Welcome to the
Comprehensive Guide to SR&ED
(…also known as the only plain-language, how-to guide to SR&ED ever written. Register now.)
This interactive website contains detailed information and step-by-step instructions to help you navigate the complex world of the Scientific Research and Experimental Development (SR&ED) tax credit—an incredibly generous incentive program that gives out upwards of $3.5 billion per year to innovative Canadian companies.
Our team of SR&ED experts regularly updates the content here to ensure that it is up to date, reflecting any recent developments in the program. We have created the most comprehensive and easily digestible SR&ED manual in Canada—to help you receive the full refund you qualify for with the least amount of hassle.
When was this guide last updated?
- August 2016. Changes include: Addition of academic research section.
- June 2016. Updates to legal rulings, including new table for ease of sorting by date / title.
- May 2016. Changes include: modifications to core text to reflect changes to the five questions (issued April 2015), new information on speed writing for SR&ED, clarification on “red flag” words for SR&ED.
Who should use this tool?
Interested in mastering SR&ED? We have several levels that are perfect for SR&ED neophytes through industry veterans.
- Entrepreneur. This membership includes a step-by-step application walkthrough with writing tips.
- Most Popular! R&D Manager. Our most popular membership, this includes all of the above, plus insight on how to handle a CRA review, collect key documentation, and ideas on how to organize company processes for SR&ED success.
- SR&ED Master. This membership includes all of the above, plus advanced SR&ED writing tips (incl. words to avoid) and our exhaustive database of rulings on SR&ED that is updated regularly. Stop trying to find insights on the forums – the information you require is at your fingertips.
Why are you waiting?
The more you know about SR&ED and the better you understand the nuances of the process, the more likely it is that your claim will be well prepared and accepted. We encourage you to read all the areas of the guide, as well as any update notifications you receive from us.
Are you ready to access honest, plain-language information about SR&ED?
What’s in the Comprehensive Guide to SR&ED?
The following is a list of the information you will have access to with your membership:
|✓ Step-By-Step Application Guide |
• A plain-language, step-by-step application guide suitable for startups and first-time claimants. Explains how to apply for SR&ED using 10 thorough steps.
|✓ Useful Tools & Templates|
• Forms, templates, and software to help you manage projects, track time, and perform SR&ED work as efficiently as possible.
|✓ Audits and Reviews: Avoiding Reductions to Your Claim|
• Don’t lose thousands! An explanation of how to respond in the event of an audit or review, including insider information on your rights as a taxpayer and how to interact with the CRA.
|✓ Success from Day One: Documentation, Processes, and More|
• A how-to guide for proper documentation and setting up company processes to make the SR&ED process simpler from the start.
|✓ Advanced Writing Tips|
• Advice for advanced writers, including a list of "red flag" words that could cost you thousands.
|✓ Policies and Legal Rulings|
• A database of over 100 court cases that have affected SR&ED since the inception of the program.
… all for less than an hour of time with a SR&ED expert.
What others are saying:
Honestly, you should be charging more – there’ s so much value. – Independent SR&ED Consultant
The best SR&ED resource on the web. I read it religiously. – SR&ED Director, Big 4 accounting firm
I’ve been following your writing for years. Excellent resource – SR&ED Subcontractor
If other SR&ED consultants appreciate our work – shouldn’t you invest?