The Scientific Research and Experimental Development (SR&ED) program is an equally generous and complex tax incentive. The Canada Revenue Agency (CRA) and other organizations offer SR&ED training to assist claimants with the SR&ED application process.
Check back with this page for up-to-date information about upcoming SR&ED training seminars, webinars, and conferences.
SR&ED Education & Resources
May 9, 2019: The InGenuity Group was represented by Elizabeth Lance, MA, MASc. invited moderator for the SRED Stakeholder virtual conference. This full afternoon session appealed to SR&ED preparers, claimants, or anyone with an interest in the SR&ED program in Canada.
Agenda topics included new CRA directives, statistics by region, new ICT software examples and a review of recent SR&ED tax cases and judgements.
Visit SRED Stakeholder for a copy of the agenda, handouts and video
November 27, 2015: Avoiding Common Errors With SR&ED Forms (Webinar)
September 17, 2015: Introduction to SR&ED Program (In-person course)
January 20, 2012: SR&ED and Software Patents (Webinar)
(while this webinar is no longer available, you can still access the three-part series (read them here, here, and here) of guest blogs by David French LLB BEng PEng of Second Counsel Services, an intellectual property lawyer turned patenting/IP educator with 35 years of professional experience.
In his three-part series, French explains the nature and potential benefits of patenting SR&ED work.)
Canada Revenue Agency (CRA)
In-person Information Seminars on SR&ED Financial Issues
These identical information seminars provide a general overview of the financial aspects of the SR&ED Program. They are intended for financial or accounting staff already familiar with the basics of the SR&ED Program. Attendees will be taken through the completion of a T661 Form and the calculation of Investment Tax Credits. There is no charge to attend. Pre-registration is required, as seating is limited.
February 26, 2020 in Mississauga, ON (English only)
February 12, 2020, in Vancouver, BC (English only).
January 15, 2020, in Mississauga, ON (English only).
January 16, 2020, in Mississauga, ON (French only).
The CRA hosted a free online webinar on the SR&ED program, offering a general overview. This webinar explained the SR&ED eligibility criteria, what expenditures qualify, and how to file a claim. The webinar lasts for 90 minutes.1
The 90-minute eligibility of work in SR&ED projects containing software development webinar is no longer available for playback, however, the transcript is still available. There is no indication of when a new live webinar on the topic will be held.
- Government of Canada. Canada Revenue Agency. (September 21, 2017.) SR&ED Webinars. Retrieved October 12, 2017 from: https://www.canada.ca/en/revenue-agency/services/scientific-research-experimental-development-tax-incentive-program/information-seminars-webinars/webinars.html. ↩