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


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.

Claim is submitted to your accountant or to CRA directly

AAF/Audit Process

CRA returns an opinion on the claim, either AAF or audit.

60 Days

RFI is issued by CRA.


Bond works with you to respond to request for Information.

30 Days


CRA initiates a full technical and/or financial audit.


Bond prepares you, and we are there to represent you.

3 – 6 Months

CRA issues NOA or FTCAS letter.


Your SR&ED application has been approved.


CRA issues Refund


Bond provides detailed reconciliation to show you the tax credits applied to your corporate account.

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