Eligibility Assessment & Risk Flags
Know what you may be eligible for, and where the risk is.
What you may be eligible for, and what is ready to lodge.
The problem
Eligibility is decided with almost no data. Does the work count as R&D? Is the spend eligible? Where is the claim weak? Most businesses guess, or pay a consultant to tell them, and only learn the gaps when a claim is queried.
What changes with GrantsMAX
Eligibility assessment means decisions backed by your data and a clear view of risk. Because GrantsMAX reads your connected accounting and project data, it can assess your business against each program’s rules, show where you may be eligible, and flag the activities and costs a reviewer would question, so weak spots are addressed before lodgement, not after.
Decisions backed by your data
Eligibility tested against your real activity and spend turns high-stakes guesses into an informed read on what you may be eligible for.
Find the weak spots first
Because GrantsMAX flags what a reviewer would scrutinize, you firm up the claim before lodgement, not after a query lands.
Assessed against the rules
GrantsMAX tests your business and data against each program’s eligibility criteria, not generic guidance.
- Eligibility assessed from your connected data
- A clear read on what you may be eligible for
- Specific to the program you are pursuing
Risk surfaced early
The activities and costs a reviewer would question are flagged before lodgement, with the reason.
- Risk flags on activities and cost lines
- The reason each item is flagged
- Addressed before your accountant lodges
Stronger before you lodge
A readiness view that turns guesswork into a concrete list of what to firm up before lodgement.
- Readiness score against the program
- A list of evidence to strengthen
- Handed to your accountant in better shape
Works with the accounting and document tools you already use
How eligibility assessment works
- 1
Pick a program
Choose a grant or the R&D Tax Incentive and GrantsMAX assesses you against its rules.
- 2
See your eligibility read
GrantsMAX shows where you may be eligible based on your own data.
- 3
Review the risk flags
Activities and costs a reviewer would scrutinize are flagged, with the reason.
- 4
Firm up before lodging
Address the flags, then hand a stronger pack to your accountant to review and lodge.
See it in context
Does this count as R&D?
Before
You think the work qualifies but have no clear way to test it against the program rules.
With GrantsMAX
GrantsMAX assesses the activity against eligibility criteria and shows where you may be eligible.
Where is the claim weak?
Before
You lodge and only discover the soft spots when the claim is queried months later.
With GrantsMAX
Risk flags surface the activities and costs a reviewer would question, so you firm them up first.
What you can do with it
Eligibility assessment
Your business and data assessed against each program’s rules, with a clear eligibility read.
Risk flags
Activities and costs a reviewer would scrutinize, surfaced with the reason and the fix.
Pre-lodgement readiness
A readiness view so weak spots are addressed before your accountant lodges.
Risk-flagged
before your accountant lodges
A clear read on what you may be eligible for and the risk flags to firm up before lodgement.
Explore more of GrantsMAX
Application Pack Drafting
From your accounting data to a submission-ready pack.
Grant & R&D Discovery
The funding your business may be eligible for, found for you.
Secure Connectors
Connect your stack once, read-only, via MCP.
Audit-Ready Evidence
Every figure traces back to a source document.
Review & Lodge Workflow
A shared workspace where your accountant stays in control.
Annual Refresh & Accountant Channel
A claim that comes back every year, run through your firm.
Connect your data. Discover what you may be owed.
Join the waitlist, or book a walkthrough to see how GrantsMAX prepares grant and R&D tax claims your accountant reviews and lodges.