Guides
R&D incentive guides
Written by Maya, Index Voice at The Credit Index. maya@creditindex.org
United States
Open decide · United StatesHow to estimate
How to estimate the US R&D tax creditA practical walkthrough of estimating the US research credit: qualified research expenses, base amount concepts, and how to move from an illustrative figure to an adviser shortlist.
Who to hire
Who to hire for US R&D tax credit workHow CFOs shortlist US R&D tax advisers: practice evidence, documentation posture, fee clarity, and why Index Verified is a review badge rather than a regulator endorsement.
Documentation mistakes
Common US R&D credit documentation mistakesFrequent substantiation gaps that weaken US research credit positions: missing uncertainty, wage nexus gaps, contractor classification, and after-the-fact narratives.
United Kingdom
Open decide · United KingdomHow to estimate
How to estimate UK R&D tax reliefHow UK companies frame an R&D relief estimate: qualifying activities, expenditure categories, and moving from an illustrative figure to HMRC-aware adviser support.
Who to hire
Who to hire for UK R&D tax reliefShortlisting UK R&D tax advisers: technical interviewing strength, HMRC correspondence posture, fee transparency, and Index Verified listings.
Documentation mistakes
Common UK R&D relief documentation mistakesDocumentation gaps that weaken UK R&D claims: weak advance statements, unclear boundaries vs routine work, thin contractor evidence, and late reconstructions.
Canada
Open decide · CanadaHow to estimate
How to estimate SR&ED benefits in CanadaA CFO-oriented guide to estimating SR&ED: experimental development framing, expenditure categories, and moving from an Index illustration to CRA-aware support.
Who to hire
Who to hire for SR&ED claimsHow Canadian companies shortlist SR&ED advisers: technical interview depth, CRA review posture, fee models, and Index Verified directory listings.
Documentation mistakes
Common SR&ED documentation mistakesFrequent SR&ED evidence gaps: missing technological uncertainty, weak contemporaneous records, over-claimed routine work, and contractor support that does not match the narrative.