Our Streamlined R&D Tax Incentive Templates Give You a Head Start
- Don’t try to learn how to optimise your documentation, we have done the hard work
- Give your team a head start with our Templates and User Manual
- Learn how to tame the R&D Tax Incentive Record-Keeping
- Optimise your R&D Processes to maximise your tax benefits
Our streamlined R&D Tax Incentive Templates give you A Head Start
Template Packs with Examples
COMPREHENSIVE TEMPLATE PACKS
Comprehensive template packs to cover all the documentation and evidence required by AusIndustry.
A complete set of templates that:
- Improve productivity by making it quick and easy to complete by your team.
- Increase consistency and accuracy of information captured by all staff, both present and future.
- Ease the process using detailed instructions and examples built right into the templates.
- Confirm eligibility, correct wording and completeness of evidence with our checklists and examples.
- Portal Guide provided to assist you to log in and make your claim.
- Ensure your claim has 100% of the evidence required by AusIndustry as part of your business as usual activity.
Templates - Instructions included
Templates - Examples Provided
Essential Template Package
→ 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.
Complete Template Package
→ 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.
→ We recommend the Diagnostic Workshop prior to using the template pack.
R&D Tax Template User Manual
→ How to use the templates
→ How to conduct R&D Review Meetings
Easy To Use Templates
→ All contain detailed instructions
→ References to online 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
Template Pack Options
ESSENTIAL Template Pack
→ Core Templates
→ Supporting Extra
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
→ Core Templates
→ Advanced Templates
→ Supporting Extra
Suitable for larger teams and businesses conducting many R&D Projects each year. Provides R&D Procedure Manual and R&D Management Dashboard
Diagnostic & Strategy Workshop
→ Perfect Compliment To A Template Pack
Our instructor can provide diagnostic & strategy training for you and your team. You can get immediate feedback from the instructor. The workshop recording is available for review.
Need Help Preparing the Evidence?
→ Documentation & Evidence Prepared For You
We prepare all the R&D detailed evidence needed for a Tax claim. We can support you whether you have the full evidence or not, whether you are a first-timer or a seasoned claimer.
What Our Customers Have to Say
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.
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.
R&D Tax Incentive FAQ
For new and experienced claimers
Everything you need to know about in our FAQ.
Find the answers you need to reduce your headaches.
Join Our Weekly R&D Process Discussion Group
A COMMUNITY FOR LIKE-MINDED INNOVATORS
Our standing weekly Discussion Group where we meet to discuss R&D Tax Incentive ideas, processes, tools and examples.
Clients Who Have Benefited From Our Training
0403 398 807 – Phone Softlogic Solutions to find out more about R&D Tax