Request for Copies of R&D Claims Made

Description

The Request for Copies of R&D Claims Made Template is built exclusively for Australian accounting and taxation professionals who need a fast, regulator-ready way to obtain a client’s historical R&D Tax Incentive claim packs. It standardises your ask, references the right frameworks (AASB 138, AASB 1054, APES 110, ATO and DISR/AusIndustry guidance), and spells out exactly what’s required and why—so you can validate eligibility, prepare accurate filings, support audits/objections, and plan forward with confidence within your own practice.
Best features & benefits
• Customisable via easy-to-use merge fields (entity, periods covered, purpose of review, deadline) for rapid personalisation and consistent branding.
• Comprehensively researched for best practice—aligns with AASB 138 (Intangible Assets), AASB 1054 (Australian Additional Disclosures), APES 110 Code of Ethics, ATO record-keeping, and DISR/AusIndustry R&D guidance; optional support references to CPA Australia resources.
• Includes relevant citations to industry and governmental regulatory bodies—explicit links to ATO and DISR guidance embedded where appropriate to reinforce a standards-aligned request.
• Precise evidence checklist—prior R&D claims, ATO/DISR correspondence and assessments, AusIndustry registrations/project descriptions, eligible expenditure calculations, Advance/Overseas Findings, staff timesheets, invoices/lab notes, third-party provider details, and apportionment methodology between core and supporting activities.
• Clear submission options & timelines—secure email (PDF), client portal/cloud upload, or postal delivery, with a firm due date to keep compliance workflows on track.
• Privacy & confidentiality safeguards—handling under the Privacy Act 1988 (Cth) and APPs, with professional confidentiality commitments.
• Client support pathway—optional assistance to retrieve documents via ATO and R&D portals (with written authority), reducing delays for time-poor clients.
• Plain-English, client-friendly tone—minimises confusion and lowers the number of clarification emails.
• Reusable and scalable—a consistent, premium format you can deploy across annual claims clean-ups, onboarding, lender packs, and due-diligence requests with minimal edits—within your own organisation only.
Conclusion
This template is a time-saving, informative, process-streamlining tool for Australian accounting professionals. By combining regulator citations, a thorough documentation checklist, secure delivery options, and defined timelines, it helps you collect complete R&D evidence the first time—reducing rework, accelerating analysis, and strengthening compliance files. Because it’s reusable, your firm can rely on it not just once but every time you onboard a new client or revisit historic R&D positions—delivering consistency, credibility, and speed across engagements within your licensed practice.