Question 1

How does Agentised help identify R&D qualifying expenditure?

Accepted Answer

The agent analyses management accounts, project records, and time sheets to identify activities potentially qualifying for R&D relief. It flags staff costs, subcontractor payments, and consumables that may relate to qualifying projects. You validate the categorisation and ensure claims meet HMRC's technological uncertainty and advancement tests.

Question 2

Can the AI draft R&D claim narratives?

Accepted Answer

Yes. Based on information gathered from client interviews and documentation, the agent drafts technical narratives explaining the baseline technology, uncertainties faced, and advances sought. These drafts require your review to ensure they accurately represent the qualifying activities and meet HMRC standards.

Question 3

How does HMRC update monitoring work?

Accepted Answer

The agent tracks HMRC publications, tribunal decisions, and professional body guidance relevant to your client base. When changes occur, it identifies potentially affected clients and drafts briefing notes or action recommendations for your review before client communication.

Question 4

Is Agentised suitable for complex group tax planning?

Accepted Answer

The agent can model tax implications across different group structures, calculating corporation tax, loss utilisation, and dividend flows under various scenarios. Professional judgment remains essential for transfer pricing, anti-avoidance considerations, and commercial factors—the agent accelerates calculation while you provide strategic advice.

AI Assistant for Tax Specialists

The Challenges You Face

How Agentised Helps Tax Specialists

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