RDBASE · Free SR&ED tools
The same method three ways. Pick how you want to work and this page walks you through only that path. Your research data stays with you — nothing is sent to MEUK or RDBASE.
You can change later, or use more than one. All three read and write the same claim file.
It runs in your browser. The first time, you will be asked to sign in so your record is yours and not public.
Open it nowOn iPhone, tap Share in Safari, then Add to Home Screen. On Android, tap the menu in Chrome, then Add to Home screen. You get an icon that opens straight into it.
It asks once for the legal name, fiscal year end, field of technology and who the key investigators are. Every project afterwards inherits that, and you can change it any time.
Objectives against benchmarks, the uncertainty with its key variables, and experiments by tax year. A readiness panel tells you what is still missing as you go.
A free account is enough to start. You will need an email address.
Go to claude.aiIn Claude, open Settings, then Capabilities, and switch on code execution and file creation. The tools build a spreadsheet as they go, so they will not run without it.
Download each file, then in Claude go to Customize, Skills, +, Create skill, Upload a skill. One at a time.
In Claude, create a Project named after the company and its fiscal year end, and keep one claim file in it. Advisors running several clients keep one Project per client, and never mix two companies in one conversation.
You do not have to name a tool. Say “we are developing a 500 W charger and I want to document it for SR&ED” and Claude picks the right one. Use the planner for research still to do and intake for work already finished.
One zip, about 48 KB, holding the workbench, the cost template and a read me. No installer and no account.
Download the local kitUnzip it and double-click rdbase-workbench-offline.html. It opens in whatever browser you already have and works with no connection at all. The cost template beside it opens in Excel, or in Google Sheets once you upload it to Drive.
Legal name, fiscal year end, field of technology and key investigators, asked once. Everything is held on this machine.
Your work is kept in the browser as you type, but press Save to a file to keep a copy you control. That file and the cost template are what you send to your SR&ED preparer, and Open a file brings the workbench record back.
Use the same project numbers in both. That is the join between the technical record and the costs.
The file records and checks on its own. To add the questioning and drafting without an account, a model can run on the same machine — nothing leaves the device. That installer is in development; the hardware it needs is listed on the tools page.
See the hardware neededThey record the technical half of a claim following the RDBASE method: benchmarks, quantified objectives, uncertainties, and the experiments that address them. They check your project against the patterns that decided the tax cases and tell you where it is thin.
They do not decide eligibility, give tax advice, or file anything. A qualified preparer still reviews the claim and signs it.
Use dummy data unless your engagement terms already cover putting client technical material into your Claude account. Free to use for your own claims and your clients' claims; not for repackaging or redistribution.
Questions, or found something broken? Email MEUK Corporation.