Automate your R&D tax evidence. Secure your claim as you build.

Why Dossio — the evidence layer is the product

Keeping an expert in the loop is the floor, not the difference. The difference is where the evidence comes from, the regime it's built for, and who owns it.

Every R&D industry — not just software

Manufacturing, construction, mining, agriculture, life sciences and software. Evidence is captured from how your teams actually work — not only from code repositories.

Built for Australian rules

Aligned to Division 355 and the AusIndustry/ATO regime, and ready for the post-Denholm shift where core-activity precision decides the claim. Built in Australia; your data stays in Sydney.

Audit-ready at the point of work

Evidence is structured and time-stamped as the work happens, not reconstructed at year-end. You own it, you export it, you can defend it.

Evidence assembles from the systems you already use: Xero and Jira today, ServiceM8 in pilot, MYOB on the roadmap.

Why this matters now

A multi-billion-dollar incentive, still assembled by hand — and most eligible businesses opt out entirely.

• 43.5% — refundable cash offset for companies under $20M turnover.
• $16.7B — of R&D expenditure ran through the incentive in FY23–24 (ATO).
• 86% — of claimants pay advisers to assemble claims by hand (Denholm review).
• ~13,500 — businesses claim each year; thousands more qualify but opt out.

You're probably doing eligible R&D. You're almost certainly not capturing it.

R&D appears in every industry

R&D isn't confined to lab coats. If you are solving complex technical problems, building software, iterating manufacturing processes, or developing new products where the outcome isn't known in advance, you may be entitled to a refundable offset of up to 43.5%.

The retrospective crackdown

Building a claim retrospectively creates immense audit risk. The ATO is actively scrutinising year-end guesswork, and failing to document your experimental activities day-by-day can undermine your offset.

The 2028 deadline is already set

From 1 July 2028, expenditure on 'supporting activities' stops being eligible. Claims will stand or fall on precise core-activity classification backed by contemporaneous evidence — the records you keep while the work happens, not the ones you reconstruct at year-end. The infrastructure of how you claim has to change before then.

From year-end panic to audit-ready confidence.

Retrospective guesswork — the old way

• Scattered data — project data is buried across Slack, local drives, and Git history.
• The EOFY scramble — reconstructing project timelines and guessing hours from memory.
• Audit fear — under-claiming out of fear of a brutal ATO review.
• Consultant bottlenecks — advisers spending weeks digging through old data.

Automated contemporaneous capture — Dossio

• Native tracking — technical activity captured in your background workflow and structured automatically.
• Continuous capture — real-time logging turns daily milestones into contemporaneous evidence as you work.
• Adviser-ready records — timestamped, classified records give your adviser the evidence behind every line of the claim.
• Adviser ready — clean, structured technical data connected to your adviser.

How it works: Capture. Classify. Claim.

Capture — log R&D as the work happens

Engineers log R&D as the work happens — hypothesis, experiment, outcome, and hours in a Work Log tied to each project. Structured, time-stamped, and mapped to ATO activity categories. No retrospective reconstruction.

Classify — every dollar mapped to Division 355

R&D Spend Autopilot maps every dollar of expenditure to Division 355. A deterministic rule engine makes the call; the AI narrates the reasoning. Every classification lands as a DRAFT until a registered adviser approves or overrides it.

Claim — a Claim Pack, not a year-end scramble

Approved evidence assembles into a Claim Pack — activity narrative, expenditure schedule, and a complete audit trail in a single export. Generated, not reconstructed. Every line traces back to its evidence.

AI does the evidence. A registered adviser signs off.

The Denholm review found 86% of claimants pay intermediaries to navigate the RDTI. Dossio is the transition: software does the assembly, your adviser keeps the judgement — and the fee drops because the hours did.

Software captures

Evidence assembles from the work you already do — structured, time-stamped, and mapped to Division 355 categories.

AI structures — as draft

Rules classify the spend and the AI explains it. Every narrative and classification is flagged DRAFT, with a full audit trail on each output.

A registered adviser signs off

Your adviser reviews, resolves the flags, and approves. Nothing reaches a claim without expert sign-off — at oversight prices, not paperwork prices.

What counts: the line between R&D and ordinary good work.

The test is not how hard the work was. It is whether the outcome could have been known in advance, and whether you can show the method you used to find out.

Typically eligible

• Experimental work with an outcome a competent professional could not determine in advance
• Systematic progression: hypothesis → experiment → observation → evaluation → conclusion
• Generating new technical knowledge — not just applying existing knowledge
• Technical uncertainty as the driver — not just commercial uncertainty
• Supporting activities that directly enable a core R&D experiment (dominant purpose test)
• Failed experiments — the ATO does not require success, only systematic methodology
• Developing novel algorithms, materials, processes, or devices
• Work documented contemporaneously — notes, logs, photos, commits, test data

Typically not eligible

• Market research, consumer surveys, or sales campaigns
• Routine testing and quality control against existing standards
• Software developed primarily for internal admin use (CRM, ERP, accounting systems)
• Reproducing or reverse-engineering an existing product or process
• Compliance with standards, regulations, or legal requirements
• Management studies or general efficiency surveys
• Commercial, legal, or admin aspects of patenting or licensing
• Mass production or routine manufacturing once a process is established

General education, not advice. Whether specific activities qualify is determined with a registered R&D tax adviser.

The core opportunity: $183 Billion

Of R&D expenditure has run through the incentive since 2012–13 — an average of $15.2B every year. The vast majority of those claims are painstakingly reconstructed after the fact, leaving companies completely exposed to regulatory reviews. When the rules change, that approach stops working.

For Australian companies under $20M turnover, eligible activities receive a refundable tax offset of 43.5 cents per dollar. Try the offset estimator.

Frequently asked questions

Does Dossio replace my R&D adviser?

No — Dossio is built around adviser sign-off. The platform assembles evidence and drafts structure; a registered adviser reviews, resolves flags, and approves before anything reaches a claim. What changes is the hours your adviser bills for assembly, not whether you have one.

Why are advisory fees lower with Dossio?

Because the time-consuming work — collecting evidence, structuring records, drafting narratives — is automated. Your adviser prices judgement and oversight instead of paperwork. Same expert accountability, fewer billable hours behind it.

Is AI-generated content safe to put in a tax claim?

Rules classify the spend; your adviser makes the call. Every AI output is flagged DRAFT until a registered adviser approves it, each AI call is logged with a full audit trail, and the AI can be switched off instantly. Nothing is self-lodging.

How does Dossio charge?

Fixed SaaS tiers based on capacity — never a percentage of your refund or offset. Contingent pricing is how the old model worked; it is also what ATO promoter rules (Division 290) are designed to police.

What do the Denholm review and the 2028 changes mean for my claim?

The Strategic Examination of R&D (final report, March 2026) recommended an overhaul of the RDTI, and from 1 July 2028 'supporting activities' expenditure loses eligibility. Claims will increasingly stand on precise core-activity classification backed by contemporaneous evidence — which is exactly what Dossio captures as you work.

Where is my data?

Sydney, Australia (ap-southeast-2), encrypted in transit and at rest, with tenant isolation enforced at the database layer. Our AI providers are contractually prohibited from training on your data.

What does Dossio connect to?

Xero and Jira today, with ServiceM8 in pilot and MYOB and more on the roadmap — evidence assembles from the systems you already use.

Is my Dossio subscription claimable R&D expenditure?

Software costs can form part of eligible R&D expenditure where they relate to eligible activities — but eligibility is fact-specific. Ask your adviser; Dossio does not provide eligibility advice.