Activity mapping
Identify the technical objective, unknown outcome, hypothesis, experiments and supporting work before turning activity into claim language.
The Australian R&D Tax Incentive is self-assessed. A useful R&D adviser should help a business distinguish genuine experimental activities from ordinary commercial development, create contemporaneous evidence and connect technical activity to expenditure without inventing eligibility after the fact.
Canberra has a high concentration of government-facing, technology, research and professional-services businesses. Procurement cycles, specialist labour and project-based revenue can make evidence quality, pipeline visibility and working-capital planning especially important.
The service is national, but the business model, sector, customer base, project cycle and cash-flow pattern are local to the company. The review is built around those facts.
Identify the technical objective, unknown outcome, hypothesis, experiments and supporting work before turning activity into claim language.
Capture plans, tests, results, iterations, failures, technical decisions and supporting records as the work occurs.
Connect eligible activity to time, contractors, materials and other expenditure using a defensible method.
Technical, accounting and tax roles should align without one discipline manufacturing evidence for another.
Start with the exact problem facing the Canberra business, the amount or workflow involved and the decision deadline.
Bring current source documents, management information and a chronology so the review is based on facts rather than recollection.
Test cost, timing, downside, regulatory boundaries and operational impact before choosing a provider, product or implementation path.
Assign an owner, milestones and reporting so the solution remains part of the operating system rather than a one-off transaction.
Canberra has a high concentration of government-facing, technology, research and professional-services businesses. Procurement cycles, specialist labour and project-based revenue can make evidence quality, pipeline visibility and working-capital planning especially important.
Relevant sectors in the local economy include government suppliers, technology, cybersecurity, professional services, research, education and consulting. That matters because finance cycles, technical development, staffing, customer concentration and automation opportunities can look very different from one sector to another.
Daniel Roberts does not claim a physical office in Canberra on this page. Work is delivered nationally, with appropriately qualified or authorised specialists involved where tax, legal, insolvency, credit or financial-product advice is required.
Official Australian Government program guidance covering the R&D Tax Incentive, registration and eligibility framework.
ACT Government guidance, grants, support and tools for Canberra businesses.
Official Australian Government program guidance covering the R&D Tax Incentive, registration and eligibility framework.
Open national primary guidance →ACT Government guidance, grants, support and tools for Canberra businesses.
Open Canberra / ACT business resource →The useful role is to help structure the eligibility assessment, activity narrative, evidence and expenditure linkage while working with technical and tax professionals. The adviser should not manufacture facts or guarantee an outcome.
No. Some software work may satisfy the statutory criteria, while routine development, configuration or known engineering may not. Eligibility depends on the actual activities and evidence.
As the work happens. Contemporaneous records are substantially stronger than reconstructing hypotheses, tests and results at year end.
The first review is designed to identify the commercial objective, the evidence already available, the missing information and the practical next step. It is not a promise of approval, eligibility, funding or a particular professional outcome.