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Coaching & Support:
Periodic Auditing

  • Provide staff with the coaching and assistance they need to get it right
  • Maximise the benefits of the R&D Tax Incentive by capturing all eligible expenses
  • Maximise adoption of the R&D Manual processes and make them the new routine

R&D Tax Incentive Assistance & Governance Coaching

  • Learn how to optimise your R&D Processes to maximise your tax benefits.
  • Monthly instructor access for assistance with processes, templates and governance.
  • Arrange for our team to periodically audit your R&D projects to verify process adherence.

PERIODIC AUDITING

  • Spot check can help you see how well the R&D Manual is being followed.
  • Helping you audit a project in detail to ensure alignment with the R&D Manual.
  • Maximise your adoption of the R&D Manual Processes and Frameworks.

COACHING & SUPPORT

  • Remove your headaches by choosing our Done-for-you service.
  • Harness our experts to help any way you need them.
  • Keep your team on track with our expert coaching and support.
  • Help you enhance your R&D process and documentation.

Periodic Auditing Options

Quarterly Review & Refinement

Spot check to see how well the R&D Manual is being followed

  • Check Audit Survivability
  • Refresh Staff Training
  • Spot-check Records Compliance
  • Refine the R&D Manual

6-Monthly Detailed Reviews

Audit a project in detail to ensure alignment with the R&D Manual

Audit

  • Check Audit Survivability
  • Refresh Staff Training
  • Spot-check Records Compliance
  • Single Activity Records Review and Report
  • Refine the R&D Manual

Detailed Project Audit

  • Audit-specific Project Activities to check compliance with the R&D Manual

Coaching Benefits

Staff can draw on expertise as needed

Reduces rework/guesswork

Removes the headaches and frees staff to focus on more important R&D

Want to Discuss Your Situation?

We Solve Common R&D Tax Headaches

How can I be sure we have all the records?

We can help you cope with staff being too busy to attend to the R&D records by themselves. If you are too busy to check on the process, we can give you peace of mind that all steps are being completed.

How can I get expert help?

Your staff will benefit from guidance and coaching on what is fair and reasonable documentation.  We will review the documents and provide suggestions. In the Empowered option, we will jump in and assist with the documentation.

How can I be sure I don't miss out on claiming everything I can?

We check that Time and Material expense tracking mechanisms are implemented and working as per the R&D Manual to ensure cost reporting is working. If the processes can be improved, we will update the manual for you and disseminate the changes.

How can I be sure we have it under control?

Coaching can give staff a gentle nudge periodically to ensure they get the records right. We help by tracking and monitoring milestones and verifying the documentation and minutes.

How do we keep on top of experiments and Results?

We check to ensure that records prepared for the Technical Committee meetings will allow decisions to be made. We then check that the Technical Committee meeting outcomes are reflected in the documentation.

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.

Periodic R&D Process & Records Audits

Monthly instructor access for assistance with processes, templates and governance.

Oversight and Governance Options

Arrange for our team to periodically audit your R&D projects to verify process adherence.

Download our R&D Tax Checklist

Download our checklist to check if you have all the correct records and find out how much more you could be claiming.

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.

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

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