How to sign-up, connect, and use Claimer with your Xero account

Step 1: Sign up

From the homepage, click 'Start free'. You'll be presented the the screen below. Enter your company name and select it from the drop-down list, and then select the type of project you primarily undertook as part of your R&D.

You will then be asked a few simple questions as part of Claimer's initial eligibility check. These will help us determine if your project qualifies for R&D. Simply answer them as best you can.

Once you've completed the quiz, we will either determine that you need to contact us for more information, or you'll be given the opportunity to sign up immediately.

Step 2: Create a claim

Once you're signed up, you will be greeted by the Claim Dashboard (see below). Click the 'New Claim' button to continue.

Step 3: Connect Xero

After you have gone through the Basic Info and Project sections, you will presented with the option of connecting to Xero (see below).

Click the Xero button on this screen. You will then be redirected to Xero where you can enter your credentials to authorise Claimer to access your account.

Step 4: Build your claim with Xero

Once you have authorised Claimer to connect with your account, you will be redirected back to Claimer where you should see information from Xero to add to your claim (see below for example of what this looks like in the 'Team' section).

Note: If you do not use the Payroll module in Xero, you will not be able to use your Xero account within the Team section. In this instance, please add your team members by clicking the 'Add Unlisted Employee' button at the bottom of the Team section.

Step 5 (optional): Refresh Xero data

You may find that updates you make to Xero do not immediately get reflected in Claim. If this is the case, you can refresh the data.

To do this: on any screen where you're able to add Xero information to your claim, you should see a 'Refresh' link (see below). For more information, check the FAQ.

Was this article helpful?
Thank you!