Resources
SR&ED Knowledge Center
Free guides, checklists, and expert insights to help you understand SR&ED eligibility and maximize your tax credits.
Free downloads
Essential SR&ED Guides
PDF Guide
SR&ED Eligibility Guide
Learn what qualifies for SR&ED credits and how to identify eligible activities in your business.
PDF Checklist
First-Time Claimant Checklist
Everything you need to prepare for your first SR&ED claim, from documentation to financial records.
PDF Guide
CRA Audit Preparation
How to prepare for and respond to a CRA SR&ED review with confidence.
PDF Guide
Documentation Best Practices
Build a documentation system that makes SR&ED claims easier and more defensible.
Frequently asked questions
SR&ED Questions Answered
What types of work qualify for SR&ED?
SR&ED credits apply to work that seeks technological advancement through systematic investigation in the face of technological uncertainty. This includes experimental development, applied research, and basic research activities across all industries.
Can startups claim SR&ED?
Absolutely. Startups often engage in significant R&D activity and can benefit greatly from SR&ED credits. Even pre-revenue companies can claim refundable tax credits.
How far back can I claim SR&ED?
You can claim SR&ED for the current fiscal year and amend past returns for up to 18 months after the original filing deadline. In some cases, claims can go back further.
What's the difference between federal and provincial SR&ED?
The federal SR&ED program is administered by CRA and available to all Canadian companies. Most provinces also offer additional SR&ED or R&D tax credits with their own criteria and application processes.
Do I need to keep contemporaneous records?
While not legally required, contemporaneous documentation significantly strengthens your claim and audit defense. We help clients implement practical documentation systems.
What happens if CRA audits my claim?
CRA reviews are common for SR&ED claims. We provide complete audit defense at no additional cost, handling all communications, documentation requests, and technical discussions with CRA.
Estimate Your SR&ED Refund
Our free calculator gives you a quick estimate of your potential SR&ED tax credit based on your R&D spending.
Still have questions?
Book a free consultation and get personalized answers for your situation.