The Scientific Research and Experimental Development (SR&ED) program is an equally generous and complex tax incentive. However, The Canada Revenue Agency (CRA) and other organizations such as SREDucation.ca and The InGenuity Group offer educational opportunities 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.
Affiliated With SREDucation.ca or The InGenuity Group
Stay tuned for upcoming future events!
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)
October 29, 2013: Dollars & Sense: You’re More Liquid Than You Think (Panel discussion)
January 20, 2012: SR&ED and Software Patents (Webinar)
Hosted by the Canada Revenue Agency (CRA)
The CRA is offering two 3.5 hour in-person seminars in Ottawa, Toronto and Vancouver summarizing the financial aspects of the SR&ED program for financial/accounting staff already familiar with the basics of SR&ED. They will explain how to complete the T661 form as well as offering an overview of the Investment Tax Credit calculation.
While there is no charge, pre-registration is required due to seating limitations. These events are English only and will take place on the following dates:
Be sure to clearly indicate your choice of venue when you register.
The CRA offered two 3.5 hour in-person seminars in Ottawa, Toronto and Vancouver summarizing the financial aspects of the SR&ED program for financial/accounting staff already familiar with the basics of SR&ED. They explained how to complete the T661 form as well as an overview of the Investment Tax Credit calculation.
These events were presented in English only on the following dates:
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 available for playback, along with a transcript. However, there is no indication of when a new live webinar on the topic will be held.
The CRA also offers in-person seminars on a variety of topics to help businesses gain a deeper understanding of specific topics that relate to SR&ED.2 The CRA offered seminars on SR&ED financing issues in Mississauga on the dates listed below:
- January 30, 2018.
- March 20, 2018.
- May 29, 2018.
For more information, contact the CRA.
- 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. ↩
- Government of Canada. Canada Revenue Agency. (August 26, 2017.) SR&ED in-person information seminars. Retrieved October 12, 2017 from: https://www.canada.ca/en/revenue-agency/services/scientific-research-experimental-development-tax-incentive-program/information-seminars-webinars/person-information-seminars.html. ↩