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

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
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
Oversight and Governance Options
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

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