BridgePoint Group

R&D Tax Incentive

Eligibility
Checklist

Find out if your business qualifies for the R&D Tax Incentive in just a few steps.

Over 70% of eligible businesses don't claim the R&D Tax Incentive because they don't think they qualify.

Most businesses assume R&D means white coats and prototypes. It doesn't.

For the Australian Government, R&D means:

Solving problems

Trying new approaches

Improving efficiency

Making things better

If your business has engaged in any of these activities, you may be eligible to recoup up to 43.5% of your expenditure.

Step 1 of 5

Initial Qualification

Are you a Pty Ltd
or a Ltd Company?

Step 2 of 5

Confirm your R&D activities are eligible

To claim the R&D Tax Incentive, you need at least one core R&D activity and they must:

Involve experimentation based on a hypothesis.

Aim to generate new knowledge – about services, products, materials, devices, or processes.

Have outcomes that can't be known in advance.

Have you checked any of the boxes above?

Step 3 of 5

Meet the minimum spend requirement

$20,000+

Your total eligible R&D expenditure must exceed $20,000 per income year.

Have you spent more than $20,000 in R&D?

Good news!

Based on your answers, you're eligible to claim the R&DTI.

Step 4 of 5

R&D Tax Incentive Application

Keep documents that show:

What you tested, when, and why.

The outcomes of experiments.

Costs, invoices, and staff time linked to R&D.

Here’s the part most businesses skip. The R&D Tax Incentive is self-assessed, which means you must keep evidence that your work qualifies.

Do you have all the records you need?

Step 5 of 5

Why expert help matters

The benefits of partnering with
an R&D Tax Incentive expert:

Identify which activities genuinely qualify.

Comprehensive financial analysis to capture all relevant activities and expenses.

Prevent errors to avoid refund delays or fines.

Legitimately maximising your claim.

Reducing timeframes, costs and resources.

Are you partnering with an R&D expert?

We have extensive experience in securing R&D Tax Incentives for our clients.

Why partner with us:

$250M+

R&D expenditure claimed

1,000+

claims

4 weeks

turnaround

Cross-industry

expertise

Success-based approach.

You only pay once your claim is approved.

Fee options: fixed fee or a percentage of benefit.

Effective process to legitimately maximise your returns.

We stand by our results because we only lodge claims that are technically robust and fully compliant with tax law.

Lodgements close on 30 April.

Alan Baghdasarayan

Alan Baghdasarayan

Government Grants & Incentives Director

Book a Free Consultation

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