SR&ED playbooks and product insights
In-depth, CRA-aligned guidance for technical teams preparing stronger claims.
Why a proactive approach to SR&ED documentation wins over preventive measures and how one company changed their outcome
In SR&ED, Proactive Beats Preventive Why a Proactive Approach Wins in SR&ED — And How One Company Changed Their Outcome When it comes to Scientific Research & Experimental Development (SR&ED…
Understand when AI wrapper projects meet SR&ED eligibility criteria and how to demonstrate technological uncertainty
Can an AI wrapper qualify for SR&ED? It depends. The SR&ED program is designed to reward Canadian companies that overcome technological uncertainties through systematic investigation and ach…
Learn how government grants like IRAP, Mitacs, and NSERC interact with SR&ED claims and how to maximize both funding sources
SR&ED and Other Grants: How IRAP, Mitacs, and NSERC Affect Your Claim Canadian startups often fund R&D through a mix of programs — SR&ED, IRAP, Mitacs, NSERC, provincial credits, and more. T…
Learn how to use the CRA's Self-Assessment and Learning Tool (SALT) to determine if your project is eligible for SR&ED tax credits
The CRA's SALT Tool Is the First Step to a Successful DIY SR&ED Claim — Here's How to Use It If you're a startup founder, engineer, or operator managing your own SR&ED claim, the process can…
Learn when pre-incorporation R&D work can be included in your SR&ED claim and the legal requirements for transfer
Can You Claim SR&ED for Work Done Before Incorporation? One of the most common questions we hear from founders is: “We started developing our product before we incorporated — can we still cl…
Discover when regulatory compliance work meets SR&ED criteria and how to identify eligible technical challenges
Can Regulatory Compliance Projects Qualify for SR&ED? Sometimes they can, but the key is that the work must meet the CRA’s three part test for eligibility: technological uncertainty, systema…
Complete guide for U.S. companies to access SR&ED tax credits through Canadian subsidiaries and proper payroll structures
How U.S. Startups Can Claim SR&ED for Canadian Employees The SR&ED program is one of the most generous R&D tax credit programs in the world, and many U.S. startups are surprised to learn the…
Understand SR&ED eligibility for university spin-offs and grant-funded projects, including IP ownership requirements
Can You Claim SR&ED for Grant Funded or Spin Off Projects? Many innovative projects start inside universities, research labs, or with grant funding. Sometimes they grow into spin off compani…
Learn SR&ED rules for subcontracted work, contractor agreements, and who can claim when R&D is outsourced
If I Hire Another Company or Freelancer for R&D, Who Gets the Credit? One of the most common points of confusion in SR&ED is who actually gets to claim when R&D work is performed by someone…
Master the art of managing multiple small R&D projects for SR&ED claims and understand the Top 20 Projects rule
SR&ED and Multiple Small Projects: How to Claim Without Losing Track Some companies run R&D as one big project each year. Others, especially startups, work on many small, fast moving initiat…
Debunk common SR&ED myths that prevent businesses from claiming valuable tax credits they're eligible for
If you have heard "SR&ED is only for scientists," you might be missing out Every year, thousands of Canadian companies overlook valuable SR&ED tax credits because they believe common misconc…
Avoid the most common SR&ED claim mistakes that cost businesses valuable tax credits and learn prevention strategies
The 5 Mistakes That Kill Your SR&ED Claim and How to Avoid Them Every year, thousands of Canadian businesses lose out on valuable SR&ED tax credits not because their work was ineligible, but…
Navigate SR&ED eligibility for AI/ML work including RAG, LoRA fine-tuning, and multi-agent frameworks like CrewAI
SR&ED for AI/ML Projects: From RAG to LoRA, What Counts and What Does Not Many AI/ML teams wonder if their work on Retrieval Augmented Generation (RAG), fine tuning with Low Rank Adaptation…
Comprehensive guide to CRA SR&ED reviews including timeline, common questions, and how to prepare for audit success
What to Expect in a CRA SR&ED Review & Common Audit Questions It’s not a scary audit — here’s what actually happens in an SR&ED review. A CRA SR&ED review is essentially an audit to confirm…