We often get asked what it’s like attending a Scientific Research and Experimental Development (SR&ED) review. While they are extremely rare for our clients, they sometimes happen. This post summarizes the insights from one of our new consultants, who experienced this for the first time. There are many categories that may Read more…
Know your rights regarding reviews and don’t get caught out. Anytime an SR&ED review occurs, it can be quite frustrating – particularly when what is said in person and what arrives in the final report differs significantly. We have written about the journey an SR&ED tax credit claim takes from Read more…
Research and Technology Advisors (RTAs) at the Canada Revenue Agency (CRA) often use a written review plan to frame and present their take on issues within a Scientific Research and Experimental Development (SR&ED) application. This plan also outlines the methodology to resolve these issues. In an effort to maintain quality Read more…
Our current four-part series brings you highlights from the Claim Review Manual (CRM) for Research and Technology Advisors (RTAs). RTAs at the Canada Revenue Agency (CRA) use the CRM when conducting SR&ED claim reviews. We’ll be showcasing key excerpts from the CRM, including dispute resolution procedures, what to expect from Read more…
SR&ED audit: one of the few times where packing too much in is a good thing. Officially called a “review,” a technical or financial visit by the CRA can be both time-consuming and frustrating. Nobody looks forward to an audit. Having to prove that you’ve truly done the work you Read more…