SR&ED guides
Clear, practical guides to understand SR&ED and prepare a claim that holds up — from eligibility to the T661 to filing.
SR&ED Guide
A plain-English guide to the SR&ED tax incentive: what qualifies, how the credit is calculated, the forms you file, and how to prepare a defensible claim.
Eligibility Guide
How the CRA decides if work qualifies for SR&ED: the three criteria — technological uncertainty, systematic investigation, and advancement — with examples.
T661 Guide
A line-by-line guide to Form T661: the project descriptions on lines 242, 244 and 246, the expenditure sections, the proxy amount, and common mistakes.
Audit Checklist Guide
What happens during a CRA SR&ED review: what triggers one, the documents a reviewer asks for, and how to assemble an audit-ready binder to defend your claim.
Documentation Guide
What documentation the CRA expects for an SR&ED claim, the types of evidence that prove eligibility, how to track SR&ED time, and how long to keep your records.
Claim Process Guide
The end-to-end SR&ED claim process: identify eligible work, gather evidence, write narratives, calculate expenditures, file with your T2, and get paid.
Deadlines Guide
When SR&ED claims are due: the 18-month reporting deadline explained, why it's effectively a hard cutoff, and how to work out your exact filing date.
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