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Research & Development: Tax Incentives & Tax Loss Cash Out

Understanding Eligibility, Benefits, and Deadlines.

Created byTEO Training
BeginnerUpdated Jan 21, 2025

What You'll Learn

  • check_circleHave meaningful conversations with clients about accessing the R&D tax incentive or R&D tax loss cash out.
  • check_circleUnderstand the filing requirements and deadlines for both R&D regimes.
  • check_circleIdentify the eligibility requirements and applicable activities under each R&D regime.
  • check_circleAdvise clients on the calculation and potential repayment scenarios for R&D tax credits or loss cash out.

About This Course

Are you incurring R&D expenditure in your business?You may be able to access one or both of the R&D tax incentive regimes on offer under the New Zealand tax rules. Join this session if you would like to access the tax credits (which can be refunded) as there are some deadlines looming on 2 and 7 May 2024.

The seminar will provide an overview of the two R&D regimes (Research & Development Tax Loss Cash Out and Research & Development Tax Incentive) under the New Zealand Income Tax Act 2007, looking at:

  • Entity eligibility requirements – different for each regime.
  • Eligible R&D activities – also different for each regime.
  • Calculation of the tax credit/tax loss cash out.
  • Repayment scenarios under the R&D tax loss cash out regime.
  • Filing requirements and deadlines.

Suited to:

Graduate to manager level in public practice (law and accounting) and those who want a better understanding of the two R&D regimes offered within the New Zealand tax legislation.

Course Content

1 activity • 1 videos • duration: 1h 15m

  • videocamResearch & Development - Tax Incentives & Tax Loss Cash Out
    Duration 75:22

Your Instructors

TEO Training

menu_book204 courses
star230 reviews

TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Katherine Ong

Associate Partner Tax Advisory, Findex /Crowe

Katherine has over 15 years’ experience in providing taxation advice to a wide range of clients from high net wealth individuals, privately owned New Zealand companies to multinational corporates. Katherine specialises in providing advice on R&D matters, corporate tax matters and international tax.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

5.0 out of 5
Student's Choice
6 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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