Information sessions


Guide to the R&D Tax Incentive

This session gives an overview of the eligibility requirements for the R&D Tax Incentive so you can determine if the program is right for your company.  

You'll learn about: 

  • tax rates that apply to small and large companies undertaking eligible R&D activities 
  • types of companies that can apply for the tax offset 
  • requirements for eligible R&D activities 
  • when you need to keep records 
  • how to apply 
  • where to get further guidance. 
 

R&D Tax Incentive Guide to Interpretation  

We'll walk you through our ‘Guide to Interpretation’ handbook which helps companies understand the requirements for claiming the R&D Tax Incentive and accurately self-assessing their eligibility. 

You'll learn about: 

  • the tax rates that apply to small and large companies undertaking eligible R&D activities 
  • the types of companies that can apply for the tax offset 
  • interpreting the legislative definition for eligible R&D activities 
  • the types of activities that are excluded from the program 
  • record keeping and reviews 
  • how to apply 
  • where to get further guidance. 

Guide to the R&DTI Customer Portal

As of July 2021, all applications for registration must be submitted online through the R&D Tax Incentive customer portal. 

In this session, you'll learn how to complete the authorisation process and login to the portal for the first time, including: 

  • establishing portal access for a principal authority 
  • authorising portal access for staff 
  • authorising an individual tax agent  
  • authorising a tax agency.

Engagement forums


R&DTI Roundtable

We work together with businesses, R&D advisers and industry to improve program administration. This includes the national R&D Tax Incentive Roundtable (the Roundtable) that brings together R&DTI key stakeholders' broad viewpoints and State Reference Groups (SRGs) to discuss operational matters that relate to the R&D Tax Incentive at state and territory level. 

Learn more about the R&DTI Roundtable.

State Reference Groups 

State Reference Groups (SRG) forum Roundtable outcomes with the tax agent community. 

Our forums provide an opportunity to discuss program administration at local and regional levels. 

Participants share experiences and discuss operational matters. We communicate common issues across SRGs to the Roundtable for national-level discussions. 

Learn more about State Reference Groups.