The Comprehensive Guide to SR&ED
(…also known as the most comprehensive, interactive resource and guide to SR&ED.)
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 $3.1 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 interactive resource about SR&ED in Canada—to help you receive the full refund you qualify for with the least amount of hassle.
When was this guide last updated?
- January 2019. Updates to the Legal Rulings Database.
- October 2018. Updates to the Step by Step Guide.
- August 2016. Changes include: Addition of academic research section.
- 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.
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 |
|✓ Success from Day One: Documentation, Processes, and More|
|✓ Useful Tools & Templates|
|✓ Audits and Reviews: Avoiding Reductions to Your Claim|
|✓ Advanced Writing Tips|
|✓ Legal Rulings Database|
Interested in mastering SR&ED?
We have several levels that are perfect for SR&ED neophytes through SR&ED 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.
- New! SR&ED Consultant Starter Kit. Contact us for more details.