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R&D Tax Incentive

Training & Templates

Training and Templates to get your R&D documents right the first time

R&D Tax Incentive

TRAINING & TEMPLATES

TRAINING AND TEMPLATES TO GET YOUR R&D DOCUMENTS RIGHT THE FIRST TIME

George Mirabelli – R&D Tax Incentive compliance expert and Trainer.

R&D Process Optimisation Overview

Putting in place some robust R&D processes, regardless of your industry, allows you to benefit from robust idea generation and development that routinely produces ‘output’ aligned to market needs.

It’s not hard to apply these processes to your existing program of work using templates and refining the workflow.

It also allows you to completely align your work program to fully maximise your R&D Tax Incentive Claim to help fund your innovation work.

Putting in place some robust R&D processes, regardless of your industry, allows you to benefit from robust idea generation and development that routinely produces ‘output’ aligned to market needs. 

It’s not hard to apply these processes to your existing program of work using templates and refining the workflow. 

It also allows you to completely align your work program to fully maximise your R&D Tax Incentive Claim to help fund your innovation work. 

Sectors Optimised

Training to get your R&D Documents Right the first time

INSTRUCTOR-LED TRAINING

  • Our instructor can provide personalised training for you.
  • The workshop covers comprehensive training for your team.
  • You can get immediate feedback from the instructor and require assistance whenever you need it.
  • We will provide the workshop recording for you to review.
  • The Workshops and Courses include access to the “R&D Tax Process Discussion Group”.
  • BONUS: Templates and examples included in many of the options

ONLINE COURSE TRAINING

  • The course video can be watched repeatedly by your team.
  • Getting Your R&D Documentation Right Course contains comprehensive & powerful template packs.
  • You can download all resources included in our course.
  • BONUS: Instructions and examples are included in all templates.

Training Courses: What are the benefits?

Asset 1

Increase your return by 30-60%

Businesses who submit their R&D claim with the proper evidence can boost their refund by up to 60%

Asset 2

Have confidence in your R&D claim

With AusIndustry now encouraging businesses to file their own R&D Tax Incentive forms, we’ll ensure you feel confident about your claim

Asset 4

Preparing For An Audit

By helping you prepare as much evidence as possible in the right templates so you demonstrate that you are improving your processes

Asset 3

Achieve a great return on investment

Up to 43% of what you invested could end up back into your pocket with an R&D claim submitted correctly

CELEBRATE CELEBRATE THE R&D TAX INCENTIVE AND GETTING BACK TO INNOVATING

With such a messy second half of the year for most of us in one form of restriction, now that we can see the end in sight, and to celebrate what R&D can do (and our approach to 80% plus vaccinated) and what great community spirit we have, we would like to offer 30% all of our training packages – both online and offline.

For the month of October – through to when Australia achieves 80% vaccination, Softlogic is offering 30% off all of our training packages.

Take a look – and if you choose to buy online, use the code LETSBESMART30

SPECIAL OCTOBER CELEBRATION

GET 30% OFF CODE LETSBESMART30

LETSBESMART30

USE THE CODE AT CHECKOUT FOR 30% OFF
OF ALL COURSES OR
CONTACT US FOR MORE INFORMATION

*Valid through to the end of October 2021

Courses Include Template Packs with Examples

COMPREHENSIVE TEMPLATE PACKS

Comprehensive template packs to cover all the documentation and evidence required by AusIndustry. 

  • Improve productivity by making it quick and easy to complete your team.
  • Increase consistency and accuracy of information captured by all present and future staff.
  • 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.
  • Ensure your claim has 100% of the evidence AusIndustry requires as part of your business-as-usual activity.

Templates - Instructions included

Templates - Examples Provided

Alternatively you may prefer our
R&D Tax Incentive
Documentation Preparation Service

DOCUMENTS PREPARED ON YOUR BEHALF
FOR YOUR PEACE OF MIND

  • We can prepare all the information needed for a Tax claim and provide support whether you have the full evidence or not.
  • We know what the right evidence looks like and have proven templates to quickly prepare all the evidence for you.

Where to start?

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.

Have you Receive a RFI/Audit Notification?

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.

Start-Up And Small Business Pack

TOP VALUE ALL IN ONE STARTER KIT

Optimise your R&D Processes,
maximise efficiency, consistency and ROI.
Simplify access to the R&D Tax Incentive for up to 43.5% rebates.
Buy all three together and save $800

CELEBRATE CELEBRATE THE R&D TAX INCENTIVE AND GETTING BACK TO INNOVATING

SPECIAL OCTOBER CELEBRATION

GET 30% OFF

LETSBESMART30

USE THE CODE AT CHECKOUT FOR 30% OFF
OF ALL COURSES OR
CONTACT US FOR MORE INFORMATION

*Valid through to the end of October 2021

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.

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.

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.

Instructor-Led R&D Training Courses

Our instructors can provide personalised Training and Workshops for your team to optimise your processes.

Online R&D Video Courses including Templates

Learn at your own pace with the Online Video Course content and included Template packs.

Download our R&D Tax Records health Checklist

Download our checklist to confirm you are keeping the required records and what templates you need.

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

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