SR&ED guides
Practical guidance on eligibility, records, Form T661, deadlines and CRA review, written for the people preparing the claim.
SR&ED Guide
A plain-English guide to the SR&ED tax incentive: what may qualify, how the credit is calculated, the forms you file, and how to prepare a well-supported claim.
Eligibility Guide
How the CRA assesses SR&ED eligibility: advancement, technological uncertainty, systematic investigation, experiments, analysis, and common exclusions.
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, which records a reviewer may request, and how to organize a clear supporting package.
Documentation Guide
What documentation the CRA expects for a 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
Follow the SR&ED claim process from identifying potential work and gathering evidence through narratives, calculations, review and filing.
Deadlines Guide
When SR&ED claims are due: the reporting deadline for corporations, the prescribed information required by that date, and how to calculate the date.
Put the guidance beside the project record
Start a free trial with one client, tax year and an active project your team can review.
7-day free trial · No credit card required