Our Templates give your team an important Head Start

  • Learn how to tame the R&D Tax Incentive Record-Keeping.
  • Optimise your R&D Processes to maximise your tax benefits.

TEMPLATE PACK OPTIONS

  • 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.

Join Our Weekly R&D Process Discussion Group

Our standing weekly Discussion Group where we meet to discuss R&D Tax Incentive ideas, processes, tools and examples.

A COMMUNITY FOR LIKE-MINDED INNOVATORS

ESSENTIAL Template Pack

Hone your R&D processes using our Essential Templates – suitable for smaller teams or businesses with a small number of R&D Projects

COMPLETE Template Pack

Suitable for larger teams and businesses conducting many R&D Projects each year. Provides R&D Procedure Manual and R&D Management Dashboard

Download our R&D Tax Checklist

Download our checklist to confirm you are keeping the  required records and what templates you need. Then purchase the Essential or Complete pack.

What Our Customers Have to Say

A very professional and thorough service. George helped us to put the correct processes in place for our specific business. Correct and accurate record keeping is the crux of any R&D claim and George was instrumental in setting that up so that in the future our application for an R&D grant will flow smoothly. The manual George provided is very professionally put together and through Georges workshops we, as a company, have realised the importance of such thorough record keeping. In fact we hope that by improving our record keeping we will be able to increase our future claims. George also pointed out to us a couple of things that we were unaware that we could claim as R&D expenses. Very helpful!
Robyn Hodgson
Coolpac (Temperature Controlled Freight Packaging)
5Star
There are a lot of consultants out there that are ready to take your money to help you put in an R&D grant, but few that help with making sure you have the process in place to support that application - until now.
George has systematized his successful process for maintaining compliance records into a framework that was easy for us to adapt and apply to our way of working.
With plenty of high profile businesses being audited and found coming up short due to record keeping, we are now sleeping easy that we will not be one of them.


Paul Greenwell
Propel Ventures (Financial Software Development)
5Star
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Frank Jones
ABCFilling
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Jack Brownn
Nick Duncan

Did your tax Consultant ask you to ensure you Keep all the right records?

Learn what records, their format and wording you need to substantiate and maximise your claim.

  0403 398 807 – Phone Softlogic Solutions to find out more about R&D Tax

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