R&D Tax Incentive customer portal help and support

As a principal authority of a company, you can authorise access to the customer portal for yourself or anyone else. To do this, you must first link your myID to your company’s ABN by performing the following steps:

1. Set up your myID.
2. Link your myID to your company’s ABN.
3. Log in to the Australian Taxation Office’s Relationship Authorisation Manager (RAM) and authorise yourself to act on behalf of your business in the R&DTI customer portal. You can also nominate someone to act as an authorisation administrator.

You can find additional help and support on the RAM help page.

The principal authority or authorisation administrator for your company can authorise staff to access the customer portal as an authorised user. To do this:

1. Request the staff member to set up their myID.
2. Ask the staff member for their full name as used for their myID, as well as their preferred email address for the access code.
3. Log in to the Australian Taxation Office’s Relationship Authorisation Manager (RAM) and authorise the staff member's personal myID to work on behalf of your company. See set up authorisations and manage authorisations for more details.
4. The staff member will receive an authorisation code which they need to activate in RAM within 7 days. Once activated they will be able to log in to the R&DTI customer portal.

You can find additional help and support on the RAM help page.

The principal authority or authorisation administrator for your company can authorise an individual tax agent or R&D consultant to access the customer portal as an authorised user. To do this:

1. Request the individual tax agent or R&D consultant to set up their myID.
2. Ask the individual tax agent or R&D consultant for their full name as used for their myID, as well as their preferred email address for the access code.
3. Log in to the Australian Taxation Office’s Relationship Authorisation Manager (RAM) and authorise the individual tax agent or R&D consultant to work on behalf of you company. See set up authorisations and manage authorisations for more details.
4. The individual tax agent or R&D consultant will receive an authorisation code which they need to activate in RAM within 7 days. Once activated they will be able to log in to the R&DTI customer portal.

If no one else has been linked to your company before, the principal authority will need to get portal access first.

You can find additional help and support on the RAM help page.

The principal authority of your company can authorise access for a tax agency or R&D consultancy within the R&DTI customer portal.

1. Log in to the R&DTI customer portal.
2. Select the 'Manage access' option on the 'Manage your applications' dashboard.
3. Select 'Add new authorisation' on the 'Manage Access' screen, under the 'Business authorisations' heading.
4. Enter the ABN for the tax agency or R&D consultancy you want to authorise.
5. Select 'Tax professional' as the relationship.
6. Enter the start and end dates for the authorisation period. Note the start date cannot be back dated and the maximum period an authorisation can last is 3 years.
7. Select 'Add authorisation' and the tax agency or R&D consultancy will now be able to log in to the R&DTI customer portal.

If no one else has been linked to your company before, the principal authority will need to get portal access first.

Some fields in your R&DTI application will pre-fill, but only if your draft application is created after a previous application has been submitted through the portal.

Pre-filled fields include:

• company details
• contact details
• projects and activities (descriptions of the activities conducted will need to be completed).

The portal only pre-fills projects and activities that have an end date in, or after, the income period that you are applying for. If your projects/activities extend beyond previously submitted dates, you will need to update their names.

There are character limits for the project and activity sections in the R&DTI application form. Character limits are shown at the bottom right corner of the text fields. Some fields also have a minimum number of characters. The character limit includes spaces and line breaks. As you enter text the character count is updated.

For a complete list of character limits see the guidance on application questions.

You can download a PDF copy of your draft application at any time. To do so, go to the ‘Manage your applications’ dashboard, select the three dots to the right of the application and select ‘Download draft to PDF'.

The portal allows you to request an extension of time to submit your application.

Once a draft application is created in the portal, the due date will be displayed. If an extension of time is required on a draft application, go to the customer portal dashboard and select the 3 dots to the right of the application. Select the ‘Request extension’ option from the drop-down menu, fill in the details and submit your request.

Further information on extensions can be found on the Request an extension or variation on your R&DTI application page.

Make sure you create your application under the correct financial year on the ‘Manage your applications’ dashboard.

If you submit under the wrong financial year, you will need to withdraw and re-submit your application. You will then need to re-enter the details in the description fields for core and supporting activities.

You do not need to complete your application all at once. However, you must complete and save all mandatory fields before you can enter data into other sections.

Once the mandatory sections have a green tick, you can then enter data into other sections of the form. You can edit all sections of the application before you submit except for the financial year.

If you leave your portal page open and inactive for 60 minutes or more you will be automatically logged out and any unsaved data will be lost.

The portal allows you to request a variation on your R&D activities.

If a variation is required after an application is submitted, go to the customer portal dashboard and select the 3 dots to the right of the application. Select the ‘Request to vary’ option from the drop-down menu, fill in the details and submit your request.

Further information on variations can be found on the Request an extension or variation on your R&DTI application page.

The portal allows you to withdraw your application.

To request a withdrawal of your application, go to the customer portal dashboard and select the 3 dots to the right of the application. Select the ‘Withdraw application’ option from the drop-down menu, fill in the details and submit your request.