Question 1

Is this SR&ED screener a legal or tax opinion?

Accepted Answer

No. It is a directional educational tool based on publicly described CRA themes. Only your qualified advisor can opine on eligibility and claim content.

Question 2

What happens after I finish the questions?

Accepted Answer

You receive a summary label, short narrative guidance, and an optional link to the Canada SR&ED Q&A assistant with a suggested follow-up question you can refine with your consultant.

Question 3

Which official sources should I read for SR&ED?

Accepted Answer

Start with the CRA SR&ED programme hub, the Scientific Research and Experimental Development policy suite, and the Income Tax Act provisions your advisor points you to for your tax year.

SR&ED eligibility screener

Does the work seek scientific or technological advancement (new or improved capability), not only a commercial ship date?