It's important to note that SR&ED claims can be complex, and compliance with the program's rules is crucial to ensure your eligibility for tax incentives. Consulting with tax professionals, legal experts, or SR&ED consultants with expertise in Canadian tax law can be advantageous to navigate the legal complexities and maximize your SR&ED benefits. Always stay up to date with the latest guidelines and requirements set forth by the CRA. For more information visit us at https://www.sauconsulting.ca/services/

2. SR&ED CLAIM

3. • PROJECT IDENTIFICATION AND ELIGIBILITY
ASSESSMENT:
• PROJECT DOCUMENTATION:

4. • ENGAGE SR&ED CONSULTANTS
(OPTIONAL):
• PREPARATION OF
TECHNICAL AND
FINANCIAL REPORTS:

5. • SUBMISSION OF SR&ED
CLAIM:
• CRA REVIEW AND
ASSESSMENT:

6. • CLAIM APPROVAL AND
BENEFIT CALCULATION:
• RECORD KEEPING AND
DOCUMENTATION RETENTION:

7. • APPEAL PROCESS (IF
NECESSARY):
• CONTINUOUS COMPLIANCE:

8. GET IN TOUCH