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Guidance & practical tools

SR&ED resources

Find guidance for your claim, practical tools and help using SREDlog.

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SR&ED guides

Find the guidance that fits your stage of the claim.

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The SR&ED guideAn introduction to the program and preparing a claim.What work may qualify?Eligibility criteria, technical uncertainty and exclusions.

Prepare your claim

Supporting documentationThe records and evidence behind a claim.Understanding Form T661Project descriptions, expenditures and common mistakes.The claim processFrom identifying work to reviewing the filing package.

File & review

Filing deadlinesReporting dates and the information required to file.Preparing for a CRA reviewWhat to expect and how to organize supporting records.
Looking for examples in your field?Explore industry guides

Tools & templates

Practical resources you can use without an account.

Calculate

Filing deadline calculator

Work out a corporation’s reporting deadline from its fiscal year-end.

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Documentation templates

Excel templates for time logs, project records and client imports.

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Explore

Worked examples

Fictional examples showing how source records can support claim preparation.

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Look up

SR&ED glossary

Plain-language definitions for tax, technical and program terms.

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Articles & updates

Practical reading on SR&ED workflows and the product.

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From SREDlog

SR&ED capital property records: a 2026 checklist

A practical 2026 checklist for tracing SR&ED capital property costs, operating time, project use and Form T661 entries before filing.

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Can you claim SR&ED without timesheets?

Missing timesheets do not automatically rule out an SR&ED claim. Learn how to review labour records, explain allocations and identify gaps before filing.

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How much is an SR&ED claim worth? A 2026 worked example

A 2026 SR&ED calculation run end to end on a hypothetical Ontario CCPC: the 55% proxy, the 35% credit, the provincial grind, and the cash that lands.

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Help with SREDlog

Instructions, product answers and a way to reach our team.

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Help & documentationStep-by-step instructions for the SREDlog workspace.Product questionsAnswers about the trial, pricing, privacy and how SREDlog works.Talk to our teamAsk a question or get help with your account.

General information, not tax advice. Confirm your claim position with a qualified professional.

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