Eligibility Checklist


The SR&ED Program is the most generous federal tax incentive established by the Canadian government that encourages businesses to conduct research and development. However many companies do not take advantage of this lucrative offer because they are either unaware of it, assume that they don’t qualify or feel that it is too time consuming. Don’t make this potentially costly mistake!
To determine whether you are SR&ED eligible, please consider the following questions:

1. Has your company attempted to develop or design any new product?

2. Has your company improved or attempted to improve a new version of an existing product?

3. Has your company modified a manufacturing process?

4. Has your company built a prototype?

5. Has your company built custom, one-off pieces of equipment or machinery?

6. Has your company encountered challenges refurbishing/rebuilding old machinery?

7. Has your company used new or alternative raw materials?

8. Has your company changed formulas or recipes?

9. Has your company attempted to design or develop new software?

10. Has your company filed any patents or intends to file any patents in the future?

11. Has your company experienced problems or failures with the production of a prototype, project or process?

12. Has your company incurred expenditures for a prototype, project or process that failed due to unresolved issues?

13. Has your company modified raw materials or the manufacturing process in order to improve performance in terms of environmental considerations or other industry standards?

14. Has your company gained any knowledge (even in small amounts) about your technology as a result of the work performed?

15. Was the work performed in Canada?

16. Please select the province where the work was performed?

If you answered yes to one or more of the above questions, then your company has the potential to be eligible for the SR&ED Program. Please submit your completed questionnaire and one of our SR&ED specialists will review your submission and contact you. Even if you are unsure of your answer(s) we will work with you to determine your eligibility.

Your Name*

Company Name*

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Questions/Additional Information