SR&ED Documentation Software for Canadian Tech Companies

Canadian tech companies that build contemporaneous documentation throughout the year capture more eligible work and face less CRA scrutiny. SR&ED documentation software guides you to record technical uncertainty, experiments, and outcomes as you go.

Why documentation is the foundation of every claim

CRA evaluates every SR&ED claim against three criteria: technological uncertainty, systematic investigation, and technological advancement. The T661 narrative describes your work. Your documentation proves it happened.

The most common reason SR&ED claims are reduced or denied is weak documentation. Strong contemporaneous records are your best protection.

Evidence from the tools you already use

• GitHub: commit logs and pull requests that describe what technical problem was being addressed
• Jira / Linear: issue histories with technical descriptions of the uncertainty being investigated
• Slack: threads about technical problems, architecture decisions, and experiment results
• Design docs: documents describing the technical approach, hypotheses, and outcomes
• Meeting notes: contemporaneous records of technical discussions and decisions
• Time reports: exported time data showing who worked on which technical project

Building a year-round documentation habit

The highest-leverage change most tech companies can make is shifting SR&ED documentation from a year-end activity to an ongoing habit. This means incorporating SR&ED thinking into the tools you already use.