What is SR&ED Claim Strategy and How to Build It.

There’s a reason two companies doing similar R&D can have very different SR&ED outcomes: 𝗰𝗹𝗮𝗶𝗺 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

SR&ED claim strategy is about determining which internal projects to include, how to group them, and at what level to describe each project. It makes a huge difference in the claim outcome, both in the dollars claimed and the audit risk.

A good SR&ED strategy

1. Maximizes the amount of eligible work claimed (including both direct and supporting work)

2. Ensures the claim is defensible to the CRA

How we approach it at Elevyn

1. Review all internal projects your R&D team is involved in

2. Identify which projects are eligible for SR&ED

3. Determine how to group those into one or more SR&ED projects

4. Review all direct and supporting expenditures and map them to SR&ED projects

5. Collaborate with technical leads to ensure they understand and are onboard with the claim strategy

Worried your SR&ED strategy might not be optimized?

Let’s talk.