Completing a claim
Filling out the AIF
All claims submitted to HMRC are required to be accompanied by an Additional Information Form (AIF) - this can be accessed through HMRC's website. To fill out the form, you need information about the projects undertaken during the claim period, and ...
Downloading a claim
You can download your report from the WhisperClaims system in either fixed Adobe™ PDF file or editable Microsoft™ Word format; if you choose the latter you can edit the report into your own format and add content as you see fit. For example, you can ...
Paying for a claim review
Once the WhisperClaims system has gathered all the information it needs, you can purchase and download your report. If at this stage you have any concerns about the claim or would like a second-opinion, you can opt to request and pay for a claim ...
Pay for a claim
Once the WhisperClaims system has gathered all the information it needs, it shows you the client’s approximate expenditure. This allows you to gauge the value of the opportunity – if the opportunity is too small, there is no obligation to proceed. If ...
Finalising a claim
Once you have entered and reviewed all of the claim information, report generation could not be simpler – all you have to do is finalise the Claim, which locks down the answers and enables the WhisperClaims system to accurately produce the report. To ...
Understanding your risk assessment
When the Review button appears, next to the Back button, you and your client have finished entering all the information for the claim. Clicking the Review button displays a summary of the claim, from which you can double-check that the figures are ...
Reviewing a claim
When the Review button appears, next to the Back button, you and your client have finished entering all the information for the claim. Clicking the Review button displays a summary of the claim, from which you can double-check that the figures are ...
Uploading .csv files of R&D costs
To upload a .csv file of staff, EPW or subcontractor costs to a claim, you must be logged into the WhisperClaims system using either: The user to which the client is allocated, or An account that has access to view All clients & claims If you need to ...
Project descriptions
HMRC require all claims to be accompanied by an Additional information form, containing detailed descriptions of a selection of the projects. The purpose of this is give HMRC a deeper understanding of the types of R&D activities undertaken during the ...
Flagging a question
The WhisperClaims app gives you the ability to flag any question within the claim form as needing further attention. This could be used to communicate with collaborators, indicate where the answer is uncertain, or indicate answers that need more ...
Adding notes to a claim
The WhisperClaims app gives you the ability to add notes to any question within the claim form. This could be used to communicate with collaborators, explain the answers given, or mark questions that need more thought. To add a note to a question, ...
Working through a claim
WhisperClaims questions change dynamically depending on the information provided. You and your client do not have to answer unnecessary questions, and the system goes into more detail only as and when that is appropriate. Questions are multiple ...