SR&ED templates
Capture evidence while the work is fresh. These practical templates can also be imported into SREDlog.
SR&ED time log · Excel
Hours per person and task, with a place for the uncertainty each block of work addressed and any linked evidence. A structured input for a well-supported time allocation.
SR&ED project log · Excel
The technical story of each project: the uncertainty you faced, what you tried, and what you learned. It maps to the T661 line 242 / 244 / 246 narrative.
Client import sheet · Excel
For consultants and firms: the core client fields in one sheet, ready to bring a book of clients into SREDlog in one go.
Use the templates while the work is happening
- Project log: Record the technical question, what the team tried, what it observed, and what changed next. Link the underlying test, design, or source-control record rather than rewriting it into the sheet.
- Time log: Record who worked on which project and activity, when, and for how long. Keep payroll and other financial records separately so the hours can later be reconciled to costs.
- Before filing: Review the entries against the original records and the claim year. A template helps organize information; it does not establish eligibility or replace the current CRA forms.
Preparing a claim with a consultant or accountant? Start with the claim-process guide and the documentation guide, then use the sheets that fit your workflow.
Want to use these sheets inside a connected claim workflow? See the claim workflow