R&D Eligibility Check
1 of 9. What best describes the work you’re doing?
*
Building new software (app, platform, SaaS)
Improving existing software (features, performance, scaling)
Building or improving a physical product (hardware, device, prototype)
Improving a process (manufacturing, operations, automation)
A mix of the above / not sure
R&D Eligibility Check
2 of 9. Did you need to test different approaches to figure out what would work?
*
Yes – we tested a few approaches and recorded what happened
Yes – we tested a bit, but it wasn’t really recorded
Not really – it was mostly a known approach / standard build work
Not sure
R&D Eligibility Check
3 of 9. If someone asked for evidence of the testing, where would you point them?
*
Test results (logs, spreadsheets, reports, lab results)
Technical files (designs, drawings, code/version history)
Project documents or task notes (plans, tickets, meeting notes)
It’s mostly in conversations, not written down
Not sure
R&D Eligibility Check
4 of 9. About how much did you invest in this work over the last 12 months?
*
<$50k
$50k–$99k
$100k–$249k
$250k–$499k
$500k+
Not sure
R&D Eligibility Check
5 of 9. What are you looking for at this stage?
*
I want to DIY it and just need the right guidance
I want an audit-ready claim done properly (I’m happy to pay for help)
I’m not sure yet
R&D Eligibility Check
6 of 9. Who’s doing most of the hands-on build and testing?
*
Our in-house team (employees)
Contractors we manage day-to-day
A mix of the above
An agency or external development team
Not sure
R&D Eligibility Check
7 of 9. How soon do you want to make a call on this?
*
In the next 30 days
In the next 1–3 months
In the next 3–6 months
I’m just researching for now
R&D Eligibility Check
8 of 9. What are you trying to figure out right now?
*
Whether we’re actually eligible
Whether our work is “real R&D” or just normal development
How to do it properly (and avoid review issues)
Roughly what the rebate could look like
Not sure yet
R&D Eligibility Check
Want us to email you the right info pack for your situation?
*
Yes, email it to me
No thanks, back to the page
R&D Eligibility Check
Where do you want us to send the results?
Your name
*
Email
*