– Identify projects which meet the requirements of the SR&ED program.
– Conduct technical interviews & write technical narratives
– Collect information on SR&ED eligible expenses & prepare the relevant tax schedules.
– Prepare and support your team in the event of a review.
– Provide templates to assist in writing the technical narrative.
– Editing technical narratives and providing feedback.
– Assisting in identifying eligible expenses and preparing financial documents.
– Guidance on documentation best-practices
Common topics include:
– Foundations of SR&ED Technical Policies
– SR&ED Review Techniques
– Basics of SR&ED Financial Policies & Forms
– Advanced SR&ED Financial Concepts & Troubleshooting
Best for those who need a final set of eyes prior to filing, or require a hand editing the text to best convey their work
– Pre-submission review aligned with current CRA guidance
– Assessment of technical narratives and cost calculations
– Identification of high-risk areas before filing
– Improved confidence and audit readiness prior to submission
Perfect for those uncomfortable with the information they’re receiving either from the CRA or a consultant
– Independent review of SR&ED eligibility and claim strength
– Identification of technical, financial, and compliance risks
– Insight into how CRA reviewers may interpret your claim
– Clear, unbiased guidance to support informed decisions
