SR&ED tax credits · Across Canada
The technical write-up is where SR&ED claims are won or lost.
SR&ED is the largest source of federal support for R&D in Canada. The arithmetic is rarely the problem. We build the technical narrative CRA actually reviews, and we defend it if the claim is questioned.
- 35%
- Federal refundable credit for CCPCs, on eligible R&D
- $4.5M
- New annual expenditure limit at the top federal rate
- 4 to 8 wks
- Typical time from kickoff to a filed claim
Understanding SR&ED
Canada's most valuable R&D tax incentive, in plain terms.
Eligible SR&ED activities include
- Developing new software algorithms
- Creating new products or processes
- Significantly improving existing products
- Systematic investigation and experimentation
- Overcoming technological uncertainties
- Advancing technological knowledge
- Building prototypes for testing
- Running trials and experiments
- Technical problem-solving
SR&ED calculator
Estimate your federal and provincial credits.
A detailed estimate based on your actual R&D expenditures and province. It's a starting point, not a filed number.
SR&ED Expenditures
Enter your annual SR&ED-related costs
100% eligible
80% eligible
100% eligible
Proxy: 55% of salaries
Quick assessment
Five questions to gauge whether your work qualifies.
Does your company develop new products, processes, or technologies?
This includes software development, manufacturing improvements, new product design, and more.
SR&ED by industry
Concrete examples of eligible work in your field.
Software development is one of the largest sources of SR&ED claims. If you're building custom software, you likely qualify.
Algorithm Development
Creating new algorithms for data processing, machine learning, or optimization that go beyond standard approaches.
Eligible work
- Novel search algorithms
- Custom compression methods
- Optimization routines
System Architecture
Developing new architectural approaches to solve performance, scalability, or integration challenges.
Eligible work
- Distributed systems design
- Real-time processing systems
- Novel database architectures
Platform Development
Building platforms that require overcoming technical uncertainties in how components interact.
Eligible work
- API framework development
- Custom CMS platforms
- Integration middleware
Our SR&ED process
A methodology refined over 16 years, built to minimize disruption to your team.
- 1Day 1
Initial consultation
A free 15 to 30 minute call to understand your business, your R&D, and whether there's a claim worth making.
- 2Week 1 to 2
Technical interviews
We sit with your technical team to map the R&D projects, the uncertainties, and the approaches you tried.
- 3Week 2 to 4
Documentation
We write the technical narrative that articulates the technological advancement and the uncertainties you faced.
- 4Week 3 to 5
Financial analysis
We work with your finance team to identify and cost every eligible expenditure against current CRA rules.
- 5Week 5 to 6
T661 submission
We prepare and file your T661, making sure the documentation meets CRA's requirements before it goes in.
- 6As needed
CRA liaison
We handle CRA communication and respond to any questions or requests for additional information.
- 7If required
Audit defence
If your claim is selected for review, the people who wrote it defend it, at no additional cost.
Typical turnaround: 4 to 8 weeks from kickoff to submission.
Frequently asked questions
The questions we get before every engagement.
Find out what your SR&ED claim is worth.
Start with a two-minute estimate or book a 30-minute call. We'll give you a straight answer on whether there's a claim worth making.
- Big 4 expertise and audit defence
- 4 to 8 week typical turnaround
- Success-based fee options