Accepted$500K–$1M2025
Financial services
SR&ED Consulting
SR&ED claim assessment and consulting support
Upgraded assesses potential SR&ED work, structures technical and financial evidence, prepares Form T661 claim content with your accountant, and supports CRA information requests. We build the file — the CRA decides eligibility.
Trusted by 400+ Canadian startups
$13.5M+ secured
Four stages of SR&ED claim support
For Canadian companies assessing projects, preparing a claim, or responding to a CRA review.
Stage 1
Assess projects and claim boundaries
Review the work with technical leads to identify potential SR&ED activities, excluded routine work, and evidence gaps. This screening is not a CRA decision.
Stage 2
Build the evidence plan
Map dated project records, hypotheses, experiments, contributors, time, costs, and missing support to each potential SR&ED project.
Stage 3
Prepare the technical and financial file
Draft project descriptions and organize expenditure support for Form T661 with your accounting or tax filing team.
Stage 4
Support a CRA review
If the CRA requests more information, help prepare the evidence package and the people who can explain the work and costs.
What your team should prepare
1
Project scope and technical context
Objectives, available knowledge, advancement sought, project boundaries, and the people closest to the work.
2
Dated experimental records
Hypotheses, test plans, iterations, failures, results, code, reports, prototypes, photographs, and other records created while the work was underway.
3
Financial records tied to the work
Roles, time records, payroll, contracts, invoices, materials, and the method used to allocate costs to each project and tax year.
Accepted SR&ED claims
Selected examples from past claims — industry, project context, year, and funding range.
Accepted$100K–$150K2025
Custom software
Product engineering and performance optimization
Accepted$250K–$500K2025
Manufacturing
Digital modernization for traceability and automation
Accepted$50K–$100K2025
Technology
Automation platform for compliant onboarding workflows
Accepted$25K–$50K2026
Manufacturing
Building-system R&D and thermal testing
Accepted$150K–$250K2025
Software & consulting
Carbon accounting platform development and integration
Project screening
Identify eligible activities and evidence gaps before you invest in a full claim.
Form T661 support
Technical narratives and financial schedules coordinated with your tax filing team.
Audit protection
We stand behind our work and support you if the CRA requests more information.
Dedicated specialists
In-house CPAs and SR&ED experts who understand software, AI, and deep-tech claims.
Our services
Precision expertise in high-impact funding verticals.
Grants & Earnings Managed Service
Full-service support to identify eligible R&D, prepare your SR&ED claim, and manage CRA communications — so you focus on building.
Learn moreGrants & Earnings Advisory
Strategic advisory to build your funding plan, prioritize SR&ED alongside grants, and work with your accountant on Form T661.
Learn moreSR&ED Calculator
Self-service tool to estimate your potential federal and Ontario refund based on salaries, contractors, and materials.
Try the calculatorFrequently asked questions
Answers about claim assessment, evidence, costs, CRA review, grants, and software development.
SR&ED is a tax credit for eligible scientific research and experimental development work performed in Canada. It is usually claimed by fiscal year and must be supported by technical and financial evidence. Grants like IRAP provide upfront funding; SR&ED returns a portion of eligible spend after the fact.
Potentially eligible work must be conducted in Canada, seek scientific knowledge or technological advancement, and use a systematic investigation or search through experiment or analysis. Routine development is not enough. Upgraded screens projects against CRA eligibility criteria; the CRA makes the final decision.
We review salaries or wages, materials, contracts, third-party payments, and applicable overhead treatment, then connect each amount to specific claimed work and the tax year. Your accountant or tax preparer confirms the filing and tax calculations.
The strongest support is dated, specific to the work, and created while the work is underway. We organize project notes, test reports, time records, code, prototypes, photographs, contracts, and financial records around the questions in Form T661.
Upgraded screens potential projects, structures the technical narrative, maps financial support, coordinates Form T661 content with your tax filing team, and helps prepare for information requests or review meetings. The Canada Revenue Agency makes the eligibility and expenditure decisions.
Yes, but the interaction between grants, tax credits, and SR&ED needs to be reviewed carefully. Some funding can affect eligible expenditures or the final claim amount. A broader funding strategy helps determine whether SR&ED, grants, or both should be pursued for a project.
Software development may qualify when the work involves technological uncertainty and a systematic process of experimentation or analysis. Routine development, configuration, integration, or feature delivery is usually not enough on its own. The file needs to show what technical obstacle existed, what was tested, and what was learned.
Start with an SR&ED potential estimate
Answer a few questions about your technical projects and expenses. The result is an estimate — a consultant can then assess eligibility in context.