SR&ED Claim Software: What Canadian Founders Should Know

SR&ED claim software is a guided platform that helps Canadian businesses prepare their Scientific Research & Experimental Development tax credit claims — from evidence capture through T661-ready export.

From evidence capture to claim package

The SR&ED claim workflow has five stages: eligibility screening, project documentation, financial scheduling, evidence indexing, and export for accountant filing. Good claim software guides you through each stage with structured questions.

Evidence capture is the most important stage. The software should prompt you to record technical uncertainty, experiments, outcomes, and supporting records as you go — not just at year-end.

What a complete claim package looks like

• T661 project narratives for each R&D project, aligned with CRA's eligibility criteria
• Financial schedules for eligible expenditures including wages, contractor fees, materials consumed, and overhead
• Evidence index mapping your supporting records to each claim element
• CRA readiness assessment flagging gaps before export
• Accountant-ready handoff document with clear headings and audit-ready formatting

Why software beats the year-end scramble

Most companies that fail to claim SR&ED effectively do so because they wait until year-end to think about documentation. By then, team members have left, project details are forgotten, and the only option is reconstructed records that attract CRA scrutiny.