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R&D Tax Incentive:
Customer Portal Guide,
Register your claim with ease

  • Help you get familiar with the RDTI Customer Portal.
  • Help you locate all necessary records and details.
  • Quickly and easily complete and submit your claim.

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Get Familiar with the Customer Portal, and 

Check if you have all the right records,

Prepare all the records required

Download the R&D Tax Incentive Customer Portal Guide!

What do next…

  • Download the guide.
  • Get to know the RDTI Customer Portal.
  • Check if you can find all the records you need in your evidence documents.
  • If you don’t have sufficient records, or you cannot find relevant documents…
  • We can help you to solve your headache!

Why Do I Need This Guide?

The way of applying for the R&D Tax Incentive has been changed from the 5th July 2021: a new customer portal has been launched! Instead of using PDF smart forms, this new customer web portal makes it easier for companies to manage their applications online.

The Softlogic Solutions R&D Tax Incentive Customer Portal Guide can help you get familiar with the new portal interface and sections. More importantly, this guide can remind you of all the necessary records so you can prepare them prior to commencing the claim registration process.

Why Are Records Important?

Claiming the maximum amount possible under the R&D Tax Incentive is dependent on having the right records in place to justify your claim.

The Government has made significant changes to the application process, which puts the onus back on you, the company claiming, to provide detail that was not previously required.

Going forward, your accountant will not be able to ‘fill in the detail’ for you. The changes to the application require the new knowledge you are creating to be directly linked to an experiments and the hypothesis in a way that substantiates the eligibility of the R&D.

Don't Under-claim Due to Insufficient Records

  • Your R&D tax claim prepared by your accountant can only claim the items that have supporting evidence and paperwork.

  • Most businesses claiming under the R&D Tax Incentive scheme are under-claiming by because the paperwork required is not in place.

  • The most common problems with records are either:

  1. Incomplete records so there are components of your work that are not able to be safely claimed.

  2. Have insufficient detail to make them compliant, so your accountant will likely exclude the expense from your claim or risk a fine in case you are audited.

AusIndustry are Increasing their Audits in 2021-2022

  • To safely claim under the R&D Tax Incentive provisions, you must provide the ATO and AusIndustry with evidence of your research and development to substantiate an R&D Tax claim.

  • The ATO and AusIndustry have very specific requirements and formats in order to ‘honour’ your claim.

  • The risk at an audit can be easily managed by ensuring that you have all the right records in place, significantly reducing potential AusIndustry and ATO audit issues.

MAKE THE TAX CLAIM PREPARATION

Our Process

Train your R&D Team

  • One main training session delivered by an instructor or online video course
  • Additional workshops to review your existing processes and propose changes

Review your existing Processes

  • Assess the gaps between processes required by the legislation and your processes
  • Identify ways to improve to ensure minimum process disruption
  • Propose templates where needed and guidance for their use

Propose the minimum Processes changes

  • Minimise process overheads while ensuring best practices for your team size
  • Check the process provide the maximum safety net and allow you to claim confidently

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Our Process

Train You and Your Staff

One main training session delivered by an instructor or online video course PLUS Additional workshops to review your existing processes and propose changes.

Review Your Existing Processes

Assess the gaps between processes required by the legislation and your processes. Identify ways to improve to ensure minimum process disruption.

Propose The Minimum Changes

Minimise process overheads while ensuring best practices for your team size. Check the process. Provide the maximum safety net to claim confidently.

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.

Training Workshops, Courses & Assistance

LEARNING OPTIONS TO OPTIMISE YOUR R&D PROCESSES

Instructor-led Workshops

One of our instructors can provide personalised Training and Workshops for your team.

Online Self-Paced Training

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

R&D Template Packs

Prefer to hone your processes using our Templates, select from two comprehensive packs

ASSISTANCE AND GOVERANCE OPTIONS

Coaching & Governance

Monthly instructor access for assitance with processes, templates and goverance.

Done-For-You Documentation

Allow our team to collect information monthly and update your documentation for peace of mind.

Records Auditing & Governance

Arrange for our team to periodically spot check or audit your R&D projects to verify process adherance.

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.

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.
  • We will provide the workshop recording for you to review.
  • The Workshops and Courses include access to the “R&D Tax Process Discussion Group”.

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

Training Workshops, Courses & Assistance

LEARNING OPTIONS TO OPTIMISE YOUR R&D PROCESSES

Instructor-led Workshops

One of our instructors can provide personalised Training and Workshops for your team.

Online Self-Paced Training

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

R&D Template Packs

Prefer to hone your processes using our Templates, select from two comprehensive packs

ASSISTANCE AND GOVERANCE OPTIONS

Coaching & Governance

Monthly instructor access for assitance with processes, templates and goverance.

Done-For-You Documentation

Allow our team to collect information monthly and update your documentation for peace of mind.

Records Auditing & Governance

Arrange for our team to periodically spot check or audit your R&D projects to verify process adherance.

Learn how to Optimise your R&D Processes to Maximise R&D Tax Incentive Benefits.

Increase your claim by 30%-50%

Access our Instructor-led Training Workshops, Online Training Courses and Template Packs to maximise the R&D Tax Incentive benefits without any complexity and red tape.

George Mirabelli - Founder & CEO

Mission

Provide information and services to business so that they can access government grants and funding programmes to foster innovation and jobs with Australia.

Background

Throughout my 30 years in the industry, managing Product Design and Development through to large Software Engineering, in Australia, USA and UK for Lockheed, Telstra, Rockwell, West Farmers Insurance, and MYOB, I have gained significant knowledge of R&D techniques, processes and frameworks that can assist businesses to accomplish their goals and foster innovation.

At SoftLogic Solutions with rescue critical software solutions that have been orphaned without a development team, and provide maintenance and re-development services that use the R&D Tax Incentive where possible.

We also provide businesses with grant information and Training Courses and Workshop that help them optimise their R&D processes to inherently maximise the tax benefits from the R&D Tax Incentive

  • 20+ Years claiming the R&D Tax Incentive 
  • Multi-selector experience in Manufacturing, Mechanical, Software Development
  • International Experience in Australia, UK and USA
  • Process improvement and LEAN advocate
  • Extensive experience with R&D Tax Incentive
  • R&D Process improvement experience

Sectors Optimised

Case
Studies

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Make the R&D Tax Incentive easier

Make your R&D Claim quickly and easily.
Contact us to discuss your personalized strategy to prepare your R&D for the new financial year.

Get started before July

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