SR&ED Tax Credits

Turn technical innovation into a well-documented claim.

Photorealistic illustration relating to sred

SR&ED tax credit and documentation support in Ontario

Turn technical innovation into a well-documented claim.

Canada’s Scientific Research and Experimental Development (SR&ED) tax incentive program may provide tax benefits for eligible work. A strong submission begins with understanding the technological challenges, experimental activities and supporting records—not simply labelling all product development as research.

What this service can include

Preliminary eligibility review

Discuss the scientific or technological uncertainty involved and whether the work was conducted through systematic experimentation or analysis.

Technical project narratives

Help organize the description of the objectives, uncertainties, work performed and advancements sought in a clear, evidence-based format.

Expenditure support

Identify records relevant to potentially allowable SR&ED costs, including supporting financial documentation and employee time records.

Claim preparation coordination

Help align technical and financial material required for a claim and consider how CRA forms and review requirements apply.

How it supports your business

Distinguish routine engineering or commercial work from potentially qualifying SR&ED.
Keep contemporaneous records linked to experiments, dates and team members.
Improve consistency between technical descriptions and expenditure documentation.

Our process

Discuss the projects, technical challenges and filing periods.
Review experimental records, project evidence and cost information.
Prepare an organized documentation approach and discuss claim-filing requirements.

Important: SR&ED is not available for all innovation projects. Eligibility and the value of any incentives depend on CRA requirements and the specific evidence supporting the claim. For official criteria and documentation guidance, see CRA eligibility guidance and CRA documentation guidance.

Questions about SR&ED Tax Credits

Does all software development qualify for SR&ED?

No. Eligibility depends on whether the work meets the CRA criteria for scientific or technological advancement and systematic investigation or search.

Is a tax credit guaranteed?

No. Entitlement, eligible expenditures and any refundability depend on the specific facts and applicable law, and claims may be reviewed by CRA.

What evidence should we keep?

Dated project records, experiments, testing results, design documents, source code history, time records and expenditure records may all be relevant depending on the work.

Discuss your next step

Every business has different systems, deadlines and priorities. Contact us to discuss your needs and confirm which services are appropriate for your situation.

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