Start by creating the organization you are preparing a claim for. Each client has its own claims, projects, evidence, contacts, and deadlines inside your firm workspace.
Create the client
- Open Clients and choose Add client.
- Enter the legal name and the information you have today. You can complete the remaining profile later.
- Open the client and create a claim for the relevant tax year.
Build the claim in stages
Add one project for each distinct technological investigation, then connect evidence and hours to the project they support. Review the eligibility assessment and narrative drafts before entering the final financial values.
The claim workspace shows what is complete and what still needs attention. When the technical and financial sections are ready, use the export stage to generate the forms and audit binder for review.