FREE GUIDE · R&D TAX INCENTIVE

R&D Claim Readiness Kit

Most R&D Tax Incentive issues come down to documentation, not eligibility. This guide walks you through exactly what to have on file and when, so your claim is solid before you lodge.

What's inside:

  • The 4 Pillars of a bulletproof R&D claim
  • Pre-lodgement documentation checklist
  • The right record for every situation, by document type
  • 6 red flags that trigger ATO and AusIndustry reviews
  • Year-end action timeline, April through October

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- Inside the Kit

Built from nearly a decade of real R&D claims.

1. The 4 Pillars Framework

Eligible activities, eligible expenditure, technical uncertainty, and contemporaneous records. What each one means and how to satisfy all four.

2. Pre-Lodgement Checklist

Every document to have on file before your claim goes in, in plain English, with why each one matters to reviewers.

3. Documentation by Situation

The right record for every scenario, from software development and experiments to contractor invoices and associate payments.

4. 6 Red Flags to Avoid

The claim patterns that show up in almost every review, and exactly how to keep clear of them from day one.

5. Year-End Action Timeline

What to do from April through October, so nothing is left to scramble over at lodgement time.

Most R&D issues come down to documentation, not eligibility.

AusIndustry and the ATO don't ask whether your work felt experimental. They ask what you can show. Records kept as you go are the difference between a claim that sails through and one that gets pulled apart months later.

This guide is the same documentation framework we use with clients on real claims. No theory, no padding.

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This guide is for you if…

  • You're planning to lodge an R&D claim this year and want it airtight before it goes in
  • You've claimed before but never felt confident your records would hold up
  • You're a founder, not an accountant, and want this explained in plain English
  • You want to know what to keep before year-end, not scramble at lodgement

- What Our Clients Say

★★★★★

“Debora and her team are awesome. I literally trust her to do the best for myself and my company. I would not look anywhere else for R&D.”

SB

Stewart Briggs

Founder · Acceleration Australia

★★★★★

“Granton helped my business draft and submit an application for the R&D Tax Incentive. I cannot recommend them high enough. Meticulously planned and super responsive throughout.”

MN

Madhav Nath

Founder · Stratwell Labs

★★★★★

“We have been through the R&D incentive program with Granton twice now and both times we have been really impressed, not only by the quality of their work but their ability to understand our activities.”

RB

RB Brown

Founder

G5.0★★★★★Google Rating

Get Your Claim Ready. Download the Kit Today.

Free, straight to your inbox. Everything you need to walk into lodgement with your documentation sorted.

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