Specialists InR&D Tax Incentives

Maximise Your R&D Entitlement

The R&D Tax Incentive is a Federal Government principal program to incentivise businesses to engage in R&D projects and activities in Australia. The R&D Tax Incentive is a broad-based, market-driven program available to a wide range of industries that defray the cost of R&D through either refundable or non-refundable tax offsets.

R&D Eligibility

Understanding what projects and which activities can be included in your R&D claim can be difficult and is often overlooked or incorrectly claimed by applicants, with some businesses choosing not to claim at all. We can assist in helping you to understand the eligibility criteria and to also meet the compliance requirements.

What we can do for you:

• Undertake a preliminary assessment of projects being undertaken and assist you in identifying eligible R&D activities to be included in the claim;
• Undertake site visits, meetings and R&D Tax training sessions with you and your key technical and financial team as required to assist in preparing the R&D claims;
• Assist you with the preparation and collation of any R&D technical documentation required;
• Disseminate and collate relevant material necessary to adequately prepare the R&D application;
• Identify and communicate any potential issues associated with the projects and activities to be included in the R&D claim including the appropriateness of any contemporaneous documentation;
• Prepare and lodge R&D Application for submission with Innovation Australia;
• Assist with the identification and collation of eligible R&D Expenditure;
• Prepare and provide you with the R&D Tax Schedule to be included in the company’s income tax return;
• Review and assist in understanding and establishing the required documentation and record keeping to ensure compliance under the R&D regime; and
• Guidance and presentation at audit of R&D claims by AusIndustry and the ATO.

Our team have been successful in preparing and defending claims across multiple tax jurisdictions and numerous industries. We have extensive experience in energy and resources, mining, engineering and construction, manufacturing, FMCG, ICT and software development, agriculture, biotechnology, and food sciences industries. We have prepared claims for businesses ranging from small proprietary enterprises, through to large, multi-national organisations.

What We Do

• Scope and Identify your business’s eligibility to make R&D Tax claims
• Identify eligible R&D projects and activities
• Prepare the R&D technical documentation, including projects and activity descriptions, research, and technical objectives
• Identify and prepare eligible R&D expenditure and associated financial documentation required by AusIndustry, and your accountant
• Prepare and submit the R&D application, working with you throughout the entire process to ensure you get the maximum return possible