R&D Record Keeping Health Check

Let's get started

Where are you now?

Thinking of undertaking R&D and will make a tax claim.Conducting R&D at the moment and are thinking of claiming.Conducting R&D and have previously made a Tax claim.Not undertaking R&D and unsure what a R&D Tax claim is.

What's your objective?

Why do you want to review your claim? What's your biggest priority right now?

I want more cashflow.I want to conduct more R&D.I am worried about not claiming my full entitlement.I am concerned about eligibility of my R&D.I want comfort that all my records will be compliant if I am audited.

What are your circumstances?

When it comes to R&D tax claims, what best reflects your circumstances?

Not sure what is eligible, I need help working this out.I know what is eligible, and I am keeping some records but not consistently.I know what is eligible, and I am keeping records along the way at each step in the R&D.I am claiming R&D, but not sure I'm keeping correct records.

How prepared...

R&D records - Tick the records that you currently keep

Product Strategy DocumentProject Eligibility CriteriaSupporting List for each HypothesisEvaluation and Review of Results

R&D Expenses

Tick the costs that you currently track

Timesheets for Core ActivitiesTimesheets for Supporting ActivitiesRent for R&D Floor SpaceElectricity, Gas, Water, and Insurance for R&DAccounting and Bookkeeping for R&DCapital Investment and Depreciation for R&D

Business Details

Nearest Capital city

AdelaideBrisbaneCanberraDarwinHobartMelbournePerthSydney

Your business turnover
*Your R&D Tax Incentive return is dependent on several factors including business turnover. By understanding your current business turnover, we can help advise you further on your R&D Tax Incentive claim

Under $500k$500k to mil$1mil to $10mil$10-20mil$20mil+

Your total employees
*Your R&D Tax Incentive return is dependent on several factors including your total number of employees. By understanding your current employee numbers, we can help advise you further on your R&D Tax Incentive claim.

1-2020-5050-150150+

Just a little more...

Your R&D spend per financial year
*Your R&D Tax Incentive return is dependent on several factors including how much your business spends annually on R&D activities. By understanding your current R&D spend, we can help advise you further on your R&D Tax Incentive claim.

0 - $20,000$20,000 - $250,000$250,000 - $1,000,000$1,000,000 +

Number of R&D projects/products per year
*Your R&D Tax Incentive return is dependent on several factors including the number of R&D projects your business conducts annually. By understanding your current number of R&D projects, we can help advise you further on your R&D Tax Incentive claim.

1-33-1010+

Number of R&D staff/team members?
*Your R&D Tax Incentive return is dependent on several factors including how many employees are dedicated to R&D activity. By understanding your current R&D staff numbers, we can help advise you further on your R&D Tax Incentive claim.

1-1010-2020+

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