R&D Tax Incentive Services
Innovative businesses often miss out on the R&D Tax Incentive because the process feels complex, technical and time-consuming. At Xigma, we offer a structured and compliant way to manage R&D claims by combining:
- Xigma’s tax, accounting and R&D expenditure expertise; and
- An independent specialist, our Advisory, led by a scientist who focuses on the technical R&D documentation required by AusIndustry.
This model keeps roles clear, protects your interests, and avoids conflicts.
What Xigma does
Xigma Accountants will:
- Review your business and projects at a high level to assess whether R&D may be relevant.
- Work with you to identify and calculate eligible R&D expenditure for tax purposes.
- Integrate the R&D claim into your tax return and financial statements.
- Ensure that the tax treatment is aligned with current ATO requirements (based on information you provide).
- Maintain our usual standards of confidentiality, documentation and internal controls.
We contract with you directly for our scope of work and remain fully responsible for the quality and accuracy of our accounting and tax services.
What our specialist partner does
Our independent R&D partner, Our Advisory, is responsible for:
- Working with you to understand your projects at a technical and scientific level.
- Preparing the technical R&D documentation in line with AusIndustry guidelines.
- Making sure the technical descriptions and project narratives reflect the information you provide.
Our Advisory contracts directly with you for its scope of work and is solely responsible for the quality and accuracy of its technical documentation.
You remain responsible for the accuracy and completeness of the information you provide to both parties.
Clear roles, clear boundaries
To protect you and keep things clean:
- Xigma handles tax, accounting and R&D expenditure calculations.
- Our Advisor handles technical R&D documentation and AusIndustry-style requirements.
- Each firm holds its own Professional Indemnity (PI) insurance and is responsible only for its own work.
- We do not interfere with each other’s professional judgement.
This means you get a joined-up service without blurring responsibilities.
Fees, invoicing & independence
We are very clear about fees and independence:
- Each party discloses its own fees to you in its own engagement documentation.
- In most cases, each party invoices you directly for its own work.
- If on a case-by-case basis one party issues a combined invoice:
- The other party’s fees will be clearly itemised, and
- We will explain which services are provided by which firm.
There are no hidden commissions or mark-ups between Xigma and RightRise Advisory for R&D Tax Incentive work.
Since each party bills for its own services, there is no conflicted remuneration.
You always know:
- Who is doing what
- What you are paying for
- Who is professionally responsible
Who this is for
This R&D service model is designed for:
- Australian businesses (and eligible overseas projects) undertaking genuine innovation or experimentation;
- Companies that want a proper, documented approach rather than a “quick claim”;
- Business owners who value discipline, documentation and realistic expectations, not hype.
We work with clients in any Australian state and, where eligible, with projects that have overseas components, subject to the R&D rules.
How the process works (simple steps)
You can simplify this in a visual on the website if you like:
- Initial conversation with Xigma
- We discuss your business, projects, and whether R&D may be relevant.
- If appropriate, we introduce you to RightRise Advisory.
- Technical R&D assessment with RightRise Advisory
- They explore your projects at a technical level.
- If you proceed, they prepare the technical documentation required.
- R&D expenditure calculation with Xigma
- We work with you to identify and calculate eligible R&D expenditure.
- We ensure the claim is reflected correctly in your tax and financials.
- Lodgement and ongoing support
- Xigma manages the tax side of the R&D claim.
- Our advisory supports on technical queries relating to the R&D description.
Throughout, you remain in control and informed.
Important notes & expectations
- Eligibility for the R&D Tax Incentive depends on legislation, AusIndustry/ATO guidance and your specific facts. No outcome is guaranteed.
- Both Xigma and our Advisory rely on the accuracy and completeness of the information you provide.
- We recommend early planning so that records, time-keeping and cost tracking support your R&D claims, rather than trying to reconstruct everything at the last minute.
