Our process - How we work

We believe in efficiency and maximising our resources to provide the best value to our clients. The primary way we do that is by understanding every single scheme we approach and have worked on for the past decade.

Eligibility Assessment

At the heart of the Energy Tax Relief Scheme is the Eligibility Assessment. This pivotal first step is the gateway to accessing the benefits this scheme offers. Our approach is designed to ensure that companies truly eligible for this relief can harness its advantages.

We commence by gathering comprehensive information about your energy usage, projects, and company details. This forms the foundation of our assessment. Then we meticulously scrutinise your data against the predefined eligibility criteria. These criteria are set to identify businesses that align with the objectives of the scheme.

Upon completing the eligibility assessment, a decision is reached regarding your eligibility. If you qualify, we provide guidance on the next steps, including how to access the scheme's benefits.

Included in this phase

  • Data Collection
  • Eligibility Criteria
  • Compliance Check
  • Recommendation

Engagement & Client Onboarding

Once a company successfully passes the Eligibility Assessment and qualifies for the Energy Tax Relief Scheme, the next phase begins. The Engagement & Client Onboarding stage is all about setting the foundation for a collaborative and productive partnership.

We initiate with a project kickoff meeting. During this session, we introduce you to our team, clarify roles and responsibilities, and outline the project's timeline. We work closely with you to define the scope of your participation in the scheme. This includes outlining the projects that will benefit from energy tax relief.

We empower you with knowledge. Our team provides detailed information on the specific aspects of the scheme, ensuring you understand the process, benefits, and responsibilities.

Included in this phase

  • Scope Definition
  • Legal Compliance
  • Client Education
  • Claim Preparation
  • Feedback Loop

Claim Assessment

In the Claim Assessment phase, we diligently evaluate the specifics of your energy projects and the accompanying documentation. Our expert team works tirelessly to ensure that every detail is correct and compliant, preparing the groundwork for a successful energy tax relief claim.

We begin by scrutinising every document submitted as part of your claim. This includes project costs, energy usage data, and financial records. We ensure that all information aligns with the eligibility criteria and regulations. Our team examines the energy-efficient projects that are at the core of your claim. We assess their impact, energy savings, and adherence to energy conservation measures.

We perform a thorough cost analysis to verify that project costs are accurately represented. Our goal is to maximise the eligible amount for tax relief.

Our commitment to your success doesn't end with claim approval. We continue to support you in maximising the financial benefits of the scheme.

Included in this phase

  • Cost Analysis
  • Compliance Review
  • Claim Approval
  • Tax Relief Realisation

QA & Submission

In the Quality Assurance & Submission phase, our focus is on ensuring the highest level of accuracy, compliance, and success in your energy tax relief claim. We leave no stone unturned to guarantee that your claim submission is seamless and results in the maximum financial benefits you are entitled to.

Our team conducts a rigorous review of all claim documents, including the completed claim form, project documentation, financial records, and any additional paperwork. We meticulously check for accuracy, consistency, and completeness.

Before submission, our quality assurance team conducts a final review to guarantee that everything is in order. We submit your claim to the relevant tax authority. Our submission process is smooth, efficient, and well-documented.

Included in this phase

  • Audit-Ready Claim
  • Claim Optimisation
  • Final Review
  • Claim Submission

Find out how much you can claim on Energy Tax Reliefs!

Contact details