Research and Development Tax Incentive

The R&D Tax Incentive pays Australian companies back for the money they spend on R&D.

It is a government program, not a grant you compete for. Spend eligible money on eligible work, register it, and a share of that spend comes back as a cash refund or a tax offset. This page explains how much, who runs it, and when the money actually lands.

43.5%of eligible R&D spend, refundable for companies under $20M turnover
$20kminimum eligible spend in an income year to claim
per year the refund arrives, after the financial year closes
01 / What it is

Two agencies, one program, a fixed rate.

The RDTI is jointly administered. AusIndustry assesses whether the work counts as R&D. The ATO handles the money through the company tax return. Both steps happen after the work is done, which is why the program rewards good record keeping more than it rewards paperwork skill.

Who can claim

An Australian incorporated company that spent at least $20,000 on eligible R&D in the income year. Sole traders, trusts and partnerships sit outside the program.

What counts as R&D

Experimental work where the outcome cannot be known in advance, run to generate new knowledge. Engineering salaries, contractor costs, prototypes, cloud and testing costs commonly sit inside a claim.

What it is worth

43.5% of eligible spend as a refundable offset under $20M aggregated turnover. Above that, 38.5% as a non-refundable offset against tax payable.

When to register

Registration with AusIndustry closes 10 months after the end of the income year. For a June year end that date is 30 April.

02 / What it is worth

Move the slider to see the refund on a year of R&D spend.

$400,000

Salaries of the people doing the experimental work usually make up most of a claim. The rate applied here is 43.5%, the refundable offset for companies under $20M aggregated turnover.

Eligible spend
$400,000
Offset rate
43.5%
Cash refund $174,000
Returned to the companyCost carried by the company
03 / The timing gap

R&D spend happens every month. The refund arrives once.

Payroll for the engineering team goes out twelve times a year. The refund on that payroll lands after the income year ends, once the return is lodged and the ATO processes it. Companies that spend early in the year wait the longest to see the money back.

Monthly R&D spend One refund, after EOFY
04 / One option worth knowing

The refund can be accessed before the ATO pays it.

A registered RDTI claim is a receivable from the government, and a receivable can be advanced. That means the cash sits in the business during the year the R&D actually happens, rather than after it. The alternative is usually selling equity or borrowing against the founders personally, which costs far more than waiting does.

Advanced does exactly that, and nothing else. If the timing gap is the part of this page that sounded familiar, read how an R&D advance works.

05 / Quick self-check

Four statements. Tick the ones that describe your company.

Result

Tick what applies and see where you land.

Nothing is submitted here. The check runs in the page.

General information only, current for the 2025 to 2026 income year. Eligibility is assessed by AusIndustry and the ATO. Talk to your tax advisor before lodging a claim.