Solutions
Everything between innovation and incentive.
R&D tax credits reward work your teams have already done. Certainti’s services cover everything between that work and the credit it earns — identifying what qualifies, quantifying what it cost, building the evidence behind it, and standing beside you when the authority asks.
The problem isn’t the credit. It’s the process.
Qualifying work goes unseen.
Most R&D is never identified. It sits in sprint logs, lab notebooks and timesheets, labelled as engineering — and nobody is looking for it until the year is over.
Claims cost too much.
The traditional process asks your busiest people to reconstruct a year of work from memory, through questionnaires, interviews and document hunts.
Evidence doesn’t hold up.
Authorities now expect contemporaneous records at business-component level. A claim rebuilt at year-end is built on recollection — and recollection is what gets challenged.
Our Process
Understanding Tax Laws
Every R&D incentive is written differently — what qualifies, what it’s worth, when it’s due, and what the reviewer expects to see. Our specialists track those rules jurisdiction by jurisdiction, so your claim is built to the test that will actually be applied to it, not a generic one.
What’s included
- Jurisdiction-specific eligibility criteria applied from day one (US four-part test, SR&ED, UK merged scheme, and more)
- Monitoring of legislative and guidance changes, with the impact on your claim flagged before filing
- State, provincial and regional incentives assessed alongside the national credit
- Plain-English briefings for your finance and tax teams on what’s changed and why it matters
Assessment & Eligibility
Before anyone documents anything, you get a clear read on what qualifies and what doesn’t. We assess every project in your portfolio — not a sample — so the claim is complete, and nothing is included that can’t be defended.
What’s included
- Full-population review of every project and activity, scored against the jurisdiction’s test
- Identification of qualifying work hiding in engineering, product and operations
- A written eligibility position per project, with the reasoning
- Early flag of weak or borderline items so they’re strengthened or excluded before they become a risk
Documentation & Compliance
Authorities increasingly expect evidence created at the time the work happened. We build the technical and financial record continuously through the year, from the systems you already use, so the claim rests on contemporaneous documentation rather than year-end memory.
What’s included
- Technical narratives per project, written to the authority’s own framework
- Evidence captured from project tools, timesheets and documents as the work happens
- Business-component and project-level detail (Form 6765 Section G, T661 project descriptions, HMRC
- Additional Information Form)
- A complete, audit-ready claim dossier with every statement traceable to its source
Calculation & Claim Preparation
Qualifying activity only has value once it’s costed correctly. We quantify eligible expenditure line by line, apply the right rates and caps, and prepare every form the jurisdiction requires — so what’s filed is precise, defensible and complete.
What’s included
- Qualified expenditure identification and cost allocation by project
- Calculation of the credit under the applicable method, with alternatives modelled where they exist
- Jurisdiction-specific forms prepared and reconciled to the financials
- A calculation workbook you can hand straight to an auditor
Maximizing Credits
The goal is the full credit you’re entitled to, not an inflated one. Because we review everything and understand every regime, we find what others miss, and we know where the line is.
What’s included
- Multi-year look-back for unclaimed or under-claimed prior periods
- Cross-jurisdiction optimisation where work spans more than one entity or country
- Stacking of federal, state/provincial and sector-specific incentives
- An explicit “not claimed, and why” list so you can see the judgement calls
Audit & Authority Response
A claim is only worth making if it holds. When the authority asks questions, we answer them — directly, with the evidence already assembled — and we stand behind every position we’ve taken.
What’s included
- Direct representation through reviews, enquiries and examinations
- Responses prepared from the claim dossier, not reconstructed under pressure
- Preparation of your technical and finance staff ahead of any interview
- Post-submission support until the credit is received
Client Education
The best claim is the one your team understands. We make sure your engineers, finance and tax people know what qualifies, what evidence matters, and how to capture it as they go — so every year is easier than the last.
What’s included
- Onboarding sessions for technical and finance teams on what counts as R&D in your jurisdiction
- Guidance on capturing evidence inside your existing tools and workflows
- Annual debrief: what was claimed, what was challenged, what to change
- Ongoing access to your Certainti consultant for questions between filings
The Result
Capture more. Do less. Defend better.
Capture more.
Every project assessed, not a sample. The platform reads your systems all year and surfaces work your team would never have flagged. Clients typically recover 20–30% more credit — and a lower effective tax rate with it.
Do less.
The evidence is captured as the work happens, so there’s no year-end reconstruction. Around 95% less of your engineers’ and finance team’s time.
Defend better.
Every figure traces to a source record, every AI determination is checked by a consultant who has defended claims, and we represent you if the authority asks.
On the Roadmap
Beyond R&D: more incentives, one platform.
Film & Media Incentives
Clean Energy Credits
Workforce & Capital Credits
Government Grants Recovery
Not sure which incentive applies to you?
Never claimed, claiming already, or in the middle of a review — tell us where you are and we’ll tell you what we’d do differently.