• R&D Tax Incentive - Eligibility Check

  • Business Background

  • What is your business structure?*
  • Which industry best describes your business?*

  • R&D Activity Overview

  • What was your R&D primarily focused on developing or improving? (select all that apply)*
  • Which activities best describe the work undertaken? (select all that apply)*
  • Did the work involve attempting to solve a technical problem where the outcome was not known or obvious in advance?*
  • Where were the R&D activities primarily undertaken?*

  • If you intend to include overseas R&D activities as part of your claim, an application for an overseas finding must be submitted prior to the end of the relevant income year.

    In order for overseas R&D to be eligible it must meet the following criteria:

    • The overseas activity must qualify as eligible R&D
    • The overseas component must be a necessary because the activity cannot be conducted in Australia
    • The overseas activity must be directly connected to Australian R&D
    • Australian R&D Expenditure must exceed overseas expenditure
  • Which R&D-related costs were incurred? (select all that apply)*
  • What was the approximate R&D expenditure for the relevant year?*

  • Please note: To be eligible to claim the R&D Tax Incentive you must incur at least $20,000 of eligible R&D expenditure* during the relevant income year.

    *Subject to limited exceptions

  • The R&D Tax Incentive requires contemporaneous records to substantiate eligible activities and expenditure. Which best describes your current documentation position?

  • High-Level Description of Activities

  • Contact Information

  • Format: 0000 000 000.

  • State/Territory*
  • Should be Empty: