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)

Get the Free Guide


Inside the kit

Built from nearly a decade
of R&D claims

01

The 4 Pillars Framework

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

02

Pre-Lodgement Checklist

Seven categories of documentation, with plain-English explanations of what each needs to contain and why it matters to reviewers.

03

Documentation by Situation

Software dev, contractor work, associate payments, overseas R&D — what to keep for each scenario, and which carry the most risk if missed.

04

6 Red Flags to Avoid

The patterns that appear in almost every claim that ends up under review — and exactly how to avoid them from day one.

05

Year-End Action Timeline

What to do in April, May, June, August, and October — so you're never scrambling at lodgement time.

What clients say

Trusted by Australian
founders and innovators.

"Granton made a process I'd been putting off for years genuinely straightforward. We got our refund without any back-and-forth with the ATO."

Tech Startup Founder — QLD

"I'd used another consultant before and always felt like I was being kept in the dark. Granton told us exactly where we stood from day one — and we ended up with a significantly larger claim."

SaaS Founder — NSW

"They were honest about what was and wasn't eligible, helped us get the documentation right, and we lodged without any issues. Exactly what we needed."

Medtech Startup — VIC
Debora Kocak

Debora Kocak

Co-Founder — Granton

With almost 10 years in the grant space as both a lawyer and consultant, I've worked with startups of all sizes and industries. This kit is the documentation framework we use with every client — the same approach behind our 100% success rate and zero audits track record.

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