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Research and development (R&D) tax credit
Te tukunga take mo te rangahau me te whanaketanga

The R&D tax credit has been repealed, effective from the 2009-10 income year. It is still available for qualifying expenditure on R&D activities carried out in the 2008-09 income year. Find out more about the R&D tax credit repeal >

Tax agents: To file a detailed statement on behalf of a client, you must upgrade your online services user ID to access your client's detailed statement. For help, ask the online services support person or administrator in your office, or contact the R&D tax credit team.

Calculating the limit on expediture if you are not part of a group

Calculating your eligible internal software development expenditure

For a developer who is not a member of any internal software development group, the eligible expenditure on internal software development which a tax credit may be claimed for is limited at $3 million for a full year.

If the person is not a member of any group in a part-year, the following formula applies to pro rata the limit on a daily basis.

$3 million x days*
 365

*Where "days" is the number of days they were not a member of a software development group.

Eligible expenditure not related to internal software development is not affected.

Example - not a member of a group for part year

Company A and Company B both have a balance date of 31 March. Company A undertakes internal software development. For the first 73 days of the year, Company A is not under common control with any other developer. However, on 13 June 2008, Company B - also a developer - buys 100% of Company A.

In claiming a credit, Company A is limited to eligible expenditure of $3 million x 73/365 = $600,000 for the period when it did not belong to any group.

If Company A's actual eligible amount for the period is less than $600,000, it can claim a credit for the full amount. If Company A's actual eligible amount for the period is $700,000, Company A will only be able to claim a tax credit for $600,000.

Note: Examples are simplified. You should check the detailed R&D information and/or consult your professional advisor.

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Date published: 30 Sep 2008

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