Operations

 

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

Quick Links