Sample SR&ED Claim Package
View a complete sample SR&ED claim preparation package — including T661 project narratives, financial schedules, evidence index, and accountant handoff summary.
MapleAI Robotics Inc.
A fictional Canadian CCPC used for illustration. The company, projects, amounts, and names are entirely fictional — but the structure, narratives, and schedules are real output from the sredy.io platform.
What's included in every claim package
- 01 — Executive Claim Summary: one-page overview of company, fiscal year, projects, methodology, and total estimated credits
- 02 — T661 Project Narratives: per-project narrative covering the three CRA criteria
- 03 — Financial Schedules: structured salary, contractor, and materials schedules
- 04 — Evidence Index: indexed supporting documentation cross-referenced from each narrative
- 05 — CRA Readiness Assessment: strengths, open items, and risk flags
- 06 — Accountant Handoff Summary: cross-reference to T661 sections and Schedule 31 lines
Common questions
Can I submit the sredy.io package directly to CRA?
No. The package is a claim preparation document — designed to be reviewed and filed by your accountant or CPA alongside your T2 corporate return.
How many projects can I include in one SR&ED claim?
There's no set limit. Each qualifying body of technical work is described as a separate project in Part 2 of Form T661.
What does the CRA Readiness Assessment cover?
It identifies strengths and weaknesses of each narrative, flags open items, and surfaces risk areas a CRA reviewer might probe.
Related SR&ED guides
Ready to start?
Prepare your SR&ED claim with AI assistance
sredy.io generates structured, CRA-ready claim packages for a fixed fee. No consultant percentage.