SR&ED Tax Credit Preparation & Filing

Consultation Process

1. Facilitate multiple Discovery sessions with clients to consolidate technical information. This can be accomplished during on-site meetings or conference calls working around client schedules.
2. Discovery sessions will utilize the use of a digital voice recorder to ensure all relevant technical information is captured. The client will receive a CD-Rom for each Discovery session noting time and date.
3. Utilize investigative questioning techniques to pursue technical details behind the science for the underlying technology.
4. Focus on maximizing the financial portion of the claim by developing an expected methodology to correctly allocate labour with reasonable accuracy.
5. Writing sound technical narratives that satisfy the criteria for Technological Advancement, Technical Uncertainty/Risk, and Systematic Investigation.
6. Provide feedback to clients throughout the process of writing the Technical narratives.
7. All T661 project narratives will be prepared using Corporate Tax Prep or Profile corporate tax preparation software for inclusion in the T2 Corporate Tax return.
8. Consolidate all relevant SR&ED technical and financial supporting documentation into a binder format to support “Objective Evidence” requirements.
9. Defending claims during a CRA Technical and/or Financial Review.