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R&D Tax Incentive Claim Preparation
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
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:
- 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
*Important Notice Regarding Our Scope of Services: Swanson Reed is an independent specialist R&D tax advisory firm. Our services are strictly limited to the technical assessment, documentation, and financial preparation of Research and Development (R&D) Tax Incentive claims. We do not provide general taxation advice, corporate tax structuring, entity formation services, asset protection, or broader financial management. Clients are advised to consult with their primary accountant or legal counsel for all general tax, structuring, and corporate compliance matters.
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News & Research
News & Research
News & ResearchIn the Federal Budget handed down on 12 May 2026, The Government proposed major structural changes to the R&D Tax Incentive (RDTI) proposed to commence on 1 July 2028. Proposed reforms announced in May 2026 include: Increasing the offset for […]
Publication of 2023-24 Report Data for Research and Development Tax Incentive entities
Reforms to the policy and administration of the R&D Tax Incentive (R&DTI) program were within Treasury Laws Amendment (A Tax Plan for the COVID-19 Economic Recovery) Act 2020 which led to the requirement to publish details of claimant data. The most recent release of […]
