Legislation-Aligned Templates

Templates That Tell You Exactly What to Write

Every MaxRnd template ships with built-in, step-by-step instructions — written in ATO language, embedded directly in the document. Visible when you need them. Hidden when you don't.

Templates in the
Essential Pack

23+

Pages in the
User Manual

$400

Complete Pack value —
included free

What's Included

📋

Essential Templates Pack

8+ templates covering the complete R&D documentation lifecycle — included with every enrolment

⭐

Complete Templates Pack

Advanced R&D process templates, Process Manual, Management Dashboard, and R&D Diagram Pack

$400 Free

📖

Template User Manual

23-page companion guide — covers every R&D process step, committee meetings, and the management dashboard

Built-In Guidance

Not Just a Template — A Guide in Every Field

Most templates leave you staring at a blank section wondering what to write. MaxRnd templates are different: every section has detailed, plain-English instructions embedded directly in the document — written to match what the ATO needs to see.

Instructions hidden — working view

R&D template with instructions hidden — clean working view

The clean working version. Instructions are hidden while you fill in your own content — no visual clutter during day-to-day use.

Instructions visible — guidance mode

R&D template with hidden instructions revealed — showing built-in guidance

Click the Show/Hide Formatting Marks button in Word to reveal the embedded guidance. Every section tells you exactly what the ATO expects and how to fill it in correctly.

💡

How to reveal the instructions in Word

Open the template in Microsoft Word and click the ¶ Show/Hide Formatting Marks button in the Home ribbon (or press Ctrl+Shift+8 on Windows / ⌘+8 on Mac). The hidden instruction text will appear in each section — written specifically to guide your R&D record-keeping in ATO-compliant language. The Template User Manual (included) provides the full walkthrough.

Template User Manual

A 23-Page Process Guide — Not Just a Zip of Files

Every template pack comes with the R&D Tax Incentive Template User Manual — a comprehensive companion document that walks you through how to use each template, in what sequence, and why each step matters for ATO compliance.

This isn't a quick-start guide. It covers 13 key R&D process steps and artefacts, Technical Committee meeting management, and the R&D Management Dashboard — giving you a complete operating system, not just individual documents.

1 Purpose — the R&D Tax Compliance Manual and its role
2 How to use your templates — showing instructions, Essential and Complete packs explained
3 Key R&D Process Steps & Artefacts — 13 steps from Product Strategy to Report & Measurement
4 R&D Technical Committee Meetings — minutes, agendas, action lists, and post-meeting updates
5 R&D Management Dashboard — Product Strategy Dashboard, Project Dashboard, and tracking

Enrol to Access the Manual →

Included Free

R&D Tax Incentive Template User Manual — Table of Contents

Template Packs

Essential Pack & Complete Pack — Both Included

Every R&D Tax Incentive with Templates enrolment includes the Essential Templates Pack as standard, plus the Complete Templates Pack — $400 of additional value — at no extra cost.

Included

Essential Templates Pack

The core template library covering every stage of the R&D documentation lifecycle — from strategy through to cost analysis and compliance reporting.

Training, Diagnostic & Strategy Workshop

Discuss current Record-Keeping practices
Understand your records information flow
Documentation applicable to your sector
Discuss 6-steps to improve Record-Keeping
Feedback on potential claim improvement

Records Workshop & Gap Analysis Report

Review Product Strategy Records
Review Project Planning Records
Review Eligibility Criteria Records
Review Experiment Planning & Results
Review previous Claims
Review Core Activity cost tracking
Review Supporting cost tracking
Provide a Gap Analysis Report
R&D Tax Information Session

Templates Received

Product Strategy Template
R&D Project Planning Template
Experiment Planning Template
Experiment Results Template
Core Activity Cost Analysis Template
Supporting Activity Cost Template
R&D Tax Implementation Checklist
Template User Manual

$400 Included Free

Complete Templates Pack

Advanced R&D process management templates. Builds on the Essential Pack with a full Process Manual, Management Dashboard, and multi-team documentation structure.

Records & R&D Manual Workshop

R&D Documentation Structure
Product Strategy Documentation
R&D Process Framework
Work Management Tools
Work Breakdown Structure and Time Tracking
R&D Document Repository
Apportionment

R&D Process Workshop & R&D Manual

Develop an R&D Business Process Manual
R&D Manual ready for implementation
Tailored R&D Templates ready for use
R&D Manual Review workshop
Summary for departments of processes
Identify templates requiring updates
Recommend automation and tools

Additional Templates Received

R&D Process Manual Template
R&D Process Diagram Pack
R&D Manual Checklist
R&D Management Dashboard
Advanced Project Tracking Templates
Multi-Team R&D Record Templates
R&D Portfolio Overview Template

Templates That Tell You Exactly What to Write

Not Just a Template — A Guide in Every Field

How to reveal the instructions in Word

A 23-Page Process Guide — Not Just a Zip of Files

Essential Pack & Complete Pack — Both Included

Essential Templates Pack

Complete Templates Pack

Both Packs Included — Over $400 in Value at No Extra Cost

Templates That Work — From Day One