How Easy Is It To Claim?

Making an R&D tax claim always follows three steps:

1. Assess eligibility of your business and project(s)

2. Add up your expenses and lodge your R&D Application Form with AusIndustry within 10 months of your financial year end.

3. Lodge your Company Tax Return including your R&D Tax Schedule to claim your cheque from the ATO

You can complete the three steps yourself using our online tools, or you can get an R&D consultant to help you or you can do a bit of both, ie some yourself and some with consultant help. Our tools are designed to be used with or without consultants. You will also need to work with your accountant to let them know you will claim as they will need to do Step 3 for you.

Using R&D Tax Claim Tools

Assessing eligibility is most easily and quickly done using our FREE R&D Eligibility Wizard. With easy yes/no questions, it covers the essential pages of tax legislation and you will know your eligibility in just a few minutes.

For your R&D Application Form, use our award-winning R&D Application Wizard. In one step you will be able to confirm eligibility and complete your R&D Application Form which will be emailed to you for lodgement with AusIndustry. Easy questions backed up by expert tips and advice make this form a breeze.

Using R&D Tax Consultants

Using an R&D Tax Consultant can be a great source of experience and confidence. You can completely outsource your R&D claim or you can get your R&D Tax Consultant to review parts that you have completed yourself. Please email us on info@smarttax.com.au to find an R&D Tax Consultant in your area.

Click on PRODUCTS to access the Templates and Wizards.

How do I get started?