SR&ED resources
Find guidance for your claim, practical tools and help using SREDlog.
SR&ED guides
Find the guidance that fits your stage of the claim.
Start here
The SR&ED guideAn introduction to the program and preparing a claim.What work may qualify?Eligibility criteria, technical uncertainty and exclusions.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.
Open the calculatorDownload
Documentation templates
Excel templates for time logs, project records and client imports.
Browse the templatesExplore
Worked examples
Fictional examples showing how source records can support claim preparation.
See the examplesLook up
SR&ED glossary
Plain-language definitions for tax, technical and program terms.
Browse the glossaryArticles & updates
Practical reading on SR&ED workflows and the product.
SR&ED contract payments: who is doing work for whom?
Learn how SR&ED contract payments affect the payer and performer, with practical records for separating experimental work from routine delivery.
Read article From SREDlogHow to allocate founder time to SR&ED
Learn how to allocate founder and owner-manager time to SR&ED using defensible activity records, while keeping specified-employee limits separate.
Read article From SREDlogWhat counts as support work in an SR&ED project?
See how testing, programming, and data collection can support an SR&ED claim, with practical examples and the records needed to explain the work.
Read articleHelp with SREDlog
Instructions, product answers and a way to reach our team.
General information, not tax advice. Confirm your claim position with a qualified professional.
How our resources are reviewed