Welcome
This portal collects the information Overlander Capital needs to prepare your R&D Tax Incentive claim: your project description for AusIndustry registration, and the data behind your expenditure workbook. Work through each section, upload your records in the Documents area, then submit. You can save and return at any time.
Your sections
Company details
Confirm the entity making the claim and its group and finance position. These feed the registration and our entitlement checks.
R&D project
Describe the project in technical terms: what you set out to achieve, what was uncertain, and how you tested it. This is the basis of your AusIndustry project description, so keep it factual and specific. Avoid sales or marketing language.
R&D activities
Break the project into activities. A core activity is experimental work whose outcome could not be known in advance. A supporting activity is work done for the purpose of a core activity (for example sourcing materials, or evaluating results). Add as many as apply.
Expenditure
Provide the staff, contractor and other costs connected to the R&D activities. We use this to build your expenditure workbook. Estimates are fine at this stage; we reconcile against your general ledger and payroll later.
People working on R&D
List each person who worked on the R&D activities and the rough share of their time spent on it. Add a row per person.
Documents (data room)
Upload the supporting records for your claim. These corroborate your activities and expenditure if AusIndustry or the ATO review the claim. Drag the relevant file into each category, or note where it sits if we already hold it.
Questions from Overlander
As we work through your claim we may have follow-up questions or items to confirm, for example a short summary of what a particular contractor did. They appear here. Answer each one and save. We are notified as soon as you respond.
Review & submit
Check your progress below. When you are ready, submit your responses to Overlander. You can keep editing after submitting if anything changes.
Ready to submit?
Submitting packages your answers and your document list for the Overlander team. In this prototype it produces a downloadable file you can send us; in production it notifies us automatically.
Your claim
Once Overlander has prepared your claim, your expenditure dashboard and net benefit summary appear here.
Your claim dashboard is being prepared
When your project description and expenditure workbook are finalised, Overlander publishes your interactive claim summary here: eligible expenditure, the breakdown by activity, your estimated offset, and the compliance position. This is the same view you have seen in the FY25 dashboard, delivered inside your secure portal.