What have government policy changes meant for SR&ED documentation? We have previously discussed how to keep contemporaneous documentation in our posts titled “Why do I need contemporaneous documentation for SR&ED?” and “SR&ED supporting documentation – getting from point A to point B.” In this article will review the CRA’s understanding Read more…
Can fees incurred during the preparation of an SR&ED claim (including SR&ED consultant fees) be included in the claim’s expenditures? SR&ED consultants are often necessary third parties when filing an SR&ED claim, as the process can be complicated. Although the CRA state that “the non-adversarial nature of the process allows Read more…
Previously, we discussed the rights and responsibilities of the Claimant and CRA staff and identified 3 key resources for review and then identified the next steps to take at the Local Tax Services Office. After exhausting those options and receiving your Notice of Assessment (NoA), if you still feel that you have Read more…
Previously, we discussed the rights and responsibilities of the Claimant and CRA staff, and identified three key resources for review. In this post, we discuss three steps that can be taken at your local SR&ED office to help resolve an assessment of “ineligible”. Resolving Issues at the Local Tax Services Offices: Read more…
Be sure you understand the fundamentals of the SR&ED audit process. Often an SR&ED review leads to an assessment of “ineligible” and the company feels – rightly or wrongly – that this is incorrect. In three-partpart series of posts, we’re empowering taxpayers to take control of their reviews by collecting Read more…