📌 Potential Projects Brainstorm Sheet

This sheet helps you assess whether your project work may qualify for an SR&ED claim. Use the checklist below to identify eligible activities. If one or more apply, document the idea in this brainstorm sheet and attach any supporting templates.

✅ Project Eligibility Checklist

Check all that apply:

• Development of a new product, process, or system
• Modifying an existing system to meet higher or more specific performance targets
• Scaling up a concept from lab to production or field conditions
• Integrating new materials, software, or subsystems with uncertain performance
• Troubleshooting failures or unexpected technical issues not solvable by standard methods
• Designing custom tools, hardware, firmware, or algorithms where no off-the-shelf solution existed
• Attempting to meet challenging environmental, safety, or industry-specific requirements (e.g., low VOC limits, food safety, emissions)
• Technology upgrades triggered by maintenance, repair, or capital investments that required redesign, retesting, or experimental integration
• Replacing obsolete components or equipment that introduced new technical uncertainties or required performance validation
• Contracted or collaborative technical work involving experimentation, testing, or analysis conducted by external vendors, labs, or partners to resolve a specific technical challenge

If you checked at least one, your project may have SR&ED potential. List the potential project in the Potential Projects Brainstorm Sheet. For more inspiration, see Appendix 3 for common claimable project types by field.

📋 Brainstorm Sheet Table