Welcome
Contact Info
Company Info
Research and Development
Supporting Evidence
Finalize
Welcome First Time Claimant!
If you have never claimed SR&ED before, you came to the right place. CrossDynamix will help you navigate technical eligibility of projects, tax schedules, CRA policy, and the Income Tax Act (ITA) to ensure the best chance of success.
We'll begin by collecting some preliminary information.
Let's Get Started!
Contact Info
Initial qualification of eligibility by one of our experts is performed free of charge and under no obligation.
First Name
Last Name
Email Address
Phone
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Company Info
The SR&ED benefit is dependant on the structure, size, industry, and location of your company.
Company Name
Website
# Employees
FYE Month
FYE Day
Is your company a Canadian Controlled Private Corporation (CCPC)?
Yes
No
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
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Research and Development (R&D)
SR&ED is often viewed by the CRA as a sub-set of a larger R&D or business project. SR&ED is distinguished from R&D by establishing a technological uncertainty (TU), systematic investigation or search (SIS), and technological advancement (TA).
What is your total R&D spend per year?
How many candidate SR&ED projects?
Salaries / Wages?
Contract Payments?
Materials?
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Supporting Evidence
Supporting evidence for your claim, even though the law does not require special purpose documentation, is critical during CRA's assessment.
What types of evidence do you have?
Project planning documents
Records of resources allocated to the project, time sheets
Design of experiments
Project records, laboratory notebooks
Design, system architecture and source code
Records of trial runs
Progress reports, minutes of project meetings
Test protocols, test data, analysis of test results, conclusions
Photographs and videos
Samples, prototypes, scrap or other artifacts
Contracts
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Finalize
Thank-you. That is all the information we need for now!
A CrossDynamix representative will be in touch with you within 1 business day.
We will email you a confirmation of the information provided.
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