R&D Tax Incentive Claim Preparation

The preparation of an R&D tax incentive claim involves the:

  • collation and analysis of technical information;
  • preparation of formal government documents and additional technical documentation;
  • utilisation of detailed accounting methodologies; and
  • application of the R&D tax legislation and AusIndustry and ATO administrative processes.

How can we help?

With offices nationwide, Swanson Reed manages all facets of the R&D tax incentive  claim preparation process including:

  • assistance with the identification of eligible R&D activities to be included in the claim
  • assistance with the technical scoping of these projects
  • preparation/update of R&D substantiation documentation
  • collation of eligible R&D expenditure for inclusion within R&D Tax Schedule and R&D Applications
  • preparation and lodgement of the Application for Registration of R&D Activities
  • calculation of the Tax Offset attributable to the R&D activities
  • preparation and finalisation of the R&D Tax Schedule
  • provision of a claim summary letter
  • advice relating to an AusIndustry review or ATO audit

Calculate your Benefit

R&D claim tax-calculator

Why choose Swanson Reed?

  • We care about price –  Our fees are the most competitive in the market
  • We care about risk  We’re one of the most, if not, the most conservative R&D tax providers in the market
  • We are here to stay – We’re Australia’s largest specialist R&D tax firm and we have a long-term outlook

Risk Management Policy

We treat client confidentiality and client tax risk seriously:ISO 31000:2009 Risk Management Standard Certification

  • We are certified to the  ISO31000:2009 Risk Management standard
  • All claims prepared by Swanson Reed undergo a six eye review
  • All claims undergo a technical review involving an engineer or scientist
  • Our tax risk and general risk management policies and processes are independently reviewed each year

Are you eligible for an R&D tax incentive? Find out here