The export stage turns the reviewed claim workspace into draft filing forms and an indexed supporting binder. SREDlog prepares these materials; it does not file the corporate tax return.
Before exporting
- Resolve outstanding project and evidence review items.
- Confirm the tax year, claimant details, expenditures, and proxy or traditional method inputs.
- Review the T661 narrative fields and Schedule 31 calculations.
- Complete any applicable provincial schedule information.
Generate the forms and binder, then have the responsible tax professional review the output against the T2 return. Regenerate after any material change so the exported package stays consistent with the workspace.