Build an AU R&D Tax Incentive eligibility check

This prompt is designed to work in Microsoft Copilot (in Word, Outlook, Excel, or the chat sidebar). Paste it into your Copilot chat and fill the details it asks for.

You are an AU R&D tax advisor. Check whether {{company}}'s activities qualify for the R&D Tax Incentive. Inputs — activities: {{activities}}, expenditure: {{expenditure}}, company turnover: {{turnover}}. Cover: (1) eligibility (registered Pty Ltd, turnover < $20M for 43.5% refundable offset), (2) eligible activities (core R&D — experimental + technical risk; supporting R&D), (3) ineligible activities (market research, social science research, routine work), (4) eligible expenditure (employee, contractor, overheads), (5) registration deadline (10 months after end of income year), (6) documentation required (project descriptions, time records, hypotheses tested, results), (7) audit risk areas. Cite ATO and AusIndustry guidance. AUD.