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SR & ED  Services

Maximize Your Innovation Tax Credits with SR&ED Compliance

Book a Tax Filing Appointment

SR&ED Checklist & Deadline

  • SR&ED filing due: 18 months after tax year-end

SR&ED Checklist (Documents to Prepare)

Maximize Your Innovation Tax Credits with SR&ED Compliance

Company & Project Information

  • Legal business name & CRA business number

  • Fiscal year-end

  • Description of SR&ED projects

  • Project timelines (start & end dates)

  • Technical challenges and uncertainties faced

  • Objectives and outcomes of the work

Financial Documents

  • Payroll records (employees involved in SR&ED)

  • Timesheets or effort allocation records

  • Contractor invoices related to SR&ED work

  • Material and supply invoices

  • Overhead expense details (if applicable)

  • Government assistance or grants received

Supporting & Compliance Documents

  • Prior year SR&ED claims (if any)

  • CRA correspondence or review letters

  • T661 form (SR&ED Expenditures Claim)

  • Financial statements

  • Corporate tax return (T2)