SR&ED for Doctors, Clinics & Healthcare Professionals
Canadian physicians, dentists, veterinarians, and other healthcare professionals conducting practical innovation through their incorporated practice may qualify for Canada's SR&ED tax credit — and keep significantly more of their refund by avoiding percentage-based consultant fees.
Flat fee. Accountant-ready package.
sredy.io generates a structured CRA-ready SR&ED claim package — T661 narratives, financial schedules, and an evidence index — for a fixed flat fee. No percentage of your refund. Your CPA reviews and files with your T2.
Who qualifies in healthcare?
SR&ED is not limited to tech companies. Any Canadian corporation — including professional corporations held by physicians, dentists, specialists, and clinics — can claim the program if their work meets CRA's three-part eligibility test.
Examples of qualifying healthcare R&D
- Developing or evaluating a novel clinical protocol where the optimal approach was technically uncertain
- Building custom patient intake, triage, or management software when off-the-shelf solutions were inadequate
- Testing a medical device or diagnostic technology in a new clinical context with uncertain outcomes
- Designing and evaluating AI-assisted clinical decision tools or automation workflows
- Integrating unproven health data systems or interoperability standards with technically uncertain results
- Developing new treatment methods, rehabilitation protocols, or therapeutic approaches through systematic trials
What is not eligible
Not all healthcare work qualifies. SR&ED excludes routine practice, administrative improvements without technical uncertainty, standard adoption of commercial software, and clinical care that follows established protocols.
- Routine billing, scheduling, or compliance automation using available tools
- Standard EHR implementation or configuration
- Clinical care that follows established evidence-based guidelines
- Market research or business development activities
- Training and education not tied to novel technical investigation
What the SR&ED credit is worth
Canadian-controlled private corporations (CCPCs) — including most incorporated professional practices — receive a 35% Investment Tax Credit on the first $3 million of eligible SR&ED expenditures. For most healthcare practices, eligible costs include wages and salaries, contractor costs, materials, and overhead allocated to SR&ED activity.
Consultant model
- 15–30% of your refund
- Variable, often opaque fees
- Consultant owns the narrative
- Long engagement timelines
sredy.io fixed fee
- $299 or custom flat fee
- You own the claim package
- Accountant reviews and files
- Export in days, not months
Common questions
Can a medical or dental clinic claim SR&ED?
Yes, if the clinic conducted work that involved genuine technical uncertainty and systematic investigation — for example, developing or testing a new clinical protocol, building custom patient management software, or evaluating an unproven diagnostic method.
Does SR&ED apply to healthcare administration work?
Routine administration is not SR&ED-eligible. However, if your team developed a novel automated workflow, integrated health data systems in a technically uncertain way, or built custom tooling to solve a problem with no off-the-shelf solution, those components may qualify.
Do I need a tax consultant to claim SR&ED as a physician?
No. Traditional SR&ED consultants charge 15–30% of your refund. sredy.io prepares a structured, accountant-ready claim package at a fixed flat fee. Your CPA reviews and files with your T2 return.
What if my R&D work is ongoing across multiple years?
You can file an SR&ED claim for each fiscal year in which eligible work occurred. The T661 must be submitted within 12 months after your T2 filing due date for each year.
Related SR&ED guides
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