Email script

Asking to see the claim before filing

An email asking for the full claim, the calculations and the technical descriptions in time to review them, and for filing to wait for your written approval.

This wording is a starting point, not legal advice. Check your contract before you send it, and take advice if you are unsure.

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Subject: Reviewing the full claim before it is filed

Dear [adviser name], As we plan the timetable for this year's claim, we would like to build in time for us to review the full claim before it is filed. Could you confirm the following? 1. We will receive the complete claim, including the calculations and the technical descriptions, not a summary, at least [number] working days before the planned filing date. 2. [Names of your technical people] will review the technical descriptions for the projects they worked on, and their corrections will be made before filing. 3. The claim will not be filed until we have approved the final version in writing. 4. We will receive a copy of the claim as filed, and the working papers behind it, for our records. If any of this needs to change the timetable, please let us know now so we can plan for it. Kind regards, [your name] [your role] [business name]

Replace the highlighted [placeholders] with your own details before you send it.

Before you send

Send this at the start of the engagement, not the week before the deadline, so that the review time is built into the plan. Name the people on your side who will read the technical descriptions, and give the adviser a realistic turnaround. If the adviser files on your behalf under an authority you gave at the start, this email is also where you make your written approval of the final version a condition of filing.

Before you send

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