Select Your R&D Process Optimisation Package
Questions 1 of 2: Which best describes you?
First time claiming and want a headstart?
Save yourself stress down the line by claiming correctly from the beginning. If this is your first time submitting an R&D tax form, our online training course and included templates will take you through the claiming process, from evidence tracking to book-keeping. We’ll teach you how to start off with all the right processes.
Claimed before but want to do it right?
If you have been submitting R&D tax claims for a few years but you want to make sure your evidence is sufficient to avoid trouble, we can help you. Our instructor-led workshops will give you personalised advice and training. Our courses also include templates with detailed instructions to help you with your evidence tracking.
Been given an at-risk rating and need help?
If you've been flagged with an at-risk rating or you've been notified of an audit, we can help you before you get audited. We can help you locate any suitable evidence. Our instructor-led training will teach you to properly claim in the future but will also help you prepare for your audit and demonstrate that you're improving your processes.
Instructor-led Workshops
One of our instructors can provide personalised Training and Workshops for comprehensive training for your team.
Periodic Coaching & Support
Arrange for our team to periodically spot check or audit your R&D projects to verify process adherence.
R&D Tax Templates
Prefer to hone your processes using our Templates, select from two comprehensive Template packs.
Monthly Coaching & Support
Monthly instructor access for assistance with R&D process optimisation, template usage, audits and governance.
Online Self-Paced Training
Learn at your own pace with the Online Video Courses that also include a Template pack to get you started quickly
Training Workshops
– INSTRUCTOR-LED OPTIONS
- Our instructor can provide personalised training for you
- The workshop covers comprehensive training for your team
- You can get immediate feedback from the instructor
- We will provide the workshop recording for you to review
- The Workshops and Courses include access to the “R&D Tax Process Discussion Group”
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TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
Explore Online Training Options
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-5% ONLINE
TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS WORKSHOP AND GAP ANALYSIS REPORT
- Review Product Strategy Records
- Review Project Planning Records
- Review Eligibility Criteria Records
- Review Experiment Planning/Results
- Review previous Claims
- Review Core Activity cost tracking
- Review Supporting cost tracking
- Provide a Gap Analysis Report
- R&D Tax Information Session
-
-5% ONLINE
TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS AND R&D MANUAL WORKSHOP
- R&D Documentation Structure
- Product Strategy Documentation
- R&D Process Framework
- Work Management Tools
- Work Breakdown Structure and Time Tracking
- R&D Document Repository
- Apportionment
R&D PROCESS WORKSHOP AND R&D MANUAL
- Develop an R&D Business Process Manual
- R&D Manual ready for implementation
- Tailored R&D Templates ready for use
- R&D Manual Review workshop
- Summary for departments of processes
- Need updating or adopt new templates
- Recommend automation and tools
Template Packs
– R&D TAX INCENTIVE PROCESS TEMPLATES
- Comprehensive template packs cover all documentation templates required by AusIndustry during your claim
- Use our templates to improve productivity by reducing performance differences through operational consistency
- Accurate and consistent templates can help you facilitating future storage and lookup
- Personalised assistance is included in all template packs
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TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record Keeping
- Feedback on potential claim improvement
PERFECT COMPLIMENT TO A TEMPLATE PACK
- Add to your Template to learn how to optimise your R&D Processes
- Add before or after your template purchase
Explore Online Training Options
-
R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
ABUNDANT RESOURCES
- Confirm eligibility, correct wording and completeness of evidence with our checklists and examples.
- RDTI Customer Portal Guide will help you locate all necessary records and details, quickly and easily complete and submit your claim.
ESSENTIAL TEMPLATES
- 5 core templates are provided that support the R&D Systematic Progression.
- An R&D methodology is provided in the Template User Manual on how to manage your R&D.
- Additional templates are provided to facilitate customisation for your specific needs.
Note: We recommend the Diagnostic Workshop prior to using the Template Pack
Coaching & Support are available, explore more options.
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R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
- How to use the R&D Dashboard
- How to tailor the R&D Manual
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
ABUNDANT RESOURCES
- Confirm eligibility, correct wording and completeness of evidence with our checklists and examples.
- RDTI Customer Portal Guide will help you locate all necessary records and details, quickly and easily complete and submit your claim.
ESSENTIAL TEMPLATES
- 5 core templates are provided that support the R&D Systematic Progression.
- An R&D methodology is provided in the Template User Manual on how to manage your R&D.
- Additional templates are provided to facilitate customisation for your specific needs.
ADDITIONAL TEMPLATES
- Advanced templates are provided for larger teams.
- An R&D Management Dashboard and R&D Process Manual Template facilitate achieving consistency within larger teams and between project teams.
Note: We recommend the Diagnostic Workshop prior to using the Template Pack
Coaching & Support are available, explore more options.
Online Courses
– R&D TAX INCENTIVE ONLINE TRAINING
- A variety of online courses are available for different needs
- The course video can be watched repeatedly by you and your team
- Starter Course and Consistency Course contain comprehensive & powerful template packs
- You can enquire about instructor assistance by emailing us
- The Workshops and Courses include access to the “R&D Tax Process Discussion Group”
-
TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Review your current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
PERFECT COMPLEMENT TO A TEMPLATE PACK
- Add to your Template to learn how to optimise your R&D Processes
- Add before or after your template purchase
-
TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS WORKSHOP AND GAP ANALYSIS REPORT
- Review Product Strategy Records
- Review Project Planning Records
- Review Eligibility Criteria Records
- Review Experiment Planning/Results
- Review previous Claims
- Review Core Activity cost tracking
- Review Supporting cost tracking
- Provide a Gap Analysis Report
- R&D Tax Information Session.
R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
- How to use the R&D Dashboard
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
EASY TO USE TEMPLATES
- All Templates contain detailed instructions for completing them
- References to online resources
ESSENTIAL TEMPLATES
- 5 core templates are provided that support the R&D Systematic Progression.
- An R&D methodology is provided in the Template User Manual on how to manage your R&D.
- Additional templates are provided to facilitate customisation for your specific needs.
OPTIONAL COACHING & ASSISTANCE
- Assistance is available on an hourly basis. Please enquire at info@softlogicsolutions.com.au
-
TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS WORKSHOP AND GAP ANALYSIS REPORT
- Review Product Strategy Records
- Review Project Planning Records
- Review Eligibility Criteria Records
- Review Experiment Planning/Results
- Review previous Claims
- Review Core Activity cost tracking
- Review Supporting cost tracking
- Provide a Gap Analysis Report
- R&D Tax Information Session.
R&D PROCESS WORKSHOP AND R&D MANUAL
- Develop an R&D Business Process Manual
- R&D Manual ready for implementation
- Tailored R&D Templates ready for use
- R&D Manual Review workshop
- Summary for departments of processed
- Need updating or adopt new templates
- Recommend automation and tools
R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
- How to use the R&D Dashboard
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
EASY TO USE TEMPLATES
- All Templates contain detailed instructions for completing them
- References to online resources
ESSENTIAL TEMPLATES
- 5 core templates are provided that support the R&D Systematic Progression.
- An R&D methodology is provided in the Template User Manual on how to manage your R&D.
- Additional templates are provided to facilitate customisation for your specific needs.
ADDITIONAL TEMPLATES
- Advanced templates are provided for larger teams.
- An R&D Management Dashboard and R&D Process Manual Template facilitate achieving consistency within larger teams and between project teams.
OPTIONAL COACHING & ASSISTANCE
- Assistance is available on an hourly basis. Please enquire at info@softlogicsolutions.com.au
Coaching and Support
– PERIODIC AUDITING OPTIONS
- Spot check can help you see how well the R&D Manual is being followed
- Helping you audit a project in detail to ensure alignment with the R&D Manual
- Maximise your adoption of the R&D Manual Processes and Frameworks
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Audit
- Check Audit Survivability
- Refresh Staff Training
- Spot-check Records Compliance
- Refine the R&D Manual
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Audit
- Check Audit Survivability
- Refresh Staff Training
- Spot-check Records Compliance
- Single Activity Records Review and Report
- Refine the R&D Manual
Detailed Project Audit
- Audit-specific Project Activities to check compliance to the R&D Manual
Coaching and Support
– MONTHLY COACHING & SUPPORT SERVICES
- Remove your headaches by choosing our Done-for-you service
- Harness our experts to help anyway you need them
- Keep your team on track with our expert coaching and support
- Help you enhance your R&D process and documentation
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BASIC SUPPORT
- Phone & Zoom Support
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
- 3 hours of coaching
Coaching and Support – Monthly Coaching and Support ServicesFlexible Coaching & Support
$650.00 incl GST Add to cart -
BASIC SUPPORT
- Phone & Zoom Support
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
GUIDED COACHING
- Coaching and monitoring to keep you on track
- Check the preparation of documents for critical meetings
- Monitor key Technical Committee meetings
- Confirm documents are updated post meetings
- 9 hours of coaching
Coaching and Support – Monthly Coaching and Support ServicesGuided Coaching & Support
$1,750.00 incl GST Add to cart -
BASIC SUPPORT
- Phone & Zoom Support
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
GUIDED COACHING
- Coaching and monitoring to keep you on track
- Check the preparation of documents for critical meetings
- Monitor key Technical Committee meetings
- Confirm documents are updated post meetings
EMPOWERED COACHING
- Done-for-you documentation preparation for R&D Projects
- Attend/Conduct Technical Committee meetings
- Work with Finance/Accounting to generate Cost Tracking Reports
- Monitoring progress and updating documents as needed
- Checking that all required records are complete
- Refine the R&D manual periodically with process improvements
Coaching and Support – Monthly Coaching and Support ServicesEmpowered Coaching and Support
Enquire now P.O.A.
