To ensure that all of our clients’ SR&ED claims are maximized, defensible and predictable, we’ve developed a formal methodology as described below.    Typically, other consultants use 1-3 interviews per eligible project but to produce SR&ED claims which meet our internal quality standards (and, therefore, the CRA’s standards), our process typically requires 2-5 interviews per eligible project.   

Our Formalized Methodology

We have developed a 6-step process to claim preparation that has ensured a 100% approval rating for all of our engineering and manufacturing clients in Ontario and Alberta.

Step 1: Project Identification

This step consists of interviews with management and technical staff where the spectrum of development projects, undertaken by the client, is examined for eligibility. These interviews are conducted at the beginning of the fiscal year where possible. During this phase, a Strength of Eligibility determination is also conducted which involves examining how well each eligible project fits into the SR&ED legislation.

Step 2: Public Domain Research

This step consists of research into the trade journals, industry reports, etc. to ensure that the Technological Obstacles present in each project cannot be resolved in any other way but experimental development.

Step 3: Technical Information Gathering

This step consists of interviews with the client’s technical staff where the relevant technical details of each project are discussed. The report is drafted, according to our internal standards, as the information is gathered.   This step may also include reviewing the client’s documentation to extract the information required.