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Duplicated: Buy Courses, Template Packs, Coaching & Governance Solutions – [#3521]

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”
  • Diagnostic

    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
         
    Instructor-Led Options

    Diagnostic Package Instructor Led

    $590.00 incl GST Add to cart
  • -5% ONLINE Starter - Instructor-Led Options

    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

     

     

     

    Instructor-Led Options

    Starter Package Instructor Led

    Enquire now P.O.A.
  • -5% ONLINE Consistency - Instructor Led Options

    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
    Instructor-Led Options

    Consistency Package Instructor Led

    Enquire now P.O.A.

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
  • 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
    Template Packs

    Diagnostic & Strategy Workshop

    $590.00 incl GST Add to cart
  • 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.
    Template Packs

    Essential Template Pack

    $690.00 incl GST Add to cart
  • 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.
    Template Packs

    Complete Template Pack

    $990.00 incl GST Add to cart

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
    Online Courses

    Diagnostic & Strategy Online Course

    $390.00 incl GST Add to cart
  • 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

    Online Courses

    Starter Online Course

    Learn more View in School
  • 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

    Online Courses

    Consistency Online Course

    Learn more View in School

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
  • Audit

    • Check Audit Survivability
    • Refresh Staff Training
    • Spot-check Records Compliance
    • Refine the R&D Manual
    Coaching and Support Options – Periodic

    Quarterly Review & Refinement

    Enquire now P.O.A.
  • 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 Options – Periodic

    6-Monthly Detailed Reviews

    Enquire now P.O.A.

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
  • 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 Services

    Flexible 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 Services

    Guided 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 Services

    Empowered Coaching and Support

    Enquire now P.O.A.

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    Diagnostic & Strategy Online Course
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