R&D Innovate
RnD Tax Workbench
Prepare Australian R&D Tax Incentive claims on your own machine. Import your general ledger, payroll and timesheets, classify expenditure against Division 355, and produce a defensible schedule.
Download
Around 585 MB on macOS, 291 MB on Windows. Not sure which Mac you have? Apple menu → About This Mac. "Apple M1" or later means Apple silicon.
What it does
- Imports general ledger, profit and loss, balance sheet, trial balance, payroll and timesheet files, including PDFs
- Classifies expenditure across 19 categories and applies R&D percentages with a cascading fallback resolver
- Applies Division 355 rules, including feedstock adjustments, associate payment timing, and s 355-225 exclusions
- Calculates the refundable and non-refundable offset positions against aggregated turnover
- Produces a working-paper schedule with the reasoning recorded for review
Requirements
- macOS 12 Monterey or later, or Windows 10 / 11 64-bit
- Around 2 GB free disk space after installation
- Internet connection for AI-assisted classification
Installing on macOS
- Download the file matching your processor
- Open the .dmg and drag RnD Tax Workbench into Applications
- Launch from Applications
Installing on Windows
- Download the .exe
- Windows SmartScreen will show a warning on first run. ChooseMore info, then Run anyway.
- Follow the installer, then launch from the Start menu
Your data
Financial data is held in a local database on your own machine. Files you import are not uploaded anywhere. AI-assisted classification sends only the extracted account descriptions needed for the task, and R&D Tax Incentive processing is pinned to Australian regions with no offshore fallback.
Verifying your download
Compare the SHA-256 of the file you downloaded against the published value. On macOS: shasum -a 256 <file>. On Windows: certutil -hashfile <file> SHA256.
Support
Questions, defects, or help with the software:rd@rdinnovate.com