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With a streamlined strategy, a full range of professional templates, and access to ongoing coaching and support, maximising your R&D Tax Incentive claim goes from a time-consuming months-long process to a simple part of your daily routine.
The Start-up and Small Business Package brings together two of the best packages to streamline your R&D Processes, increase innovation and access the best R&D Tax Incentive in the world for the maximum benefits.
We can’t wait to get started with you. We want to learn about what you do and help you optimise your R&D Processes for maximum efficiency, accelerate your innovation and safely claim the R&D Tax Incentive benefits.
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TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record Keeping
- Feedback on potential claim improvement
PERFECT COMPLIMENT TO A TEMPLATE PACK
- Add to your Template to learn how to optimise your R&D Processes
- Add before or after your template purchase
Explore Online Training Options
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TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Review your current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
PERFECT COMPLEMENT TO A TEMPLATE PACK
- Add to your Template to learn how to optimise your R&D Processes
- Add before or after your template purchase
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BASIC SUPPORT
- Phone & Zoom Support
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
GUIDED COACHING
- Coaching and monitoring to keep you on track
- Check the preparation of documents for critical meetings
- Monitor key Technical Committee meetings
- Confirm documents are updated post meetings
EMPOWERED COACHING
- Done-for-you documentation preparation for R&D Projects
- Attend/Conduct Technical Committee meetings
- Work with Finance/Accounting to generate Cost Tracking Reports
- Monitoring progress and updating documents as needed
- Checking that all required records are complete
- Refine the R&D manual periodically with process improvements
Coaching and Support - Monthly Coaching and Support ServicesEmpowered Coaching and Support
Enquire now P.O.A. -
BASIC SUPPORT
- Phone & Zoom Support
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
GUIDED COACHING
- Coaching and monitoring to keep you on track
- Check the preparation of documents for critical meetings
- Monitor key Technical Committee meetings
- Confirm documents are updated post meetings
- 9 hours of coaching
Coaching and Support - Monthly Coaching and Support ServicesGuided Coaching & Support
$1,750.00 incl GST Add to cart -
BASIC SUPPORT
- Phone & Zoom Support
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
- 3 hours of coaching
Coaching and Support - Monthly Coaching and Support ServicesFlexible Coaching & Support
$650.00 incl GST Add to cart -
TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS WORKSHOP AND GAP ANALYSIS REPORT
- Review Product Strategy Records
- Review Project Planning Records
- Review Eligibility Criteria Records
- Review Experiment Planning/Results
- Review previous Claims
- Review Core Activity cost tracking
- Review Supporting cost tracking
- Provide a Gap Analysis Report
- R&D Tax Information Session.
R&D PROCESS WORKSHOP AND R&D MANUAL
- Develop an R&D Business Process Manual
- R&D Manual ready for implementation
- Tailored R&D Templates ready for use
- R&D Manual Review workshop
- Summary for departments of processed
- Need updating or adopt new templates
- Recommend automation and tools
R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
- How to use the R&D Dashboard
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
EASY TO USE TEMPLATES
- All Templates contain detailed instructions for completing them
- References to online resources
ESSENTIAL TEMPLATES
- 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.
ADDITIONAL TEMPLATES
- 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.
OPTIONAL COACHING & ASSISTANCE
- Assistance is available on an hourly basis. Please enquire at info@softlogicsolutions.com.au
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TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP
- Discuss current Record-Keeping
- Understand records information flow
- Documentation applicable to each sector
- Discuss 6-steps to improve Record-Keeping
- Feedback on potential claim improvement
RECORDS WORKSHOP AND GAP ANALYSIS REPORT
- Review Product Strategy Records
- Review Project Planning Records
- Review Eligibility Criteria Records
- Review Experiment Planning/Results
- Review previous Claims
- Review Core Activity cost tracking
- Review Supporting cost tracking
- Provide a Gap Analysis Report
- R&D Tax Information Session.
R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
- How to use the R&D Dashboard
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
EASY TO USE TEMPLATES
- All Templates contain detailed instructions for completing them
- References to online resources
ESSENTIAL TEMPLATES
- 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.
OPTIONAL COACHING & ASSISTANCE
- Assistance is available on an hourly basis. Please enquire at info@softlogicsolutions.com.au
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R&D TAX TEMPLATE USER MANUAL
- How to use the templates
- How to conduct R&D Review Meetings
6-STEP R&D TAX PROCESS FRAMEWORK
- Framework eBook provided
- R&D Tax Implementation Checklist
ABUNDANT 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.
ESSENTIAL TEMPLATES
- 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.
Note: We recommend the Diagnostic Workshop prior to using the Template Pack
Coaching & Support are available, explore more options.