Substituted accounting period

If you have a substituted accounting period with a registration deadline before 1 July 2021 you must use the existing smartform.

Read more about Smartform applications for substituted accounting periods.

R&D Tax Incentive customer portal now available

The R&D Tax Incentive has an updated application process. You're now able to draft your application using our R&D Tax Incentive customer portal. The new portal provides you:

  • improved security
  • ability to view the status of your application in real time
  • indicators of approaching deadlines.

There are also new questions, that make it clear on how you address eligibility criteria in your application.

The portal is now available for you to draft your application for registration. However, you'll not be able to submit your application until 5 July 2021. This is when the portal goes live.

Due to migrating data for the portal, you'll not be able to submit any applications between 1 July 2021 to 4 July 2021. We apologise for any inconvenience this short delay may cause.

Find out more about the customer portal and the updated registration questions.

How to login to the customer portal

To be able log into the R&DTI customer portal, you must be authorised. How to do this depends on your relationship to the applicant company.

We’ve produced guidance for each of the following:

R&D Tax Incentive pre-registration checklist

Before you start drafting, check your application is eligible by reading our pre-registration checklist.

Start a draft application for R&D Tax Incentive now

Use our R&D Tax Incentive customer portal to draft an application for registration of your R&D activities.

Smartform application for substituted accounting periods

If your substituted accounting period closes between July and August 2020, you can still apply now using the existing smartform process until 30 June 2021.

You should download the smartform application each time you apply. The latest form may have new fields. You can pre-fill the form with data from your last application.

After 30 June 2021 you won't be able submit a smartform application. You'll need to complete and submit your application using the new customer portal instead.

Apply for the R&D Tax Incentive now

Use the application smartform to apply for registration of your R&D activities for the R&D Tax Incentive.