SR&ED
Support for Scientific Research & Experimental Development (SR&ED) claims — from an initial qualification review through documentation, claim preparation, and coordination with the CRA.
Who this is for
Is this service right for you?
- Technology companies developing new or improved products
- Startups conducting systematic experimentation
- Businesses unsure whether their work qualifies for SR&ED
- Companies that have claimed before and want ongoing support
What's included
Here's what we handle
- Initial review of your work against SR&ED qualification criteria
- Guidance on documenting technological uncertainty and experimentation
- Identification of eligible costs
- Preparation of the SR&ED claim alongside your T2 filing
- Coordination with the CRA during claim review, where needed
Process
How we work together
- 01
Qualification review
We discuss your projects to assess whether they involve technological uncertainty and systematic investigation.
- 02
Documentation guidance
We advise on the records that support a claim — project notes, time tracking, and technical outcomes.
- 03
Claim preparation
Eligible expenditures are identified and the claim is prepared alongside your corporate tax filing.
- 04
Filing and follow-up
The claim is filed and we assist with any CRA follow-up or review requests.
Special situations
We also help with
- First-time SR&ED claimants
- Projects that combine eligible and non-eligible work
- Companies preparing documentation retroactively
FAQ
Common questions
Generally, work involving technological uncertainty, systematic investigation or experimentation, and a technological advancement. Ordinary product development or routine engineering typically doesn't qualify on its own — qualification depends on the specific facts of your project.
Contemporaneous records are best — project notes, version history, test results, and time tracking that show the uncertainty you faced and the systematic approach you took to resolve it.
This depends on your eligible expenditures and current federal and provincial SR&ED rules. We don't quote refund percentages up front — we review your actual costs and eligibility first.
Ready when you are
Ready to get started with SR&ED?
Book a consultation and we'll walk through exactly what your situation needs.