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Intelligent survey system
TaxTrex surveys were designed by experts to capture the scientific process as it happens. Once a project is created, surveys are issued at three regular intervals throughout the year.
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Building the claim profile
TaxTrex uses survey information to build an R&D claim profile. TaxTrex will only report on the useful information.
Short and effective surveys
By completing three 20-minute surveys per year, your company can spend less time on paperwork.
Real-time risk assessment
The risk assessment algorithm will alert you on issues with eligibility, lack of substantiating documents, feedstock concerns and other areas that may put the R&D claim at risk.
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TaxTrex’s real-time risk assessment algorithm goes over the information collected from the surveys and creates a risk profile for the R&D claim. The algorithm evaluates the status of the claim and alerts you if an action is necessary.
If any issues arise, Swanson Reed’s R&D experts will be available to help you ensure your R&D claim is quickly back to good standing.
Phone Support: +61 1300 009 390
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Nothing beats time-stamped documents.
TaxTrex’s three annual surveys are digitally signed and sealed with the time and date of completion.
These time-stamped documents prove the iterations of the projects over time, which will help you defend your claim in the event of an audit.
Multiple level user access
Different levels of user access ensures security and communication.
Document storage system
TaxTrex provides a centralised document storage facility, allowing you to upload and store relevant files. Documents such as design iterations, technical feedback, and test results help to build a story about the progress of your project. TaxTrex’s unique document storage facility allows you to upload and store all your research accommodating documents.
Commercially track staff time
TaxTrex time tracking system allows you to easily and accurately track the amount of time your staff spend working on R&D projects. By recording this information at regular intervals throughout the year, R&D staff costs are captured, recorded and time-stamped. This unique feature helps you to accurately substantiate your costs and maximise your R&D claim’s benefit .
Visual summaries & activity mapping
An R&D project has many contributing parts, causing confusion to the taxpayer, their R&D adviser and their accountant. At any point throughout the year, TaxTrex can produce a visual summary of research activities in progress to give you a bird’s eye view of exactly what is going on.
Research based:
Tested on 500+ R&D claims per year over a 4 year period
This core feature of TaxTrex is what separates it as the professional’s choice.
Swanson Reed’s in-depth research into R&D claims and case law was published in Taxation in Australia. The research conducted in this paper formed the basis for the TaxTrex concept.
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