R&D Tax Incentive - Eligibility Check
RDTI Eligibility Form
Business Background
Business Name
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What is your business structure?
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Sole trader
Partnership
Company (Pty Ltd / Ltd)
Trust
Other / Not sure
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Which industry best describes your business?
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Manufacturing
Technology / Software
Food & Beverage
Agriculture / Agtech
Medtech / Biotech
Energy / Cleantech
Construction / Materials
Other
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R&D Activity Overview
What was your R&D primarily focused on developing or improving? (select all that apply)
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Software or digital product (apps, platforms, internal systems)
Data, algorithms, or AI systems
Physical or tangible product (device, equipment, component, prototype)
Consumer product (FMCG, food, beverage, skincare, household goods)
Manufacturing or production process
Automation or machinery
Materials or formulations
Other
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Which activities best describe the work undertaken? (select all that apply)
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Systematic experimentation or testing
Prototyping or pilot builds
Iterative development with failed or inconclusive attempts
Modelling, simulations, or controlled trials
Scaling or translating pilot results into production
None of the above
Did the work involve attempting to solve a technical problem where the outcome was not known or obvious in advance?
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Yes
No
Unsure
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Where were the R&D activities primarily undertaken?
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Australia only
Mostly Australia
Australia and overseas
Overseas only
Which R&D-related costs were incurred? (select all that apply)
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Employee or contractor time
Prototypes, materials, or trial runs
Software development costs
Testing and validation
External technical consultants
Patent searches
Overheads
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What was the approximate R&D expenditure for the relevant year?
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Less than $20k
$20 - $100k
$100 - $500k
More than $500k
Unsure
The R&D Tax Incentive requires contemporaneous records to substantiate eligible activities and expenditure. Which best describes your current documentation position?
We have maintained structured R&D records (e.g. project plans, technical notes, testing results, version history, time records)
We have some documentation, but it is incomplete or informal (e.g. emails, notes, files)
We have minimal or no documentation retained
Unsure
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High-Level Description of Activities
In one or two sentences, what technical problem were you trying to solve and how did you approach it?
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Contact Information
Contact name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: 0000 000 000.
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State/Territory
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ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Please verify that you are human
*
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