Who should read this guide?
Eligible companies for SR&ED
● Canadian-controlled private corporations (CCPCs)
● Start-ups developing new products, apps, or processes
● SMEs innovating in software, manufacturing, biotech, cleantech, aerospace…
● Large corporations with R&D teams in Canada
Why read this guide?
What business owners need to know
● Quickly understand if your work qualifies for SR&ED tax credits
● Discover provincial R&D tax credits that stack with federal SRED programs
● Stay updated with the latest legislative changes in 2025
● Access real success stories from Canadian companies
Is Your Company Already Doing SR&ED Work?
- Building or improving software, apps, or systems?
- Developing new products or processes?
- Solving technical problems through experimentation?
- Testing, prototyping, or optimizing operation?
What’s inside the guide?
1- Understanding SR&ED Fundamentals: Learn what qualifies as Scientific Research & Experimental Development. And discover the two types of tax incentives available to Canadian businesses.
2- Eligibility Requirements Decoded: Master the two essential criteria your work must meet. With clear examples of eligible vs. ineligible activities across industries.
3- Maximizing Your Claim Value: Understand which expenditures qualify, from salaries and materials to the 55% proxy method for overhead costs.
4- Investment Tax Credit Calculations: Calculate your potential refund using the enhanced 35% rate for CCPCs. And understand federal vs. provincial interactions.
5- Latest SR&ED Updates in 2025: Stay compliant with the latest changes to SR&ED tax legislation.
6- Avoid These Costly Mistakes: The 7 most common errors that get claims rejected or reduced and how to avoid them completely.
7- Real Success Stories: See how a manufacturing company secured $140K and a software company claimed $743K through strategic SR&ED applications.
