App Feasibility Documentation

User Experience

Personas Sitemap & Userflow

Who will be using the website? What pages the website will have?

Wireframes

The homepage

Logo

IndustryGoselect

Personas

JamiePartner of SME start up in IT

EvanAccountant with Agrifood SME

Partner of SME start up in IT Jamie

I am hoping that are company is eligible for a claim and that the process is easy to understand and

easy to complete.

I am interested in the tax incentive as money is tight and we are looking at ways to keep the

company afloat.

Jamie wants to know what the R&D tax incentive is and whether his company is eligible.

Next experience

Looking for

Motivation

Jamie is from a new SME start-up in the IT sector. He is new to the R&D tax incentive and has not

visited the website before.

Worldview

This is the first time that Jamie has investigated the R&D tax incentive. However, a friend did

advise that he should use a tax consultant. He is curious to know if he can do it himself.

I already do so much admin and I don't want this process to be difficult and arduous.

Too much information about the program. Just needs enough information to tell his partner

whether they should move further.

Not looking for

Last experience

Demotivation

Accountant with Agrifood BusinessEvan

My last experience was a bad one. I spent hours labouring over these forms and we got audited

anyway which took hours again.

I'm unsure I can get anyone to really help me with this process.

I need to make sure that this year I make the process easier for myself by getting more

information from the staff about our activities.

My motivation is to make this process easier as its always a headache.

I need information on the types of activites we do and how to best represent these in the

documentation I need to fill out.

Next experience

Looking for

Information on eligibility. I know we are eligible as we have been doing the tax incentive for a number

of years.

Not looking for

Last experience

MotivationDemotivation

I have to do the paperwork for the tax incentive. Once a year I'm left scratching my brain trying to

work out how to fill in these documents.

Worldview

Sitemap

Step 3: Registration

Overseas work

Is our work eligible?

What deductions are eligible?

Work activity records

Financial records

Step 2: Keeping Records

Before you start

How do I register?

Step 1: Am I eligible?

Is my company eligible?

Eligibility tool

Core activities

Core Activity Tool

Supporting Activity Tool

Supporting activities


Case Studies

Individual Case Studies

R&D Tax Incentive: What you need to know



Overseas work




Financial records


Before you start

How do I register?



Eligibility tool

Core activities

Core Activity Tool




Case Studies




Jamie's User Journey

Right, what is this thing...

"I have heard about the R&D tax incentive and I want to know if we can possibly claim it"

Just met up with another small IT company that is building a new product. They are claiming the R&D tax incentive so I want to find out if we can claim it as well.

Theoretically it looks good. But are we the right sort of company?

1

Scenario

And what about the work we do? We don't conduct "experiments"

per se.

2

This core and supporting stuff is complicated. Is there a way to

simplify it?

3

4

5

6

OK. I think we are eligible. What do I do now?


Overseas work




Financial records


Before you start

How do I register?



Eligibility tool

Core activities

Core Activity Tool




Case Studies




Evan's User Journey

"I completed the R&D paperwork last year on behalf of our company. We have the structure in place but there are many things I don't remember...

It's R&D Tax Incentive time and management have asked me to sort out the paperwork. I want to use the website to understand what information I am going to need to fill out the form correctly.

Nothing about my activities here but the "before You Start" section is probably a good place for me.

0

2

Scenario

I want to know how to classify our activities when I am filling out the

registration form.

1

OK. Now I understand more about the information I need to gather. I also know where to find out more

about activites. 3

2

Logo

2013 - Lorem ipsum

R&D Tax Incentive

STEP 1: AM I ELIGIBLE?


Is our owrk eligible?


What you need to know

STEP 2: KEEPING RECORDS

Financial records


STEP 3: REGISTRATION

How do I register?

Before you start

INDUSTRY CASE STUDIES

What is it? The R&D Tax Incentive is an entitlement program that helps businesses offset some of the costs of doing R&D.

The benefits are: 1. A 45 per cent refundable tax offset to eligible entities with an aggregated turnover of less than $20 million per annum;2. A non-refundable 40 per cent tax offset to all other eligible entities.

It is open to firms of all sizes in all sectors who are conducting eligible R&D.

Don't I need to have some minimim amount of expenditure or something to be eligible? I couldn't find reference to this anywhere on the site.

Who is it for?

The R&D Tax Incetive is a self-assessment program. You will need to do the following:

1. Determine whether you are eligible2. Ensure you keep adequate records of your R&D activity3. Register for the program

Follow the guided steps on the left to complete the registration process.

To receive help related to your industry through out the process, please choose your industry from the drop down menu now. For help for all industries please refer to the case studies.

What do I need to do?

selectIndustry Go

What you need to know

Homepage Mock Up

Core Activities Flow

no

yes

Did the experimental activites employ scientific methods?

Sector-specific experiment examples

don't know

yes

no

no

View sector specific examples of the scientific method being

used

don't know

Could the outcome of the experiment be known in

advance?

Was a set of experiments carried out?

Was the purpose of the experiment to generate new

knowledge?

View sector specific examples of generating new knowlecdge

no

yes

don't know

no

yes

Is the activity ont he R&D exclusion list?

View the R&D exclusion list

don't know

no

yes

Was the activity copnducted in Australia?

View the R&D exclusion list

yes

no

Has a finding been made that this activity meets the conditions in

section 28D of the Industry Research and Development Act 1986

yes

This is a core R&D activity This is not a core R&D activity

no

no

You must retain records which demonstrate that your activites are eligible.

App Feasibility Documentation

Design

Transcript of App Feasibility Documentation