SR&ED Claim Creation Process
First Meeting
1 – 4 hours
Meet your SR&ED Analyst. Discuss qualifying projects. Provide financial documentation to your Analyst such as financial statement, T4s, T4As, and relevant materials invoices.
Analyst prepares draft technical and financial reports.
We provide access to and training on SR&ED Proof.
2 – 4 weeks
Second
meeting or conference call
Analyst asks for samples of qualifying financial and technical evidence
1 Hour
Discuss or confirm technical details of the project. Confirm project expenses.
Analyst finializes financial and technical reports and sends it to you for approval
1 – 2 Weeks
Review and approve reports and claim value.
Analyst prepares government claim forms and obtains your signature.
1 Week
Sign official tax and consent forms.
