Am I eligible for the R&D Tax Incentive?

Are you eligible to claim the R&D Tax Incentive? Complete this simple questionnaire to find out!

Are you a:(Required)

Hmmm...

Trusts are not eligible to apply for the R&D Tax Incentive. Generally, only Pty Ltd Companies are eligible - there are exceptions though! You might like to discuss this with your accountant.

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Sole Traders are not eligible to apply for the R&D Tax Incentive. Generally, only Pty Ltd Companies are eligible - there are exceptions though! You might like to discuss this with your accountant.

Hmmm...

Individuals are not eligible to apply for the R&D Tax Incentive. Generally, only Pty Ltd Companies are eligible - there are exceptions though! You might like to discuss this with your accountant.

Will you spend more than $20,000 on your R&D activities in one financial year?(Required)

Yes

No

Hmmm...

To be eligible, you need to spend more than $20,000 in one financial year (unless you are working with a registered Research Service Provider). You might like to come back to this questionnaire once you have spent over $20,000 in one year.

Are your R&D activities being undertaken in Australia?(Required)

Yes

No

Hmmm...

To be eligible, you must have core activities and expenditure undertaken within Australia.

You might like to come back to this questionnaire once you are undertaking R&D activities in Australia.

Is your innovation project based on scientific or engineering principles?(Required)

Yes

No

Hmmm...

Unfortunately, other types of research and development such as marketing, sales, sociology etc are not eligible.

You might like to come back to this questionnaire once you have eligible activities.

Are you creating a new or improved:(Required)

Product

Process

Service

Device

None of the above

Hmmm...

Sorry, your research and development must be a product, process, service or device to be eligible.

You might like to come back to this questionnaire once you have eligible activities.

Is there a risk your R&D project might not work, or have to be done differently than you are planning?(Required)

Yes

No

Hmmm...

Sorry, to be eligible, the outcome of your project cannot be certain or guaranteed.

You might like to come back to this questionnaire once you have eligible risk.

Are you keeping any records or documentation of your work and time?(Required)

Yes

No

Hmmm...

The program requires documentation to be kept to be eligible.

You might like to come back to this questionnaire once you have eligible documentation.

Looks like you might be eligible!

Let us know your contact details so we can further assess your eligibility.

Eligibility is a bit more complicated than what we can ask in a questionnaire, but we are happy to provide a FREE 30 minute consultation to confirm your eligibility and to discuss the program requirements. Should you require assistance to claim the Incentive, we can provide these services for a fee. There is no obligation to proceed after the initial consultation.

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