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R&D Template Package for SMEs

Our R&D Template Package includes a full range of compliance templates to help you prepare and substantiate your R&D Tax Claim:

1. R&D Project Assessment Template

2. R&D Calculations Template

3. Experiment Record Template

4. Literature Analysis Template

5. New Learnings Report Template

6. Substantiation Checklist

7. Technology Investigation Report Template

8. Evidence Register Template

Additional DescriptionMore Details

R&D Tax Incentive claims require good record keeping and our Templates will give you the guidance and information needed to record your projects and add up your eligible Notional R&D Deductions.
Our templates have received excellent feedback from AusIndustry during reviews and are constantly being reviewed to ensure they meet the highest standard for all users.

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R&D Templates for Accountants

R&D SmartTax is proud to offer Australia’s most comprehensive and up to date R&D template package for the R&D Tax Incentive program.

Australian accountants and tax advisers can download professional templates for the preparation of R&D Tax Incentive Claims. These templates include full checklists and workpapers to collate and prepare R&D Tax Incentive claims. Included is also the valuable advisory template of the R&D Procedure Manual to help you and your clients to structure, plan and commercialise R&D projects.

The R&D Template Package for Accountants includes:

  • Accountant R&D Tax Incentive Claim Checklist
  • Substantiation Checklist
  • Evidence Register
  • R&D Procedure Manual
  • R&D Project Assessment Template
  • R&D Activity Checklist
  • R&D Literature and Competitor Analysis Templates
  • R&D Calculations Workpapers including Benefit Calculator and Labels for the Company Tax Return
  • Experiment and Technology Investigation Report Templates
  • New Learnings Report Template
  • On Own Behalf Checklist and Workpapers

The R&D Templates can be purchased as stand alone items or in conjunction with Training for a complete R&D Capability Service. Please enquire about the R&D Capability Service at [email protected].

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