SR&ED Claim Software: What Canadian Founders Should Know
SR&ED claim software guides Canadian businesses from evidence capture to T661-ready claim package. Learn the workflow, features, and what to expect from claim preparation software.
Turn this into a claim-ready next step. Check eligibility, estimate the possible credit, or preview what your CPA would review.
The SR&ED claim software workflow
SR&ED claim software follows a structured workflow that mirrors how a consultant would interview you — but you control the pace, save and return at any point, and see exactly what your claim looks like as you build it.
- Eligibility check: answer structured questions about your technical work to understand what qualifies
- Project documentation: describe each qualifying project with technical uncertainty, investigation approach, and results
- Financial capture: enter wages, contractor costs, materials, and overhead with automatic schedule generation
- Evidence indexing: link your documentation (GitHub, Jira, design docs) to each claim element
- Narrative generation: AI-assisted drafting produces T661-aligned project descriptions from your inputs
- Export and review: generate accountant-ready package for your CPA to review and file
What to expect from the output
A complete SR&ED claim package from software includes: T661-aligned project narratives (one per project), financial schedules for eligible expenditures, an evidence index mapping your documentation to each claim element, and a CRA readiness assessment flagging areas that need attention before filing.
Your accountant reviews the figures, confirms the tax calculations, and files the T661 and Schedule 31 with your T2 corporate return. The software handles the documentation; your CPA handles the professional filing.
Ready to turn this into a claim?
Check whether your work qualifies, estimate the possible credit, or preview the package your CPA would review.
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