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R&D Tax Incentive customer portal help and support
View a walk-through of the customer portal
Our video on how to register your R&D activities for the R&D Tax Incentive takes you step-by-step through the registration process. It’s designed to make using the portal easier, faster and more efficient. The video uses software-specific examples but the process to register your R&D activities is the same no matter which sector you are in. We recommend viewing this video well before your registration deadline, especially if registering for the first time.
The video has chapters that you can refer back to as you progress through your application. Use the video progress bar, or click the bolded headings in the transcript to find the chapter you want to view. If you’re watching on YouTube you can find the chapter links in the video description.
Note: MyGovID is now known as MyID. Where the video refers to MyGovID, it is referencing MyID. Aside from the name change, the login process remains the same.
How to register your R&D activities for the R&D Tax Incentive
Logging in to the R&D Tax Incentive customer portal
This video is designed to provide you with a quick introduction
to the R&D Tax Incentive or RDTI application portal.
You can find further information in the links below this video.
Before you can access the portal,
you need to ensure that you have a personal digital identity
and if you are the principal authority for the business,
have linked your digital identity to your business
through the RAM system.
Guidance on how to set up your access to the portal
can be found on the business.gov.au/rdti website
by scrolling down clicking on the Apply to Register link
and then having a look at the information on that page.
In this example, you are a company representative, using a myGov ID,
which has STRONG identity strength.
And please remember that to access
the RDTI portal you need to have either a STANDARD or STRONG identity strength.
To start logging in to the portal,
click Continue with Digital Identity,
and then you are asked to select which digital identity provider you're using.
In this example, you're using myGov ID.
You then enter your personal email address and click ‘Login’.
You'll then need to validate your identity by entering the code
displayed on your smart device.
You are then taken to the portal’s ‘Manage your Applications’ page,
which will display up to five financial years of applications previously drafted or submitted.
As this is the first time your company has engaged
with the R&D Tax Incentive program, the RDTI,
the applications dashboard is empty and displaying just 3 financial years.
Other things you can do in the portal include
managing access to third parties such as tax agents and consultants,
applying for advance or overseas findings,
and registering or renewing your registration as a research service provider.
You can find out more about these topics
by visiting our website at business.gov.au/rdti.
This video focuses on preparing an application
for annual registration for the RDTI program.
It is based on a case study using the fictional Far Side company
on business.gov.au in the software sector guidance.
The wording used is an example only and should not be copied
into your actual application.
Beginning your application - check R&D entity, income period and financial year
To begin your application,
identity the financial year for which you want to register,
move across to the right under the Actions column.
Click on the three dots and select ‘Begin Application’.
The first thing your asked to confirm
is the financial year that your business operates under.
If it is a non-standard financial year, you need to click ‘No’,
and indicate whether it's an ATO-approved substituted accounting
or transitional accounting period.
Far Side has a standard
1 July to 30 June financial year,
so you click ‘Yes’ and then click on ‘Begin Application’.
As your company has not used the RDTI portal before,
the application form is empty.
Before you start, please review the information in the top left-hand corner
to ensure you are applying on behalf of the correct R&D entity.
You should also confirm the start and end dates for the financial year
as you can't change this information after you've drafted your application.
If you do enter an incorrect income period,
you will have to delete your draft and start a new one.
Registration type - are you registered with the Australian Securities and Investments Commission?
You need to complete the first four sections:
‘Registration type’, ‘Company details’, Contact details’ and ‘Application Inclusions’
before you can access the remaining five sections of the form.
You indicate that your small software development company is registered with
the Australian Securities and Investments Commission under Australian law.
Therefore, as a company you are an eligible entity.
To learn more about eligible entities, read the Guide to Interpretation
on business.gov.au/rdti.
See the handy links at the end of the transcript of this video to assist you.
Clicking ‘Save and Continue’ progresses you to the next section – ‘Company details’.
Company details
When you have successfully created a section,
a green tick displays on the left-hand side navigation panel.
The Company details section asks a series of questions
about whether or not your company is the head entity for taxation purposes.
You will also be asked to indicate any Indigenous ownership or control
and the industry sector your company operates under.
In this example,
your company’s doing work in the software sector
and you select ‘Professional, scientific and technical services’
as the appropriate division
and ‘Computer system design and related services’ as the most relevant
ANZSIC (Australian and New Zealand Standard Industrial Classification) class.
ANZSIC is a classification system for industry statistics
and the Australian Bureau of Statistics website has more information about this.
The three pop ups that appear at the bottom of the screen remind you
that the program is based on self-assessment.
This means that you need to self-assess if your R&D activities
meet the requirements to be eligible for the RDTI.
Please review any guidance or taxpayer alerts displayed
and then click ‘Save and continue’ to go to the next section – ‘Contact details’.
Contact details
Here you need to complete the primary company contact details.
The primary contact will receive correspondence
about the application or requests for further information.
This contact must be someone from the company,
not a tax agent or consultant.
Once you complete the primary company contact details,
you have the option to add an alternate company contact or tax agent or R&D consultant.
The Primary and Alternate Tax Agent section is where you include details
of your Tax Agent who is registered with the Tax Practitioners Board or TPB.
To find the tax agent registration number,
visit the Tax Practitioners Board website and search the TPB Register.
Details of other
R&D consultants not registered with the TPB
can be included in the R&D Consultant Services section.
Note that contacts in the R&D consultant section do not receive correspondence from us.
If the R&D consultant wishes to be included in correspondence
you can add them as an Alternate R&D contact as well.
Click ‘Save and continue’ to save the contact details
and display the ‘Application Inclusions’ section of the form.
Application inclusions
Here you indicate that your application
didn't include activities within advance or overseas finding,
and you didn't rely on the services of
a Research Service Provider or Cooperative Research Centre
so select ‘None of the above’.
The guidance text below has more information on these.
You might consider using a research service provider,
also referred to as an RSP to gain access to specialist
expertise, IP or research infrastructure.
If you use an RSP, you can register R&D activities
with expenditure under $20,000 too.
You may want to consider applying for an advance finding
to provide certainty about eligibility of your activities.
This is a separate application to registering your activities.
You need to apply for an advance filing before the end of the income year
in which you are conducting the activities.
Overseas findings are needed if you are conducting
or planning to conduct any of your R&D activities overseas.
You can only claim expenditure on overseas R&D activities if you have an overseas funding in place.
The second question on the ‘Application Inclusions’ section is
whether your R&D activities are excluded from being core R&D activities.
You cannot register
excluded activities as core R&D activities,
but they may qualify as supporting R&D activities.
Have a look at the drop-down help text for more information.
There are a number of activities that are excluded from being core R&D activities.
These cover activities such as market research,
research in social sciences, arts and humanities, patenting and licensing
and complying with statutory standard, for example.
In this example, you are registering software related activities.
An exclusion that could apply is software developed
for the purpose of internal administration.
Our Guide to Interpretation and software sector guidance
will help you identify excluded activities.
Here, you do not identify any excluded activities, so you answer ‘No’.
Finally, you note that the application is for the head company.
Click ‘Save and continue’ to display the fifth section of the form.
You'll see that all four sections have been successfully completed,
showing green ticks.
You can now access the remaining five sections.
You can complete your ‘Employees’ section.
Click ‘Save and continue’ to take you to the ‘Finance’ section.
You don't have your finance figures ready right now,
so you'll come back and complete those later.
If you're not ready to add the project and activities information just yet,
click on the government logo in the top left-hand corner of your screen
and this will take you to your applications dashboard.
You can see your draft application with tracking ID
and the due date.
Registering your R&D project
To return to your draft application,
go to the Actions button to the right of the relevant application and click ‘Resume’.
Note: The Actions button will have different options depending
on which stage of the registration form you are completing.
Now let's have a look at the information you need to enter for
the R&D project and Activity section of the form.
Clicking ‘Add Project’ displays a new form
which asks for information about the project you are conducting.
Remember that the project is all of the R&D work that you are doing,
not just the activities that you want to register.
After entering the ‘Project title’ –
‘Development of an Enhanced Rendering Methodology for Including New Planets in Existing Proprietary Software Platform’,
add the project duration, Start and end dates – July 2022 to June 2025.
If your project’s end date changes, you can update it
in the next year's registration application.
If your project, core and supporting activities end dates
extend into future financial years,
the Project, Core and Supporting activity titles, and durations,
will be automatically prefilled when you start next year's application.
If you are not ready to add all the project and activity information just yet,
go to the bottom of the form and click ‘Save and close’.
You are now back at the Projects and Activities table section of the form.
The red Circle under the ‘Issues’ column indicates that there are
some fields that need to be completed.
As well as the project name and duration,
you need to report on how much you expect to spend over the lifetime of the project,
and provide a high level summary of the objectives of the project.
This section is limited to 1000 characters.
In this example, you add
Far Side produces 3D visualisations of planets, stars
and other astronomical features for both educational and scientific purposes.
The objective of this project is to add new functionality
to our proprietary software application, enabling 3D visualisation of a new planet.
To achieve this, we need to create new mathematical and or statistical frameworks
to extrapolate a three dimensional sample onto a neighbouring patch of a 3D object
where only a limited number of 3D image patches are available.
We plan to create the proprietary model to build a realistic
3D graphic visualisation of an entire planet surface.
The next two fields on the project form
relate to how much was spent on feedstock
and the postcode where you conducted most of the R&D activities.
The Australian Taxation Office has information on feedstock and the RDTI,
but for this application there is no feedstock.
So that the department can report
on the research areas that have benefited from the RDTI,
you are asked to nominate
the ANZSRC (Australian and New Zealand Standard Research Classification) codes,
division and group, which best represent your project.
A full list of these classifications is available for download
from the Australian Bureau of Statistics website.
You select ‘Information and Computing Sciences’,
with a description of ‘Graphics, augmented reality and games’
because you are trying to improve rendering of a new planet.
‘Save and close’.
Then you have added all of the information required for the project
and it now has a green tick under the ‘Issues’ column.
You can always come back and edit the project information before you
submit your application.
Registering your R&D activities
Now you need to complete the Core and Supporting Activities section of the form.
Click on ‘Add Core Activity’ to display the ‘Core Activity’ form,
which asks for details about the core activity
you have Self-assessed as eligible for the RDTI.
Refer to the Guide to Interpretation on our website
to help you self-assess your activities.
You are developing a mathematical method, so you enter
‘Development of a mathematical framework for 3D patch generation’
as the name of your core activity and include the start and end dates.
You now need to link it to your previously saved project name.
Like the project form,
You don't need to complete all the information in one go.
You can save and close your current draft
and come back to complete the fields later.
‘Save and close’.
This takes you back to the Project and Activities table
with the red circle indicating that there are some incomplete fields.
Adding a supporting activity is just the same as adding your core activity.
Type in the supporting activity name.
‘Project management and dynamic data integration’ and a brief description.
You describe the activity as:
Literature and patent searches and discussions with experts
to assist us with developing our hypothesis,
development of evaluation software (test environment)
and managing and recording results.
Character limits for each field indicated on the bottom right of the textbox.
Now you can link this supporting activity to the related core activity.
Then come to the bottom of the form and ‘Save and close’.
Now you have the overall framework for your project and associated activities.
You can come back later
and complete the remaining core and supporting activity questions.
The red circles indicate where more information is needed.
Back to the core activity fields
You can now go back to the portal home page displaying the applications
dashboard and download a draft PDF to share with your colleagues,
using the Action button.
To return to the draft application, go to the Action button and ‘Resume’.
Now you can work through the incomplete fields
on the Projects and Activities form.
You add estimated expenditure of $30,000 for the core activity.
Then you add a response to ‘What was the hypothesis?’.
Our hypothesis was that we could build a new mathematical
and statistical framework for 3D patch generation
to achieve a smooth and continuous graphic visualisation of an entire planet
surface from a limited selection of known 3D patches.
You select ‘Yes’ for the answer to the question, ‘Did you conduct
core activity for a substantial purpose of generating new knowledge?’
The drop-down help text gives you more information.
The next question is ‘What new knowledge
was this core activity intended to produce?’
Your answer is: The new knowledge we set out to create
is new theoretical understanding about 3D extrapolation.
In particular, we needed to find out how to extrapolate
a known 3D sample onto a neighbouring patch of a 3D object.
We will use this new knowledge to develop a new software application.
Next is ‘How did the company determine
that the outcome could not be known in advance?’
This field is where a lot of companies tend to struggle,
as demonstrating that an outcome is genuinely unknown can be difficult.
You select the following options in this example:
there was no applicable information
in scientific, technical or professional literature or patents,
experts in the field provided advice that there wasn't a solution
that could be applied,
there wasn't a way to adapt solutions from other companies in and out of Australia.
The next section to complete is ‘Please explain what sources were investigated,
what information was found, and why a competent professional
could not have known or determined the outcome in advance.’
Your answer is:
we consulted with experts and searched worldwide.
We reviewed scientific, technical and professional literature in our field.
We conducted patent searches and carried out Internet searches,
as well as talking to experts in our field.
These experts included X, Y, and Z.
You would add the names of the experts consulted.
We could not find current knowledge, information
or experience to tell us how to achieve the outcome.
Current knowledge in relation to solid texture synthesis
does not extend to generation using 3D geological samples.
This allowed us to establish that a knowledge gap currently existed
and experimentation was required to help us develop our new product.
We concluded that we must conduct a systematic progression
of work to determine whether we could create a model
to enable 3D visualisation of a new planet.
You need to keep records of which literature,
websites and experts you consulted and the qualifications
of these experts to establish their authority.
The next section is ‘What was the experiment
and how did it test the hypothesis?’
For this section, you add:
We designed experiments to test our hypotheses,
in which we built and tested
a series of new models employing new three day generation techniques.
The experiments investigated the effects of different model inputs
on the generation of 3D images.
For example, we investigated the effect of new mathematical models
on the relationship of real image patches to extrapolated samples.
To do this, we developed iteration of proposed code solutions
to compare the continuity for a sample and generated patches
and the level of realism of the resulting images.
Experimentation on benchmark datasets demonstrated our method
significantly outperforms commonly known methods.
This involved developing sample test sets, setting up the test environment,
and conducting the experiments.
For each set of experiments, we recorded the inputs we varied,
those we held constant, and the outputs we observed or measured.
You then come to the next field:
‘How did you evaluate or plan to evaluate results from your experiment?’
And you add:
We used images of known geological features of a nearby object,
the moon, to validate our results and evaluate the accuracy of extrapolation.
In relation to the quality of images
around the edges of known 3D samples,
we were able to reach a logical conclusions about resulting
mismatches between real and extrapolated images.
We also evaluated how realistically our new code
rendered a planet surface within acceptable response times.
The next section is: ‘If you reached conclusions
from your experiments in the selected income period, describe those conclusions.’
You add:
Through our experiments, we were able to develop a new mathematical
and statistical framework for 3D patch generation.
We confirmed our hypotheses about how to develop this framework.
This included conclusions about what we need to do to minimise mismatches
between real and extrapolated images.
For the next section ‘What evidence did the company keep about this core activity?’
You select the relevant boxes for evidence
of searches and enquiries about current knowledge,
how you determined you needed to conduct experiments, your hypothesis
and your experimental design, and results of your experiments.
You then click ‘Save and close’ and go back to the Projects and Activities page.
Back to the supporting R&D activity
Finally, you go to the unanswered supporting activity questions.
You could add another core activity if needed, as a supporting activity
may support more than one core activity.
For, ‘How did this activity directly support the core activities?’
You add: Our literature and patents such as supported
development of our hypotheses and design of our experiments.
We needed the test environment to conduct our experiments.
We needed 3D planetary image samples from an external data source
to evaluate the 3D images we produced in our experiments.
You then add estimated expenditure of $25,000.
For the question, ‘Did this activity produce a good or a service,
or is it directly related to producing a good or service?’
You answer ‘No’.
After saving and closing your completed supporting activity page.
You can see you had green ticks for all sections under the project
and activities table.
Review and Declare and submit
You've gone back and completed the ‘Finance’ section
and now you have green ticks on all the sections.
On the review application page, you are prompted to download
a copy of your application and to review
On the review application page, you are prompted to download
any potential risks identified for your application.
All that's left is the ‘Declare and submit’ section.
After reviewing the Privacy and declaration statements
and entering the declaration details,
you can then save the declarant details
if the due date listed for your application has passed,
the agree and submit button will be greyed out.
You then need to apply for an extension of time.
This is covered towards the end of this video.
Once your form is complete and you have saved the declarant details,
you can then click on the ‘Agree and submit’ button.
Your application included some taxpayer alerts and specific guidance
so you need to acknowledge
that you have reviewed and understood those alerts and guidance.
You then click ‘Continue and submit’.
Your tracking ID is displayed.
You can return to the home page by clicking on the government logo
in the top left-hand corner of your screen.
Back on the home page, the status of your application
has changed from draft to submitted.
After about 5 minutes, you should receive an automated submission receipt email
with a copy of your application in PDF format.
Once you have received the email, you'll be able
to see the reference number for your application.
If you decide you no longer want to continue with this submitted application,
you can withdraw your application by clicking on the three dots
to the right of the submitted application status and select withdraw.
Portal is your ongoing record of progress of your application
The portal provides you
with ongoing visibility of the progress of your application’s registration.
The status column will change from submitted to in review
while the application is being checked.
Once the delegate has made a decision, you receive an email
with an attached letter informing you of that decision.
The delegate is not deciding the eligibility of your R&D activities,
only assessing the forms’s completeness.
The decision will be displayed in the portal
and if the application has been registered,
the IR number, which needs to be included in your company's tax return,
will be displayed on top of the relevant financial year.
Registration is not evidence
of the eligibility of your R&D activities.
Applications remain subject to review for eligibility
after registration.
How to submit a time extension
If you missed the submission deadline and believe you are eligible to apply
for a time extension, go to the three dots to the right of your draft application
and select ‘Request Extension’.
Our website has more information on extensions of time.
Fill out the required information and provide
supporting evidence before submitting your request.
The status shows as ‘Pending’.
If the time extension request is approved, the due date
displayed on the right of your existing draft application
will be updated to the new approved submission date.
You'll be able to resume editing your draft application.
The ‘Agree and submit’ button on the final page
should be active once all the sections have a green tick.
Conclusion
Thank you for watching this video on how to register
your R&D activities through the RDTI portal.
Remember that the RDTI is a self-assessment program.
Registration alone is not evidence of eligibility.
Your application may be subject to review and examination before
or after you register your R&D activities.
Using the services of an R&D tax advisor
to assist with the preparation of a registration application
and tax offset claim does not guarantee eligibility.
You'll need to keep records and evidence to support your registration and claim.
To make the process easier for you to assess your activities,
we have published the Guide to Interpretation on business.gov.au.
You can also attend and information session, or receive regular
updates on the RDTI and other programs to assist your business
by subscribing to our newsletter on our website.
If you need assistance with the portal, please call 132846
or email R&DTaxIncentive@industry.gov.au.
Thank you for watching and wishing you the best for your R&D.
- Advance findings
- Australian and New Zealand Standard Industrial Classification (ANZSIC Codes)
- Australian and New Zealand Standard Research Classification (ANZSRC Codes)
- Extensions of time
- Clawback of feedstock adjustments
- How to set up your digital identity
- How to link your digital identity to your company’s ABN
- R&DTI Information sessions
- More information on the R&D Tax Incentive
- Overseas findings
- Research Service Providers
- Software Development Sector guide for the R&D Tax Incentive
- Subscribe to the R&D Tax Incentive Insider newsletter
- Tax Practitioners Board register
- The R&DTI Guide to Interpretation
For customer portal assistance: call 13 28 46 or email RDTaxIncentive@industry.gov.au.
Portal access for yourself as principal authority
As a principal authority of a company, you must first link your myID to the company's ABN. You must do this before you can authorise access to the customer portal for yourself or anyone else.
If this has not been done for your business before, you can do this yourself as a principal authority:
- Set up your myID, if you haven't already done so. You’ll need a myID to log in to ATO's Relationship Authorisation Manager later. Learn how to set up your myID.
- Contact the ATO to link your myID to your company's ABN. Find out how to link your business.
- Log in to RAM and authorise yourself to act on behalf of your business in the R&DTI customer portal. You can also nominate someone to act as an authorisation administrator.
You can find additional help and support on the Relationship Authorisation Manager help page including contact details.
Authorising portal access for your staff
The principal authority or authorisation administrator for your company will need to authorise staff to access the customer portal. This will make them an authorised user.
- Request the staff member to set up their myID.
- Ask the staff member for their full name as used for their myID, as well as their preferred email address for access code.
- Login to the ATO's Relationship authorisation manager (RAM).
- Authorise the staff member's personal myID to work on behalf of the company using RAM. See set up authorisations and manage authorisations for more details.
- Inform the staff member that they have been authorised and will receive an authorisation code which they need to activate in RAM within 7 days. Once activated they'll be able to login to the R&DTI customer portal.
You can find additional help and support on the Relationship Authorisation Manager help page including contact details.
Authorising portal access for an individual tax agent or R&D consultant
The principal authority or authorisation administrator for your company will need to authorise the individual tax agent or R&D consultant to access the customer portal. This will make them an authorised user.
- Request the individual tax agent or R&D consultant to set up their myID.
- Ask the individual tax agent or R&D consultant for their full name as used for their myID, as well as their preferred email address for access code.
- Login to the ATO's Relationship authorisation manager (RAM).
- Authorise the individual tax agent or R&D consultant's personal myID to work on behalf of the company using RAM. See set up authorisations and manage authorisations for more details.
- Inform the individual tax agent or R&D consultant that they have been authorised and will receive an authorisation code which they need to activate in RAM within 7 days. Once activated they'll be able to login to the R&DTI customer portal.
If no one else has been linked to your company before, the principal authority will need to get portal access first.
You can find additional help and support on the Relationship Authorisation Manager help page including contact details.
RAM provides access at a departmental level
Individuals who have been authorised in RAM for one service from the Department of Industry, Science and Resources will also have access to all your other services from the same department. These services include the:
- Business Registration Service
- Climate Active Portal
- Commercial Building Disclosure Assessor Portal
- R&DTI customer portal.
All staff granted portal access will have visibility of all information in the portal.
You should review 'Manage authorisations' in RAM for guidance on editing or removing an authorisation.
Authorising portal access for a tax agency or R&D consultancy
The principal authority or authorisation administrator of your company can authorise access of a tax agency or R&D consultancy by using the Manage access option in the R&DTI customer portal.
- Login to the R&DTI customer portal.
- Click the 'Manage access' option on the 'Manage your applications' dashboard.
- Click 'Add new authorisation' on the 'Manage Access' screen, under the 'Business authorisations' heading.
- Enter the ABN for the tax agency or R&D consultancy you want to authorise.
- Select 'Tax professional' as the relationship.
- Enter the start and end dates for the authorisation period. Note the start date can't be back dated.
- Click 'Add authorisation'.
- Inform the tax agent or R&D consultant they can now log in to the R&DTI customer portal.
If no one else has been linked to your company before, the principal authority will need to get portal access first.
Manage access gives all authorised staff access to your portal
Giving access to a tax agency or consultancy will allow all authorised staff within that tax agency or consultancy to access your information in the portal.
They'll be able to view all information in the portal.
Help for tax agents
Guidance for applications
Some of the fields and features in the application for registration form are explained in this list.
Some fields will pre-fill, but only if your draft application is created after a previous application has been submitted through the portal.
Pre-filled fields include:
- Company details
- Contact details
- Projects and activities (descriptions of the activities conducted will need to be completed).
The portal only pre-fills projects/activities that have an end date in, or after, the ‘new’ income period. If your projects/activities extend beyond previously submitted dates you will need to update their names.
There are character limits for Project and Activity sections. Character limits are shown at the bottom right corner of the text fields. Some fields also have a minimum number of characters. The character limit includes spaces and line breaks. As you enter text the character count is updated.
For a complete list of character limits see the Guidance on application questions.
To download a PDF copy of your draft application at any time, go to the dashboard, click on the three dots to the right of the application and select ‘Download draft to PDF'.
You must make any requests for extensions of time to lodge an application for registration in the portal. You can do this once a draft application is created.
Applications received after the deadline are deemed late and will not usually be accepted. There are rules around when a late application can be granted.
For more information see the Lodging a late application page.
Make sure you create your application for registration under the correct financial year on the dashboard.
If you submit under the wrong financial year, you'll need to withdraw and re-submit your application. You'll then need to re-enter the details in the description fields for core and supporting activities.
You don’t need to complete your application for registration all at once. You must complete and save all mandatory fields before you can enter data into the other sections, these mandatory fields include:
- registration type
- company details
- contact details
- application inclusion pages.
Once these sections have a green tick you can then enter data into the other sections of the form. You edit these sections any time before you submit.
The project and activities sections can be saved once the name field has been filled, allowing the other sections to be completed at a later date.
If you leave your portal page open and inactive for 60 minutes or more you’ll be automatically logged out and any unsaved data will be lost.
The portal allows you to request a variation to submitted applications for registration, but these do take time to process.
All applicants and tax agents should carefully review all application data prior to submission. This will minimise the need for variation requests.
To request a withdrawal of your application for registration submitted via the portal:
- go to the dashboard, click on the three dots to the right of the application you wish to withdraw. A drop-down menu will appear with the option to withdraw
- fill in the details and then submit your request.
Downloadable PDF copies of applications submitted between 5 July 2021 and 20 April 2023 may inadvertently show your personal myID email address.
This is due to a system issue if you acknowledged a warning about a Tax Payer alert or ineligibility risk during application lodgement. This does not apply to applications submitted after that time.
To have your myID email address removed from the PDF copy of your application, available through the R&DTI portal, please send an email to R&DTaxIncentive@industry.gov.au containing the relevant application number/s and the email address you would like to have removed.
We've produced guidance to help you learn more about the application questions in the customer portal.
You may find it useful to review these before you start your first application.
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Start an application in the customer portal
Apply to register with the R&D Tax Incentive