https://sredy.io/playbook Practical SR&ED guides, checklists, and how-tos for Canadian founders and operators. en-ca Wed, 24 Jun 2026 21:55:36 GMT https://sredy.io/favicon.png https://sredy.io/playbook https://sredy.io/playbook/what-makes-software-sred-eligible https://sredy.io/playbook/what-makes-software-sred-eligible Wed, 20 May 2026 00:00:00 GMT Eligibility Most software companies doing real R&D leave SR&ED credits on the table because they don't recognize their own qualifying work. Here's the eligibility distinction that matters. https://sredy.io/playbook/evidence-habit-year-end https://sredy.io/playbook/evidence-habit-year-end Wed, 13 May 2026 00:00:00 GMT Documentation SR&ED claims are significantly easier to defend when you've been saving the right artefacts throughout the year. A practical pre-year-end checklist for Canadian tech companies. https://sredy.io/playbook/payroll-biggest-sred-lever https://sredy.io/playbook/payroll-biggest-sred-lever Wed, 06 May 2026 00:00:00 GMT Costs & Financials Most founders think of SR&ED as a technical filing. It is, but the financial basis is the foundation — and the most common weak spot is how payroll is treated. https://sredy.io/playbook/sred-filing-deadlines https://sredy.io/playbook/sred-filing-deadlines Wed, 29 Apr 2026 00:00:00 GMT Compliance You have 18 months from the end of your fiscal year to file an SR&ED claim. That sounds generous, but it's the most common reason claims are lost. https://sredy.io/playbook/ai-projects-and-sred https://sredy.io/playbook/ai-projects-and-sred Wed, 22 Apr 2026 00:00:00 GMT Eligibility AI and machine learning work is increasingly common in Canadian tech companies. But the SR&ED rules for AI work are specific — and the CRA is taking a closer look. https://sredy.io/playbook/talking-about-uncertainty https://sredy.io/playbook/talking-about-uncertainty Wed, 08 Apr 2026 00:00:00 GMT T661 Writing The most important single paragraph in a T661 is the technical uncertainty statement. It is also the paragraph most founders get wrong. https://sredy.io/playbook/t661-narrative-your-cpa-can-review https://sredy.io/playbook/t661-narrative-your-cpa-can-review Wed, 01 Apr 2026 00:00:00 GMT T661 Writing Most T661 narratives are written in the last week before filing, by someone who didn't do the technical work, using a template they found online. https://sredy.io/playbook/sred-itc-what-the-numbers-look-like https://sredy.io/playbook/sred-itc-what-the-numbers-look-like Wed, 25 Mar 2026 00:00:00 GMT Costs & Financials A plain-language breakdown of what the SR&ED Investment Tax Credit (ITC) means for your refund, how the calculation works, and what a typical software company can expect. https://sredy.io/playbook/ceo-ai-tax-legal-compliance https://sredy.io/playbook/ceo-ai-tax-legal-compliance Wed, 18 Mar 2026 00:00:00 GMT Founder Perspective AI-driven tax tools and SR&ED claims are changing the landscape. Here's what founders need to understand about compliance, risk, and the new normal. https://sredy.io/playbook/eligible-vs-non-eligible-checklist https://sredy.io/playbook/eligible-vs-non-eligible-checklist Fri, 15 May 2026 00:00:00 GMT Eligibility A practical checklist for founders to determine whether their work is likely to qualify for SR&ED credits. https://sredy.io/playbook/cra-audit-readiness https://sredy.io/playbook/cra-audit-readiness Sun, 10 May 2026 00:00:00 GMT Documentation How to prepare for a CRA audit review. What documentation to keep, what the CRA looks for, and how to build a defensible claim. https://sredy.io/playbook/common-sred-mistakes https://sredy.io/playbook/common-sred-mistakes Tue, 05 May 2026 00:00:00 GMT Compliance The most common mistakes founders make when preparing SR&ED claims — and how to avoid them. https://sredy.io/playbook/hardware-engineering-sred https://sredy.io/playbook/hardware-engineering-sred Tue, 28 Apr 2026 00:00:00 GMT Eligibility Hardware engineering work is often overlooked for SR&ED. But the criteria for qualifying work are the same for hardware as software. https://sredy.io/playbook/documentation-templates https://sredy.io/playbook/documentation-templates Mon, 20 Apr 2026 00:00:00 GMT Documentation Templates and examples for building strong SR&ED documentation. Includes project narrative templates, evidence checklists, and time tracking guides. https://sredy.io/playbook/startup-sred-timing https://sredy.io/playbook/startup-sred-timing Wed, 15 Apr 2026 00:00:00 GMT Compliance Timing matters for SR&ED claims. Early-stage companies often leave money on the table by not filing — or by filing too late. https://sredy.io/playbook/writing-narratives-reviewers-read https://sredy.io/playbook/writing-narratives-reviewers-read Fri, 10 Apr 2026 00:00:00 GMT T661 Writing The CRA reviewer's time is limited. Your T661 narrative needs to be clear, specific, and structured for their workflow. https://sredy.io/playbook/nhl-puck-tracking-sred https://sredy.io/playbook/nhl-puck-tracking-sred Thu, 28 May 2026 00:00:00 GMT Founder Perspective How NHL technology — specifically puck tracking — intersects with SR&ED eligibility. A Canadian case study. https://sredy.io/playbook/shopify-rd-playbook https://sredy.io/playbook/shopify-rd-playbook Wed, 27 May 2026 00:00:00 GMT Founder Perspective Shopify's approach to R&D and tax credits offers lessons for Canadian founders. https://sredy.io/playbook/digital-pathology-sred-doctors https://sredy.io/playbook/digital-pathology-sred-doctors Tue, 26 May 2026 00:00:00 GMT Eligibility Canadian doctors and clinics working on digital pathology may qualify for SR&ED. Here's what to know. https://sredy.io/playbook/mars-discovery-district-sred https://sredy.io/playbook/mars-discovery-district-sred Mon, 25 May 2026 00:00:00 GMT Founder Perspective MaRS Discovery District in Toronto is a hub for Canadian innovation. Here's how SR&ED fits into the ecosystem. https://sredy.io/playbook/arctic-wolf-sred-cybersecurity https://sredy.io/playbook/arctic-wolf-sred-cybersecurity Sun, 24 May 2026 00:00:00 GMT Eligibility Cybersecurity companies like Arctic Wolf do significant qualifying work. Here's what SR&ED looks like for security R&D. https://sredy.io/playbook/carboncure-cleantech-sred https://sredy.io/playbook/carboncure-cleantech-sred Sat, 23 May 2026 00:00:00 GMT Eligibility CleanTech companies like CarbonCure are a strong fit for SR&ED. Here's how the R&D work maps to the program. https://sredy.io/playbook/yc-canadian-founders-sred https://sredy.io/playbook/yc-canadian-founders-sred Fri, 22 May 2026 00:00:00 GMT Founder Perspective Y Combinator-backed Canadian companies often do qualifying R&D. Here's how SR&ED fits into the startup lifecycle. https://sredy.io/playbook/cra-sred-statistics-billion-program https://sredy.io/playbook/cra-sred-statistics-billion-program Thu, 21 May 2026 00:00:00 GMT Costs & Financials The CRA SR&ED program is a $3 billion annual tax incentive. Here's what the data says about who's claiming and how much. https://sredy.io/playbook/top-sred-facts-missing-out https://sredy.io/playbook/top-sred-facts-missing-out Fri, 29 May 2026 00:00:00 GMT Eligibility Most Canadian tech companies are leaving money on the table. Here are the top SR&ED facts you need to know. https://sredy.io/playbook/sole-proprietor-sred-easy https://sredy.io/playbook/sole-proprietor-sred-easy Sat, 30 May 2026 00:00:00 GMT Eligibility Sole proprietors can claim SR&ED, but the rules are different. Here's what you need to know. https://sredy.io/playbook/why-i-built-sredy-founder-story https://sredy.io/playbook/why-i-built-sredy-founder-story Sun, 31 May 2026 00:00:00 GMT Founder Perspective The story behind SREDY.IO: why the founder built an SR&ED claim preparation platform. https://sredy.io/playbook/interstellar-scientists-sred https://sredy.io/playbook/interstellar-scientists-sred Sun, 31 May 2026 00:00:00 GMT Founder Perspective Canadian scientists working on interstellar research may qualify for SR&ED. Here's what to know. https://sredy.io/playbook/sred-smart-people-dummies https://sredy.io/playbook/sred-smart-people-dummies Sun, 31 May 2026 00:00:00 GMT Eligibility A plain-language guide to SR&ED for smart people who don't want to read the tax code. https://sredy.io/playbook/filed-sred-week-three https://sredy.io/playbook/filed-sred-week-three Sun, 31 May 2026 00:00:00 GMT Founder Perspective A founder's story: filing an SR&ED claim in the first month of the year — and why that matters. https://sredy.io/playbook/competitor-sred-runway-advantage https://sredy.io/playbook/competitor-sred-runway-advantage Sun, 31 May 2026 00:00:00 GMT Founder Perspective How SR&ED can give your competitor a runway advantage — and how to catch up. https://sredy.io/playbook/biggest-sred-claims-ever https://sredy.io/playbook/biggest-sred-claims-ever Sun, 31 May 2026 00:00:00 GMT Founder Perspective The largest SR&ED claims in Canadian history — and what founders can learn from them. https://sredy.io/playbook/sred-contractor-rules https://sredy.io/playbook/sred-contractor-rules Tue, 02 Jun 2026 00:00:00 GMT Costs & Financials Contractor SR&ED costs are claimable at 80% — but only for arm's-length parties. Here's how the rule works. https://sredy.io/playbook/sred-acquisition-merger-what-happens https://sredy.io/playbook/sred-acquisition-merger-what-happens Thu, 04 Jun 2026 00:00:00 GMT Compliance Canadian founders assume that unclaimed SR&ED credits survive an acquisition. Sometimes they're right. Sometimes they walk away from hundreds of thousands of dollars in refundable ITCs.