Many companies invest heavily in R&D but often struggle to determine if their work meets the specific criteria for the Scientific Research and Experimental Development (SR&ED) program. Whether you are developing disruptive software or engineering novel manufacturing solutions, understanding how to document your work to meet Canada Revenue Agency (CRA) expectations is essential for securing the funding your venture deserves. This session provides a practical overview of SR&ED eligibility, qualifying activities, and the latest shifts in CRA interpretation.

What you will learn

• How the SR&ED program works and how the CRA evaluates supporting documentation.
• How recent shifts in CRA review practices affect technical narratives and financial reporting.
• Common documentation gaps and review triggers to watch for to ensure claim defensibility.
• Practical strategies to better align technical teams and internal processes for stronger future claims.

For founders and technical leaders, SR&ED is more than just a tax incentive; it is a critical tool for extending your runway and accelerating innovation. As the CRA updates its enforcement and interpretation, staying informed ensures you don’t leave money on the table or expose your company to unnecessary audit risks. This session empowers you to approach your claims with confidence and precision.

Who should attend

• Founders and technical leaders in software, engineering, or manufacturing.
• CFOs and financial advisors managing R&D budgets.
• Innovation-driven companies looking to improve their internal SR&ED processes.

Accessibility and accommodation requests

This event will be delivered virtually via Zoom with Closed Captioning (CC) available. We are committed to providing inclusive, accessible event spaces. If you require additional accommodations, please contact info@innovationfactory.ca or review the Accessibility Statement on our website.