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Please complete the following R&D Project Substantiation Tracker to determine if you are eligible to claim R&D Tax in 2013.
If you are claiming for multiple projects you need to complete the survey for EACH project. There will be a link at the end of this survey that will allow you to begin again.
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Uses of Information
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| Project Number (optional): | | |
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| Estimated project commencement: (month/year) | | |
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| Estimated project completion: (month/year) | | |
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Eligibility
The following questions are designed to determine if your project is eligible under the new R&D Tax Incentive |
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| Are you trying to create a new, or improve an existing, product or process? |
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| Before you started work on the project, was there a possibility that you may not achieve the technical objectives? |
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| Have you planned out the project and worked out the time frame of completion? |
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| Is it based on engineering or science principles or 'know how'? |
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| Did you develop the intellectual property of the new development? |
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| Have you recorded the potential issues and recorded the potential level of failures? |
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| Are you aiming to exceed statutory requirements? |
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| Do you have any documentation to substantiate your project? These could include project plans, business plans, test reports, meeting file notes, photos or drawings of the project etc? |
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Substantiation
Your answers to the questions below will help provide the substantiation required for your R&D claim. |
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| What are the technical objectives of the project? | | |
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| What changes are you making to an existing process/ product? (ie What are the different parameters or variables? For example: features, cost effectiveness or quality) | | |
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| Where did the idea/ knowledge for the project come from? (ie Why did you think it would work?) | | |
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| How have you changed/ modified this project since you began? Why? | | |
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| Please describe any trials, testing or experiments you have carried out for the project this year. Outline why you conducted the experiment and what you have learned as a result (new knowledge). | | |
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| Please list the documentation that demonstrates that you have carried out these experiments. (Examples of documentation could include: internal emails, minutes of meetings, engineering drawings, photos of prototypes, trial reports etc) | | |
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| In what way could the project fail? Give three reasons: | | |
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| What technical challenges have you faced? | | |
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| Describe the major differences between this development and that of your closest competitor. | | |
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| Is this competitor an Australian company? |
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| Please do a Google search on the closest possible competitor product/ process in the market, regardless of how different it is to your own. Please note that 'nothing' or 'there isn't one' is not an adequate response. Please copy and paste the link for this search into the text box below. | | |
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