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Official Assessor Preparation Checklist

R&D Tax Incentive & EMDG Export Market Development Grant Application Checklist

Step-by-step document schedule, eligibility rules, and assessor compliance items needed before submitting your application to AusIndustry & Austrade.

🌍 AU
AusIndustry & Austrade
Funding: 43.5% Refundable R&D Tax Offset + Up to $150k/yr EMDG
Application Readiness Score
0 of 10 Checked
0%Check each item as you gather documents to ensure a zero-defect submission.

1. Entity & Geographic Eligibility

0/3 verified

Registered business base in AU

Assessor Mandatory

Must operate with commercial premises or trading address registered within the jurisdiction of AusIndustry & Austrade.

Headcount under 50 full-time staff

Assessor Mandatory

Official enterprise limit of fewer than 50 employees (including active founder-directors).

Trading history under 120 months

Assessor Mandatory

Must be within early-stage establishment window (less than 120 months since commencement of commercial sales or incorporation).

2. Required Assessor Document Pack

0/4 verified

Incorporated Australian Pty Ltd company

Assessor Mandatory

Ensure this item is fully drafted, proofread, and signed off prior to submitting the formal application.

Annual registration with AusIndustry within 10 months of financial year end

Ensure this item is fully drafted, proofread, and signed off prior to submitting the formal application.

Evidence of generating new knowledge via scientific experimentation

Ensure this item is fully drafted, proofread, and signed off prior to submitting the formal application.

Minimum $20,000 eligible R&D expenditure in the claim year

Ensure this item is fully drafted, proofread, and signed off prior to submitting the formal application.

3. Procurement & 3-Quote Rules

0/1 verified

Itemised supplier cost breakdown & scope specifications

Clear written supplier proposals detailing scope of work, deliverables, timeline, and professional fees.

4. Budget & Matching Funds Verification

0/2 verified

Proof of 57% matching founder funds in bank account

Assessor Mandatory

Because R&D Tax Incentive & EMDG Export Market Development Grant provides a 43% grant rate, you must verify access to the remaining 57% co-funding in your bank statement.

Zero retrospective expenditure prior to formal approval

Assessor Mandatory

Ensure no deposits, invoices, or purchase orders have been signed or paid before receiving the formal Letter of Offer.

Assessor Timing & Retrospective Warning

R&D Tax Offset is claimed after EOFY via an incorporated Australian Pty Ltd; EMDG reimburses 50% of eligible export marketing.

Ready to assemble your grant pack?

Use Startup Preflight to draft, audit and compile your application.

Module A and K auto-generate the written concept, hiring schedule, financial forecast, and 3-quote supplier schedule in the exact format assessors expect.