1.Request and review all available project costs and determine what further information would be required to both maximise and complete a claim report;
2.Liaise with all relevant professional advisers, the client and project teams and the contractors/suppliers on all subsequently required information, including estimates, the tender, yearly valuations, contract and final account costs, cost templates and queries on such information, specification and drawings;
3.Prepare and provide an initial estimate of capital allowances, if required;
4.Consider and advise on any contribution expenditure to maximise the capital allowances;
5.Analyse all cost information and documents to prepare a report for Capital Allowances;
6.Review and analyse all additional expenditure incurred on the project such as professional fees, directly incurred expenditure, irrecoverable VAT, etc and incorporate into the claim as appropriate;
7.Carry out a survey to further review all works carried out, if necessary;
8.Reconcile the expenditure analysed to the expenditure recorded in your accounts for the relevant accounting period, as required; and
9.Prepare a soft copy fully detailed claim report ready for submission by you to HM Revenue Customs;
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https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=955204957