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Prepare and document an R&D tax claim in-house in 3 steps
TaxTrex is AI software that helps accountants offer R&D tax services to their clients.
3 Simple Steps
Designed for accountants
82% of accountants think that preparing R&D claims without specialist help is too risky. TaxTrex allows you to prepare R&D claims with little or no risk.
No conflict of interest
TaxTrex is backed by Australia’s largest R&D tax advisor, Swanson Reed. We are 100% independent and only prepare R&D claims. We won’t compete with you for tax work.
Simple integration
All you need to use TaxTrex is an Internet connection. After you and your client register with us, you can start offering R&D tax services to that client immediately.
Full support provided
TaxTrex is a product of Swanson Reed. Swanson Reed prepares 1,500+ R&D claims per year. Integration of TaxTrex entitles you to our extensive R&D expertise.
Based on peer-reviewed research
TaxTrex is successfully applied to 1,500+ R&D claims per year. Its concepts were published in Australia’s leading tax journal, Taxation in Australia.
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Client management and risk assessment
TaxTrex includes the tools you need to manage and offer an R&D claim service in-house from initial assessment to the claim submission.
Simple process
Visit our features page for more details on each tool.
TaxTrex processes over 1,500 R&D claims each year
TaxTrex has been featured in
Always on track
TaxTrex’s highly secure real-time diagnostic tools will ensure that your R&D claim is prepared to the highest standard.
Expert support and advice
Integrating TaxTrex in your firm gives you full access to our R&D tax expertise and 3rd party advice. With that power at your disposal, you will regain control of your client’s R&D claim, generate more advisory fees, all with a limited risk exposure.
We sign-off = No risk to you
Once you and your client have completed the 3 surveys, Swanson Reed will review the information collected by TaxTrex. To avoid any risk exposure to you, we will compile the final submission and provide the 3rd party sign-off.
What do our customers say?
Glenn Cosgrave
“TaxTrex is the most proactive method on the market” — Director, Bates Cosgrave – Sydney
James Tng
“Targeted questions help to ensure the R&D is eligible” — Director, Moore Stephens – Perth
John Knight
“TaxTrex leaves no stone unturned” — Managing Director, businessDEPOT – Brisbane
David Coutts
“This will revolutionise the way companies substantiate their R&D claims” — Senior Manager, Aston Ryan – Melbourne
FAQ
Frequently asked questions
What is TaxTrex?
TaxTrex is AI software that helps accountants offer R&D tax services to their clients.
TaxTrex is AI software that helps you self-claim.
How does TaxTrex work?
Prepare and document an R&D tax claim in-house in 3 steps.
3 Simple Steps: Learn what to claim (25 minutes) · Complete 3 surveys (1 hour) · Populate application & supporting docs (5 minutes).
How much does TaxTrex cost?
Fixed Fee pricing from $375 per month. See pricing.
How do the surveys work?
TaxTrex surveys were designed by experts to capture the scientific process as it happens. Once a project is created, surveys are issued at three regular intervals throughout the year.
TaxTrex’s simple yet effective process reduces the administrative burden of the R&D Tax Incentive. By completing three 15-minute surveys per year, your company can spend less time on paperwork and more time on innovation.
What is the risk profile?
TaxTrex synthesises the information collected from the surveys and generates a risk profile for each project. Areas of risk that are identified through this algorithm include issues with eligibility, lack of substantiating documents and feedstock concerns.
Is TaxTrex based on research?
The TaxTrex approach is based on case law research, as published in the peer-reviewed journal, Taxation in Australia. Our process will ensure your claim is substantiated in line with the requirements of AusIndustry.