R&D tax advisors

Check every client’s R&D record in one login

Your clients run their R&D projects in Paylists. Log in to all of them to check the record, the evidence and the costs, and see who is audit ready.

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Your clients4 R&D projects
  • NS
    Northfield SensorsPhotonic fibre-coupling · R-00003
    Audit ready
  • HB
    Harbour BiotechEnzyme stability trial · R-00011
    In progress
  • KR
    Kestrel RoboticsGripper control software · R-00007
    Missing evidence
  • AM
    Ashby MaterialsLow-carbon binder · R-00002
    Audit ready
How it works

Your clients give you access. You check the data.

  1. 01Your client enables your loginEach client invites you to their Paylists account.
  2. 02All clients in one placeSwitch between clients and their R&D projects with one login.
  3. 03Check audit readinessSee what is complete and what is missing before the claim, yourself or with Lister AI.
What you can check

The full R&D record, built during the project

Your clients collect evidence as the project runs, not at year end. You check it in Paylists instead of chasing documents.

  • 01The current state of knowledgeReview of published work, with the sources Lister AI used
  • 02Which uncertainties need to resolveScientific or technological uncertainty
  • 03Steps to take to resolve themTasks, timeline and stage gates from the project
  • 04Advance in science or technologyWhat was sought, and why it is an advance for the field
  • 05Team and expertiseWho worked on it, with timesheets
  • 06Competent professionalWho can confirm the work as R&D
  • 07R&D costsStaff, purchasing and work packages assigned from other projects
Lister AI for advisors

Use Lister AI to check the data

Ask Lister AI to review a client’s R&D record. It checks the answers against the project data and external sources, and flags what is missing or not supported.

Lister AILister AI checkKestrel Robotics · R-00007
  • ✓Uncertainty matches the project tasks
  • ✓R&D costs match timesheets and purchase orders
  • !State of knowledgeTwo statements have no source
  • !Competent professionalNot named yet
For your clients

Introduce Paylists to your clients

Paylists is a complete project management solution for R&D. Lister AI helps your clients prepare R&D tax relief answers from their own project data.

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14-day free trial · No credit card · From €5 a month