Step 3 — R&D Discovery
Tell us about your business.
Four quick questions about your business set the context for the per-project deep-dive that follows. You can change your answers at any point.
Q1. What does your business do?
Two or three plain-English sentences. This frames every question that follows.
0 wordsAim for at least 10 words
Q2. Which financial year are you claiming for — and is turnover above or below A$20M?
Turnover decides whether the offset is refundable cash or a non-refundable credit.
Q3. How much did your business spend on R&D activities — roughly?
A band is enough at this point. Your advisor will firm up the exact figure.
Q4. How many distinct R&D projects or work streams are you claiming for?
Enter a whole number between 1 and 8. We'll repeat the deep-dive for each one.
Where is the R&D work happening? Optional
Helps your advisor understand local conditions.
Has your business claimed an R&D tax offset before? Optional
No wrong answer — this just helps your advisor tailor their approach.
How long has this R&D work been going on? Optional
A rough sense is fine. This helps with planning.
Phase A — 4 questions still need an answer.