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.
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. ↩