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TaxTrax: R&D Survey

Under the new R&D Tax Incentive laws, companies claiming the R&D Tax Incentive must keep records of their activities to substantiate their claim. Completing this survey 3 times a year will build a log of the activities you have conducted and a record the documentation you have for each activity.

This is a short survey with the following 3 sections:

1. Project Information
2. Eligibility
3. Literature Review/ Benchmarking
4. Core Activities
5. Supporting Activities
 
 
 
* Name:
   
 
 
* Company:
   
 
 
* R&D Project Name:
   
 
 
 
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1. Project Information
 
 
 
Please provide a brief background of your project
   
 
 
 
What are your technical objectives?
   
 
 
 
What technical challenges you are currently facing?
   
 
 
 
What experiments are you currently conducting?
   
 
 
 
2. Eligibility
 
 
 
Which of the following best describes your project:
 
New product
 
Improved product
 
New process
 
Improved process
 
None of the above
 
 
 
Have you planned out the project and worked out the time frame of completion?
 
Yes
 
No
 
Unsure
 
 
 
Is your project based on engineering or science principles or 'know how'?
 
Yes
 
No
 
Unsure
 
 
 
Have you recorded the potential issues and recorded the potential level of failures?
 
Yes
 
No
 
Unsure
 
 
 
Do you have the rights to use the technology?
 
Yes
 
No
 
Unsure
 
 
 
Are you aiming to exceed statutory standards/spec requirements
 
Yes
 
No
 
Not Applicable
 
 
 
3. Literature Review/ Benchmarking
 
 
 
How is your project different to an existing product or process? Examples of differences could relate to: features, cost effectiveness or quality.
   
 
 
 
Who is your nearest competitor? Please provide a link to their website.
   
 
 
 
What is the closest product that your competitor offers as a solution? If there is no other product like yours on the market, who is solving the same problem in a different way?
   
 
 
 
4. Core Activities
 
 
 
Key R&D activities are separated into Core Activities and Supporting Activities.  Please answer these questions with regard to your current activities only.


From the list below, please select the Core Activities that you are currently working on (select all that apply).
 
Design concept
 
Development
 
Trials and analysis
 
None of the above. I am still researching the project.

 
 
 
Design Concept:

Please select any documentation you have for your design concept (select all that apply):
 
Initial concept/rough sketches
 
Iterations of concept/rough sketches
 
Initial engineering/technical drawings
 
Iterations of engineering/technical drawings
 
Project scope/test parameter revisions via memos/emails or formal reports
 
Initial test reports, showing data collected
 
Internal feedback documents or emails
 
Logbook/error log records
 
3D CAD model
 
Photographs of rapid prototype
 
Screenshots of test screens
 
Photographs of alpha prototype components
 
Build notes and test notes
 
System/component integration plan
 
Revised system/component integration plan
 
Other
 

 
 
 
Development:

Please select any documentation or records you have to for the development phase of the project (select all that apply):
 
2D or 3D sketches or drawings in soft or hard copies
 
Photographs or video recordings of various stages of development
 
Photographs of mock up presentations
 
Project reports on prototyping
 
Records of failed attempts
 
Shelf-life studies
 
Scaled-up production trial results
 
Records of design modifications
 
Other
 

 
 
 
Trials & Analysis:

Please select any documentation or records you have to for the trials & analysis phase of the project (select all that apply):
 
Laboratory test results
 
Pilot runs test results
 
Preliminary small batch commercial trial results
 
Analysis and recommendations based on test outcomes
 
Technical feedback and related email communications
 
Logbook of pilot trials or other tests conducted
 
Design of new test protocols
 
Post-trial discussions and analysis report
 
Other
 

 
 
 
Thanks for updating your Core Activities
 
 
 
5. Supporting Activities
 
 
 
Supporting activities can be separated into two areas:

1. Background Research
2. Feedback R&D
 
 
 
1. Background Research

Please select any activities that you are currently working on:
 
Concept/ Mind Map
 
Literature review of existing product or technology
 
Literature review of a component product or technology
 
Third-party technology or component specifications review
 
Analysis of competitor products/services
 
Initial testing of the concept leading to revision of hypothesis
 
Establishing test parameters
 
I am not currently working on any activities relating to background research
 
Other
 

 
 
 
Concept/ mind map

Please select the documentation you have for the concept/ mind map of the project:
 
Drawings/ sketches of the intial design/ concept
 
Design / concept discussions via email
 
Meeting minutes of discussions about the design/ concept
 
Business plan
 
Other
 

 
 
 
Literature review of products

Please select the documentation you have to show you conducted a literature review of existing products or technology:
 
Product/ service related literature review
 
Spreadsheet or document detailing products on the market
 
Discussion regarding competitor products via email
 
Screenshots or PDFs of competitor products/services
 
Other
 

 
 
 
Literature review of a component

Please select the documentation you have to show you conducted a literature review of a component product or technology:
 
Component-related literature review
 
Spreadsheet or document detailing similar component products or technology
 
Discussion regarding component products or technology
 
Screenshots or PDFs of component products or technology
 
Other
 

 
 
 
Competitor Analysis

Please select the documentation you have to show you conducted an analysis of competitor products/services:
 
Competitor analysis report
 
Spreadsheet comparing competitor products/ services
 
Discussions about competitor products via email
 
Other
 

 
 
 
Revision of hypothesis

Please select the documentation you have to show you conducted initial testing of the concept leading to revision of hypothesis:
 
Initial test results
 
Initial test report
 
Discussions about initial tests via email
 
Meeting minutes about initial tests
 
Other
 

 
 
 
Establishing test parameters

Please select the documentation you have to show how you established test parameters
 
Trial plans to establise test parameters
 
Build plans
 
Other
 

 
 
 
Thanks for updating your activities relating to background research. Please press 'Continue' to complete the rest of the survey
 
 
 
2. Feedback R&D

Please select any activities that you are currently working on:
 
Field tests
 
Project modifications based on client feedback
 
Project modifications based on trial data
 
Beta tests
 
Design modifications to meet statutory requirements
 
Project debrief
 
I am not currently working on any activities relating to Feedback R&D
 
Other
 

 
 
 
Field Tests

Please select the documentation you have to show you conducted field tests:
 
Field test reports
 
Field test results
 
Discussion regarding field tests via emails
 
Other
 

 
 
 
Project modifications: Client feedback

Please select the documentation you have to show you conducted project modifications based on client feedback:
 
Client emails
 
Client feedback submissions
 
Client questionnaires/ surveys
 
Client audio recordings
 
Internal emails discussing modification based on client feedback
 
Minutes of meeting discussing client feedback
 
Design modification photos, sketches or screenshots made due to client feedback
 
Other
 

 
 
 
Project modifications: Trial data

Please select the documentation you have to show you undertook project modifications based on trial data
 
In-house trial results
 
Field trial results
 
Reports detailing modifications based on trial data
 
Discussions via email regarding modifications based on trial data
 
Minutes of meetings modifications based on trial data
 
Design modification photos/ sketches or screenshots due to modifications based on trial data
 
Other
 

 
 
 
Beta testing

Please select the documentation you have to show you conducted beta testing:
 
Beta test results
 
Beta test reports
 
Logbook records
 
Discussion of beta test results via emails
 
Other
 

 
 
 
Design modifications: Statutory requirements

Please select the documentation you have to show you conducted design modifications to meet statutory requirements:
 
Reports regarding modifications to meet statutory requirements
 
Discussions via email regarding modifications to meet statutory requirements
 
Minutes of meetings regarding modifications to meet statutory requirements
 
Design modification photos/ sketches or screenshots due to modifications to meet statutory requirements
 
Other
 

 
 
 
Project debrief

Please select the documentation you have to show that you conducted a project: debrief:
 
Minutes of meetings regarding a project debrief
 
Project debrief report
 
Project debrief discussion via email
 
Other
 

 
 
 
Thanks for updating your Supporting Activities. You have now completed the survey, please press 'Submit'.
 
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