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Resources

Reference material on R&D tax credit fees and claim rules, including a glossary, a dated timeline, a model fee disclosure statement and a reading list.

Illustration: research documents with numbered references.

This section collects the reference material behind the rest of the site. The glossary explains the terms used in the fee debate and in the R&D claim rules of the five countries we cover. The fee regulation timeline lists dated milestones in fee rules, preparer rules and claim requirements, each linked to its official source. The model fee disclosure statement is an illustrative template showing what a full fee disclosure in an engagement letter could cover. The reading list points to official reports, guidance and academic work that we have checked.

There are also short pages for journalists and for businesses, an explanation of how this site relates to the other sites Swanson Reed publishes, and information on how to follow new research and legislative tracker updates.

In this section

  • Reference

    Glossary

    Plain definitions of the terms used in the R&D tax credit fee debate and in the claim rules of the five countries this site covers.

    12 min read

    12 min read

  • Reference

    Fee regulation timeline

    Dated milestones in adviser fee rules, preparer rules and R&D claim requirements, each linked to the official source.

    5 min read

    5 min read

  • Template

    Model fee disclosure statement

    An illustrative template of the fee disclosure an R&D tax credit engagement letter could include, covering the fee basis, what happens if a claim is reduced, audit support and who prepared the claim.

    5 min read

    5 min read

  • Reference

    Reading list

    Official reports, guidance, legal texts and academic work on R&D tax credits, claim rules and adviser fees, with links to each source.

    4 min read

    4 min read

  • Content

    For journalists

    Key sourced facts on success fees in federal R&D tax credit claims, Swanson Reed's position in brief, who publishes this site, and how to reach us.

    5 min read

    5 min read

  • Content

    For businesses

    Plain-language questions a business can ask an R&D tax adviser about fees before signing, and where to find practical guidance.

    3 min read

    3 min read

  • Content

    Related sites

    The two other sites linked from the Research Credit Integrity Alliance, SwansonReed.com and KnowYourFees.org, and what you will find on each.

    2 min read

    2 min read

  • Form

    Following updates

    How to track new research, policy briefs and legislative tracker entries.

    1 min read

    1 min read

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