R&D Tax Incentive Tips and Tricks: How To Claim Everything You’re Entitled To

Recent shifts in the R&D tax incentive administrative landscape is causing many startups and scaleups to wonder what is the impact of these changes and what they should be doing to de-risk this crucial source of non-dilutive funding. In this session, learn how to satisfy the increasingly-onerous documentation requirements as well as the tips and tricks to bolster your R&D tax incentive claim.

Key takeaways:

1. Gain insights on how to claim everything you’re entitled to

2. Learn to avoid the most common pitfalls that strike down R&D tax incentive claims and ways to reduce audit risk by leveraging off your existing business processes

3. Understand how the changes made to the online R&D tax incentive application form affect your claim

Jack Qi, Partner at William Buck

Jack Qi is a chartered accountant and business advisor who made the decision 12 years ago to focus exclusively on advising and mentoring startups and scaleups. From working with some of Australia’s most successful tech companies, Jack aims to leverage off this experience to help the next generation of founders. The reach and depth of Jack’s tech team allows Jack to tackle the more complex issues faced by tech companies as they scale rapidly. His areas of specialisation include international structuring and expansion, employee share schemes setups and problem diagnosis, attracting VC investment, virtual CFO advisory, grants and R&D incentives, ESIC and maximising shareholder value in an exit. With experience in helping companies grow from the startups to unicorns, Jack is a holistic mentor for all things financial.