Client factual review asks the people closest to the work to confirm whether selected statements are accurate. It does not ask the client to decide SR&ED eligibility or approve the tax position.
Prepare and send the review
- Resolve the major evidence and narrative issues first.
- Select the facts or narrative sections the client should confirm.
- Review the recipients and the version being shared, then send the review link.
Use the response record
SREDlog retains the reviewed snapshot, reviewer, decision, comments, and time. If the underlying content changes materially, the earlier decision is no longer treated as confirmation of the new version.