If your lender needs a comfort letter to unlock your R&D refund, we’ll provide a fast, compliant, and credible letter confirming your eligibility and linking your costs to the R&D work undertaken.
“Absolute expert on R&D — cuts through the complexity and gets it done.”
Most lenders use this comfort letter to advance up to 80% of your expected refund — so accuracy and credibility matter.
250+ Aussie founders gave us 5 stars ★★★★★ on Google — here’s why.
To complete your comfort letter, we’ll need the following documents. These help us confirm your R&D activities are eligible and that the costs align with the claim.
1. Profit & Loss Statement (Excel preferred)
Outlines your business expenses for the relevant claim period.
2. R&D Budget (Excel preferred)
Add a new column to your P&L showing which expenses relate specifically to R&D.
3. Payroll Summary (Excel preferred)
Include staff names, roles, and the percentage of time they spent on R&D.
4. Timesheets
Demonstrate actual staff time spent on eligible R&D activities.
5. Summary of R&D Activities
A description of your core and supporting activities, the hypotheses tested, and the experiments conducted.
6. Your Most Recent R&D Application
If you’ve already lodged it, this helps us check for consistency and changes.
7. Associate Cost Breakdown
Include names, roles, relationships to the business, and amounts claimed.
8. Payment Records
Show that associate-related expenses have actually been paid (bank statements or remittance records).
9. Tax Loss Confirmation
Provided by your accountant, confirming your tax loss position.
10. Grant Agreements
If you’ve received any government grants linked to your R&D, please share the contracts.
Our role is to confirm the technical eligibility of your R&D work and how your expenses support that work.
Your R&D finance provider will also review areas that sit outside the scope of our comfort letter, including:
Our letter provides the compliance foundation lenders need to move forward — not a full tax or legal opinion. We work alongside your lender, not instead of them.
Submit your payment here
We’ll send you a checklist and upload link for your documents.
We assess your documents, validate your R&D activities, and confirm cost alignment.
We may speak with your technical or finance team to clarify any items.
You receive a signed comfort letter within 1–2 weeks (subject to timely document submission).