CALCULATOR

R&D Tax Offset Calculator

Estimate your refundable or non-refundable offset for FY26. Uses the live ATO formula - refundable tier under $20M turnover, intensity-tiered above. No sign-up.

Calculator · FY26

Live indicative offset, ATO formula

Aggregated turnover (AUD)

Group revenue including connected/affiliated entities.

Notional R&D expenditure (AUD)

Total eligible R&D expenditure for the year.

Total expenses (AUD)

Used to compute R&D intensity (non-refundable tier only).

Company tax rate

25% for base-rate entities; 30% otherwise.

Estimated offset

$261,000

RefundablePaid as cash if in tax loss

Refundable: company tax rate (25.0%) + 18.5pp premium. Applies because aggregated turnover is under $20M.

From this estimate to a review-ready draft, in days.

We structure your evidence and draft the AusIndustry Project Description plus the ATO R&D Schedule inputs. You review with your registered tax agent, you approve, you lodge.

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Indicative only. Subject to AusIndustry registration, eligible expenditure rules, feedstock adjustments and the $150M R&D cap.

Educational estimate only. Excludes the $150M expenditure cap, feedstock adjustments, clawbacks and any non-arm's-length adjustments. Confirm with your tax agent before lodging.

Ready to file?

Stop reading. Start preparing.

KarenGrants applies everything in these guides automatically - from your codebase, tickets and payroll - and hands your tax agent a lodgement pack at the end.

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