Founder Perspective

How a Canadian Doctor Reinvested $87K in SR&ED Credits Back into Their Practice

A Canadian doctor's SR&ED story: how they claimed $87K in credits and reinvested it into their practice. What qualified, how they documented it, and what they learned.

SREDY.IO ยท Editorial Team 2026-06-20 5 min read

Turn this into a claim-ready next step. Check eligibility, estimate the possible credit, or preview what your CPA would review.

Check eligibility — free → Estimate refund View sample claim

The $87K SR&ED claim

A Canadian doctor running a professional corporation claimed $87,000 in SR&ED credits for work that most healthcare professionals wouldn't think to document. The key was recognizing that their practice involved systematic investigation of technical problems.

The qualifying work included: developing a custom patient management system to handle a unique workflow, investigating novel diagnostic approaches for a specific patient population, and systematically testing and refining a clinical protocol that existing literature didn't adequately address.

How they documented it

The doctor's documentation was simple but effective: a running log of technical decisions in a shared note, email threads about the custom system design, and time records from the practice management software.

The reinvestment

The $87K was reinvested into the practice: new diagnostic equipment, additional staff training, and an upgraded patient management system. The SR&ED program became a growth engine, not just a tax credit.

healthcare doctor case study reinvestment

Ready to turn this into a claim?

Check whether your work qualifies, estimate the possible credit, or preview the package your CPA would review.

Check eligibility — free → Estimate refund View sample package

Useful next steps

SR&ED eligibility checklist → Refund estimator → Sample T661 package → Documentation guide →

More guides

Founder Perspective

SR&ED for Startups: A Complete Guide for Canadian Founders

Canadian startups can claim SR&ED from day one. Learn what qualifies, how to document it, and how to build SR&ED into your company's culture from the start.

Costs & Financials

Canada SR&ED Tax Credit: Complete Guide for Canadian Businesses

The Canada SR&ED tax credit is the largest federal R&D incentive. Learn how it works, who qualifies, how much you can claim, and how to maximize your refund.

Costs & Financials

How to Maximize Your SR&ED Refund: A Canadian Founder's Guide

Strategies to maximize your SR&ED refund without overclaiming. Learn what to include, what to exclude, and how to build a defensible claim that captures the full value of your R&D.

Ready to check if your work qualifies? Take the free eligibility assessment.

Check eligibility โ€” free →