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Please complete the following R&D Project Substantiation Tracker to determine if you are eligible to claim R&D Tax in 2013.

If you are claiming for multiple projects you need to complete the survey for EACH project. There will be a link at the end of this survey that will allow you to begin again.
 
 
 
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* Company:
   
 
 
* R&D Project:
   
 
 
Project Number (optional)
   
 
 
* Project Manager:
   
 
 
* Estimated project commencement (month/ year):
   
 
 
* Estimated project completion (month/ year):
   
 
 
 
Part 1: Substantiation

Your answers to the questions below will help provide the substantiation required for your R&D claim.
 
 
 
We have sent you your 2012 R&D plan which outlines your technical objectives for the 2012 financial year. Have you added to or changed any of these technical objectives?
   
 
 
How have you changed or modified the project in the last few months? Why?
   
 
 
Please describe any trials, testing or experiments you have carried out for the project in the last few months. Please outline the purpose of the experiment and a description of what you did.
   
 
 
Has the experiment been completed?
 
Yes
 
No
 
NA
 
 
What were the results or outcome of the experiment, if the experiment is not yet complete, what results/ outcome do you anticipate?
   
 
 
What new knowledge have you generated from the experiment?
   
 
 
Please select the documentation you have to show the experimental process was undertaken
 
Trial Plans
 
Engineering drawings
 
Test reports
 
Internal feedback
 
Logbook records
 
Trial planning reports
 
Internal technical feedback
 
Photos of prototype
 
Build notes and test notes
 
Internal reports
 
Trial reports
 
Project scope revisions
 
Project debrief
 
Data performance of initial or intermediate prototypes
 
Conceptual sketches of the interface/feature functionality
 
Process mapping
 
Codes of various modules
 
Codes at varies stages of development
 
Screenshots of various build versions/final version
 
Patent application number
 
Other
 

 
 
What technical challenges have you faced in the last few months?
   
 
 
Key R&D activities can be classified into the stages below. For the 12 months between Jul 2012 and Jun 2013, what are the stages that best represent your project activity? If you have not completed work in some of the stages listed below please type NA.
Start Month End Month
Background Research
Design
Prototype Development
Field Trials & Observations
Feedback R&D
 
 
 
Part 2: Prototypes

The following questions relate to prototypes. If this does not relate to you, please proceed to the submit button at the bottom of the survey.
 
 
 
Are you selling your prototypes? If yes, are they sold at a profit?
 
Yes
 
No
 
NA
 
 
What are the failures you’ve experienced with your prototype?
   
 
 
What are the changes you’ve made to the design to improve the prototype?
   
 
 
What improvements did you see after making these changes?