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PwCR&D QualifierAI-driven platform for R&D incentivesRequest a demo

A better delivery modelfor R&D qualification.

Qualify more R&D, with less manual work. Get portfolio-wide visibility into your R&D incentives, with every conclusion backed by the underlying project record. No workshop-heavy qualification process each cycle.

R&D has its process. But the environment around it has changed.

R&D qualification still runs the same way.

Focus on the projects most likely to qualify.

Run workshops to build the context.

Write the narrative to explain why they qualify.

It can work well.

But audits are now stricter and more common...

... and portfolios keep growing.

Can teams
confidently answer...

  • Can we defend each project against
    the OECD Frascati criteria?

  • Are we assessing too few projects, or too many?

  • Do we have the documentation to support
    each project?

  • Where is the evidence too thin to hold up?

  • What would we reconstruct if an audit landed tomorrow?

The process can work.It just doesn't scale.

R&D qualification is resource-heavy. Documents need to be reviewed. Technical teams lose hours to broad workshops. Consultants piece together the context one project at a time.

As the portfolio grows, the focus narrows to what's feasible to assess:

The result

Confidence in a few projects, limited visibility across the rest.

  • Flagship projects receive detailed attention
  • The rest receive less scrutiny and substantiation
A PwC adviser at a laptop

R&D qualification is readyfor its next model.

Qualification shouldn't mean hours of workshops and a narrative doing the heavy lifting. A better model makes the workflow lighter and the defence stronger:

  • a convincing story to traceable evidence

  • flagship projects to portfolio-wide assessment

  • interrupted project work to targeted follow-ups

  • built under pressure to ready when you need it

  • unassessed work to more eligible work in view

A documentation-firstmodel for qualifying R&D.

Qualification shouldn't depend on who you can pull into workshops, or how well the story is written. R&D Qualifier starts from your existing documentation, assesses projects consistently against the R&D criteria and makes it easier to stand behind what you file.

01

Know where you stand.

See what qualifies, what needs work and where the evidence is missing before filing.

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02

Bring more R&Dpotential into view.

Assess beyond the flagship shortlist, so fewer potentially eligible projects are overlooked.

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03

Give technical teamstheir time back.

Ask only what the documentation cannot answer, through targeted questions they can respond to when it suits them.

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04

Build the defence upfront.

Link each conclusion to evidence from the start, so when an audit lands, you are ready, not trailing behind.

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How it works

Documents in. Defence file out.

  • 01

    Upload existing documentation.

    Project reports, records, existing files.

  • 02

    Test against Frascati.

    Every project gets a systematic assessment.

  • 03

    See the verdict and the evidence.

    R&D / Potentially R&D / Not R&D.

  • 04

    Fill gaps.

    Targeted follow-ups to the right expert.

  • 05

    Export the defence file.

    Generate evidence-linked reporting at project, program or organisation level.

PwC's R&D tax expertise,applied consistently at portfolio scale.

A PwC team reviewing project documentation together

Built for sensitive portfolios,strict controls, and audit-grade handling.

  • Security

    Your documents are encrypted while they're uploaded and stored. Independent specialists regularly test the platform for security weaknesses.

    AES-256 · TLS 1.2 · Azure Key Vault · OWASP ASVS

  • Compliance

    R&D Qualifier is regularly reviewed against the PwC Information Security Policy and rated to store and exchange Highly Confidential data.

    Microsoft Azure: ISO 27001

  • Data handling

    Each client gets a separate database. Only authorised users can access it. Every assessment is recorded step by step.

  • Data policy

    PwC keeps your data for as long as your engagement and PwC's records policy require. Production data isn't used in development or testing environments.

Questions we get asked first.

No. The starting point changes: documentation comes first, broad interviews don't. Advisors stay focused on what requires judgment: borderline projects, audit defence, and the conversations that need them. The groundwork gets done before they're needed.

Each project is assessed against the five Frascati criteria, the standard tax authorities use to evaluate R&D eligibility. R&D Qualifier reads your existing documentation, tests each project against those criteria, and flags what holds up and where the evidence needs strengthening.

Tax authorities make their own assessment. But we're seeing reviews become more evidence-driven, and starting to see AI used to scan supporting documentation. R&D Qualifier is designed to produce output that meets that bar: each conclusion is linked to the relevant criterion and supporting evidence, with gaps clearly identified.

The workflow applies the same criteria-based structure across every project. Where the record is thin or a call is borderline, it's flagged, so judgment is concentrated where it's actually needed.

That's part of the point: gaps get surfaced early, and technical teams are only pulled in for targeted follow-ups where information is missing.

No. It should reduce it, by replacing broad interviews with targeted questions only when information is missing.

Whatever constitutes your project record today: technical documentation, project write-ups, prior reports, and supporting materials. You don't need to rewrite everything upfront; the assessment starts from what's already there.

A cross-referenced defence file for each project, with every conclusion linked to the evidence behind it and gaps named explicitly. Plus a portfolio-wide view of what's defensible, what needs strengthening, and where there may be eligible value you haven't claimed yet.

R&D Qualifier uses your documentation to run the assessment. It's encrypted in transit and at rest, and access is limited to authorised users with role-based permissions. Your organisation gets a dedicated database, and data is retained in line with your engagement and PwC's records policy.

A PwC adviser looking out over the city

Switch to a better R&D qualification process.

No more trailing behind. Review more projects from the documentation you already have. Bring technical teams in only where something is missing. Build the defence into your process as you go.

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