Free resources

Practical templates for evidence-first SR&ED claims

Start with these guides, then move your project into the app workspace for structured drafting and audit-ready evidence trails.

Timesheet Template
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โฑ๏ธ SR&ED Engineer Timesheet Template

Use this table to log your time spent on SR&ED-eligible activities. Only include work that directly contributes to resolving technical uncertainties โ€” no admin, meetings, or routine/non-R&D tasks.

๐Ÿ”‘ The key requirement: There must have been technical uncertainty present during the time you performed the task.

โœ… Tip: Log time weekly to avoid losing details. Even small tasks count if they involve experimentation, analysis, or learning.

๐Ÿ“… Date๐Ÿงช Project Nameโณ Time Spent (hrs)๐Ÿ”ฌ Activity Type๐Ÿ“ Description of Work Doneโœ… SR&ED Eligible?
2025-06-03Thermal Control Redesign2.5ExperimentationTested airflow on new prototype under variable loadโœ…
2025-06-03AI Model for Sensor Fusion1.5Data AnalysisAnalyzed misclassification cases for failure root causeโœ…
2025-06-04XYZ Platform Dev1.0Routine CodingUI cleanup and API endpoint updatesโŒ (non-R&D)

๐Ÿ” Activity Types (What You Can Claim)

  • Experimentation โ€“ hands-on testing, simulations, lab work
  • Design & Prototyping โ€“ developing or improving a system under uncertainty
  • Data Analysis โ€“ technical interpretation to guide next steps
  • Documentation โ€“ preparing experiment notes, reviewing results
  • Research โ€“ literature review to inform experimental design

๐Ÿšซ Non-Eligible Time (Don't Claim)

  • Regular coding or system maintenance with no technical uncertainty
  • Admin, meetings, or product/project management tasks
  • Time spent on commercial work, sales, or delivery

๐Ÿ“ Export Tip

  • You can duplicate this Notion table for each project or person
  • Export to CSV if needed by your accountant or SR&ED consultant