The process to access the R&D Tax Incentive each financial year entails

We add value by managing this for you to deliver the end benefit less the headaches

We aim to minimise internal disruption wherever possible by taking an active, hands on approach. We document R&D activities, calculate associated costs, analyse supporting records, and in general, do majority of the work as permitted.

Our services represent the full-spectrum associated with an R&D Tax Incentive claim, and can include:

• analysis of entity structure and review of relevant agreements,

• identification of eligible R&D activities within projects,

• collation and analysis of substantiating documentation associated with eligible R&D activities/projects,

• supporting during the financial year with substantiating documentation and associated processes,

• documenting R&D activities within R&D Project Description/s,

• preparation of the R&D Registration Form,   calculation of eligible R&D expenditure,

• preparation of the R&D Tax Schedule,

• submission of the R&D Registration Form and provision of the R&D Tax Schedule,

• regulator review or audit assistance, including objections.

Our fee for the compilation and lodgement of a claim is based on a small percentage of the benefit, to ensure you receive the majority whilst we have focused on optimising this, and reducing risk. This is billed upon receipt of the benefit. We offer other options also, including no cost regulator review or audit assistance. Please talk to us about what we can offer.