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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
    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
  • 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
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