R&D Business Services

Tracy-Jayne Webb LLB, MBA

Research and Development tax agent and business consultant.

Since 1997 Tracy-Jayne has been specialising in R&D tax and business consulting, servicing over 90 small, medium and large organisations around Australia in a wide variety of industries. She is amongst the most experienced and knowledgeable R&D tax agents in Australia.

Prior to starting her own business in 1997, Tracy-Jayne worked for the Australian Taxation Office, in the audit, review, and human resources areas.

T-J holds a Bachelor of Laws and a Master of Business Administration and is a member of the Taxation Institute of Australia and the Australian Institute of Management.

She is a registered tax agent for the purpose of the R&D tax regime.

Carly Webb B.Com(Acc)

Research and Development Administration Manager

R&D Business Services welcomed Carly to the team in January 2013. Offering over 15 years working knowledge of business administration and accounting practices, Carly is responsible for ensuring that all administrative aspects of the R&D process are efficient, personal and professional. Her philosophy is to make the R&D registration process as easy as possible for our clients.

Carly successfully completed her Bachelor of Commerce (accounting major) at Griffith University in 2015, and she uses her in-depth knowledge of business transactions to positively assist clients to maximise their entitlement to the R&D tax incentive.

She is presently providing expert R&D consultative services and is aiming to gain registration as an R&D tax agent in the future.

Glenn Martin BSc, MB. Ch B, FRCSC

Research and Development tax and business consultant

Glenn is a working ophthalmologist and scientist.  He is retained by R&D Business Services as  our in house consultant.

Our Process:

Our process is personal and professional. You will speak to someone who has been completing R&D tax claims for 18 years and has seen thousands of projects. We don’t expect your project or company to fit a pre-conceived idea of what it should be like. You talk, we listen. The process usually goes like this:

• We have an initial discussion to confirm whether your company’s projects will fall into the criteria to obtain the R&D tax incentive. Email, phone or Skype can be used to do this.
• We will give you assistance with appropriate record keeping mechanisms.
• After the end of the financial year, an in depth interview is conducted to obtain further detailed information on your R&D projects. We can also answer any further queries you may have about other projects you have in mind, see your prototypes, see your workshop and shake your hand. This process is best done face to face and may involve us travelling. Skype is also an option. This interview provides the information we use to write your project descriptions. We want to meet you and get to know you so that we can accurately represent you and describe your efforts. This meeting usually only takes 1.5 hours.
• We send you some forms to fill out and we help you to do that.
• We collate data, write project descriptions and do calculations based on information provided by your company.
• You review and sign-off of submission documents
• We electronically submit to AusIndustry.
  Once the application has been approved by AusIndustry, we will take care of the ATO research and development tax incentive schedule for inclusion with your company’s income tax return. This may require consultation with your company tax accountant.
  Basically R&D Business Services will take you through the process. You just need to talk to us, provide some costing information and get on with your job of innovating!

R&D Business Services in Sherwood, Brisbane, QLD is listed under Accountants Offering Business & Company Tax Returns, ATO Tax Auditing, Tax Planning.

Some other services offered by R&D Business Services include Estate Planning.

Call the staff at R&D Business Services to receive more information about our services.

Products & Services

• Preparation of R&D tax incentive registrations.
• Consultative services to companies in the manufacturing/innovation sector regarding their new products and processes as applied to taxation law, particularly to the R&D tax incentive.
• Costing of projects
• Compliance with substantiation requirements of the ATO
• Clarification and guidance regarding definitions of R&D activities under the law as well as documentation requirements
• Project planning assistance
• Technical and strategic outcomes planning assistance as applied to research and Development
• Assistance with tax implications.
• Preparation of the R&D schedule for the company tax return
• Advocacy assistance for compliance activities by the ATO and AusIndustry