Frequently asked questions
Does this R&D tax credit eligibility checker decide who can claim?
No. It collects the answers and your specialists decide. The template contains no scoring, no calculation and no conditional logic.
Does the R&D tax credit form estimate the value of a claim?
No. The spend question uses broad bands and the form shows no figure. Any estimate should come from your advisors after a proper review.
Can I change the sectors?
Yes. The five sector buttons are editable, so you can list the industries your firm knows best.
Where do inquiries go?
Each one reaches your inbox by default, and Growform can also send it to Karbon, HubSpot, Pipedrive or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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