Guide for the AusIndustry R&DTI Customer Portal

What is the AusIndustry R&D Tax Incentive Customer Portal?

AusIndustry is a government agency in Australia responsible for administering various government programs, including the Research and Development (R&D) Tax Incentive program. They provide a customer portal to assist businesses in managing their R&D Tax Incentive claims.

The R&D Tax Incentive customer portal is a digital platform to facilitate the process of claiming the Research and Development (R&D) Tax Incentive. The R&D Tax Incentive is a government program designed to encourage businesses to invest in research and development activities by providing tax incentives or rebates.

The customer portal typically serves as an online interface where eligible businesses can:

1. Register for the R&D Tax Incentive program.
2. Lodge R&D Tax Incentive applications and claims.
3. Manage and track the progress of their R&D claims.
4. Communicate with government agencies responsible for administering the incentive program.

How to use the AusIndustry R&D Tax Incentive customer portal:

Here is a general guide on how to use the AusIndustry R&D Tax Incentive customer portal:

1. Register for an AusIndustry AUSkey:
   • To access the portal, you’ll need an AUSkey, which is a secure login credential for businesses interacting with the Australian Government online. You can register for an AUSkey on the Australian Business Register (ABR) website.
2. Access the R&D Tax Incentive Customer Portal:
   • Once you have your AUSkey, visit the AusIndustry R&D Tax Incentive Customer Portal by going to their official website or using the direct link provided by AusIndustry.
3. Log In:
   • Use your AUSkey to log in to the portal. Follow the on-screen instructions to access your account.
4. Lodge an R&D Application:
   • Within the portal, you can submit your R&D application. This typically includes details about your company, the nature of your R&D activities, and associated expenses.
5. Track the Progress:
   • You can monitor the progress of your application through the portal. You’ll be able to see the status of your application, any communication from AusIndustry, and any additional information they may require.
6. Submit Supporting Documents:
   • As part of your application, you’ll need to provide supporting documentation to substantiate your R&D claims. You can upload these documents directly through the portal.
7. Communicate with AusIndustry:
   • The portal often provides a secure channel for communication with AusIndustry. If they have any questions or need additional information, they will likely contact you through the portal.
8. Claim the Tax Incentive:
   • Once your application is approved, you can use the portal to claim your R&D Tax Incentive. The incentive is typically provided as a tax offset or cash rebate, depending on the size and structure of your business.
9. Keep Records:
   • It’s important to maintain records of all transactions and communications through the portal for future reference and compliance purposes.

Planning – R&D Customer Portal Access (Updating Authorisation) 

Updating Gild R&D Incentives & Grants’ Authorisation to access the R&D Portal on your behalf: 

To lodge the application, we will require a Principal Authority of CLIENT Pty Ltd, to update the authorisation for Gild R&D Incentives and Grants (ABN 14 667 473 967) to access the R&DTI Portal on your behalf. Please utilise our step by step guide below to enact this authorisation: 

1. Login to the R&DTI customer portal
2. Click the ‘Manage access’option on the ‘Manage your applications’ dashboard. 
3. Click ‘Add new authorisation’ on the ‘Manage Access’ screen, under the ‘Business authorisations’ heading. 
4. Enter our ABN 14 667 473 967(Gild R&D Incentives and Grants Pty Ltd) as the tax agency you want to authorise. 
5. Select ‘Tax professional’as the relationship. 
6. Enter the start and end datesfor the authorisation period. Note the start date can’t be back dated. Applying the maximum period of 3 years is recommended 
7. Click ‘Add authorisation’.

Upon completion, we kindly ask you to notify us, so we can confirm the access on our end. 

Planning – R&D Customer Portal Access (New Authorisation) 

As part of the R&DTI Application process, we require CLIENT Pty Ltd to register for the R&D Tax Incentive through the AusIndustry Portal and to authorise Gild R&D Incentives and Grants Pty Ltd to act on your behalf. There are 2 steps to setting up the portal which I have outlined below: 

Registering your business through the R&DTI Portal: 

As a principal authority of CLIENT Pty Ltd, your myGovID shoould already be linked to the company’s ABN.  This must be completed before you can authorise access to the customer portal for yourself or anyone else. If this has not been done for your business before, you can do this yourself as a principal authority: 

1. Set up your myGovID, if you haven’t already done so. You’ll need a myGovID to log in to ATO’s Relationship Authorisation Manager later. Click here to learn how to set up your myGovID. 

1. Contact the ATO to link your myGovID to your company’s ABN. Click here to find out how to link your business. 

1. Log in to Relationship Authorisation Manager Help and authorise yourself to act on behalf of your business in the R&DTI customer portal. 

 You can find additional help and support on the Relationship Authorisation Manager help page including contact details. 

 Once you have authorised yourself as a Principal Authority you can log into the R&DTI customer portal and register for the R&DTI. 

Authorising Gild R&D to access the R&D Portal on your behalf: 

To lodge the application, we will require a Principal Authority of CLIENT Pty Ltd, to authorise Gild R&D Incentives and Grants (ABN 14 667 473 967) to access the R&DTI Portal on your behalf. Please utilise our step by step guide below to enact this authorisation: 

1. Login to the R&DTI customer portal
2. Click the ‘Manage access’option on the ‘Manage your applications’ dashboard. 
3. Click ‘Add new authorisation’ on the ‘Manage Access’ screen, under the ‘Business authorisations’ heading. 
4. Enter our ABN 14 667 473 967(Gild R&D Incentives and Grants Pty Ltd) as the tax agency you want to authorise. 
5. Select ‘Tax professional’as the relationship. 
6. Enter the start and end datesfor the authorisation period. Note the start date can’t be back dated. Applying the maximum period of 3 years is recommended 
7. Click ‘Add authorisation’.

Upon completion, we kindly ask you to notify us, so we can confirm the access on our end. 

Please note that the process and features of the AusIndustry R&D Tax Incentive customer portal may change over time, and I recommend visiting the official AusIndustry website or contacting them directly for the most current and detailed guidance on how to use the portal and navigate the R&D Tax Incentive program.

For additional support consider consulting with our specialised advisors for specific guidance on your R&D Tax Incentive claims. You can find more information and get in touch here.