Discover how companies can access cross-border innovation funding<\/strong> across Canada and the U.S. In this webinar, our experts will explain Canada\u2019s SR&ED Tax Credits, U.S. R&D Tax Credits, and key grant programs<\/strong> that support AI adoption and international expansion. Gain insights on aligning your R&D strategy across borders<\/strong> while staying compliant in a rapidly changing funding environment.<\/p>\n This exclusive 1-hour live session provides practical guidance to optimize funding, maximize tax incentives, and leverage grants<\/strong> for AI-driven projects and cross-border growth initiatives.<\/p>\n CEO, Managing Director, President\u2026<\/p>\n<\/div>\n<\/div>\n<\/div>\n CFO, Head of Finance, Finance Manager\u2026<\/p>\n<\/div>\n<\/div>\n<\/div>\n R&D Manager, CTO, Innovation Manager, Operations Manager\u2026<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n Below you will find the answers to the questions raised during the webinar, prepared by our experts Melody Jeng, Andrew Simpson, and Axel Deny<\/strong>.<\/p>\n Please note that these answers are provided for general information purposes only<\/strong> and do not constitute legal, tax, or financial advice.<\/p>\n If you have questions related to your specific situation or that of your organization, we encourage you to contact us directly.<\/p>\n You can file or amend an SR&ED claim up to 18 months after the end of the fiscal year<\/strong>. Even if your corporate tax return has already been filed, it can still be amended within that window to include an SR&ED claim.<\/p>\n The timeline depends mainly on the company\u2019s availability. Yes. Companies can apply for multiple funding programs simultaneously<\/strong> (tax credits and grants). Canada:<\/strong> Depending on the province and company status, combined federal and provincial credits can reach 40\u201360%<\/strong> in some cases.<\/p>\n United States:<\/strong> The federal R&D tax credit typically represents 7\u201310% of qualifying expenses<\/strong>.<\/p>\n There are no direct Canadian incentives that fund U.S. companies upfront<\/strong> to establish operations in Canada. Yes. Some U.S. states offer state-level R&D tax credits<\/strong>. At the time of the webinar, there were no confirmed updates<\/strong> on SBIR funding availability, and many programs appeared to be on pause<\/strong>. Updates are expected to be communicated once officially announced.<\/p>\n Yes. Both in Canada and the U.S.<\/strong>, audit support related to the R&D claim is included as part of the service. If authorities request documentation or conduct a review, support is provided at no additional cost.<\/p>\n For R&D tax credits, fees are generally success-based<\/strong>, calculated as a percentage of the credit obtained. Yes. Developing a new enterprise software system can qualify if there is technical risk, experimentation, and measurable improvement<\/strong>. In the U.S., special rules apply to internal-use software<\/strong>, but it may still qualify if it is not readily available on the market.<\/p>\n United States:<\/strong> Only U.S.-based employees and contractors<\/strong> can be included in the claim. Offshore costs are excluded.<\/p>\n Canada:<\/strong> Eligible labor must generally be Canadian-based<\/strong>, though materials can be sourced internationally.<\/p>","protected":false},"excerpt":{"rendered":" Discover Canada-U.S. R&D tax credits and funding opportunities to support innovation, AI, and cross-border growth.<\/p>\n","protected":false},"author":1,"featured_media":1614,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[110,111],"tags":[],"expertise":[774],"class_list":["post-1615","webinar","type-webinar","status-publish","format-standard","has-post-thumbnail","hentry","category-sred","category-tax-credit","expertise-sred-tax-credits"],"acf":[],"yoast_head":"\nWhat you will learn: <\/h2>\n
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Who is this webinar for?<\/h2>\n
\u2714 C-suite executives and founders<\/h4>\n
\u2714 Finance, tax, and R&D leaders<\/h4>\n
\u2714 Innovation and growth teams<\/h4>\n
Webinar agenda<\/h2>\n\n\n
Questions and Answers<\/h2>\n
How far back can we claim SR&ED in Canada?<\/h4>\n
How long does it take to prepare and submit an SR&ED claim?<\/h4>\n
In ideal conditions, an SR&ED claim can be prepared in as little as 2 weeks<\/strong>, but on average it takes around one month<\/strong>.<\/p>\nCan we apply for multiple grants and tax credits at the same time?<\/h4>\n
Some expenses may need to be adjusted to avoid double funding, but mechanisms like the SR&ED proxy amount<\/strong> often make claims worthwhile even when other funding is involved.<\/p>\nWhat percentage can we receive through R&D tax credits?<\/h4>\n
Are there programs for U.S. companies to come and build in Canada?<\/h4>\n
To access Canadian incentives like SR&ED, a company generally needs a Canadian entity<\/strong> incurring eligible R&D expenses in Canada.<\/p>\nAre there state-level R&D tax credits in the U.S. (e.g., Texas)?<\/h4>\n
For example, Texas<\/strong> offers an R&D credit that can offset franchise tax<\/strong>, provided the company is subject to that tax.<\/p>\nIs SBIR funding currently available in the U.S.?<\/h4>\n
Do companies need to own the intellectual property (IP) to claim R&D credits?<\/h4>\n
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Do you provide audit support if we are reviewed by tax authorities?<\/h4>\n
How are fees structured?<\/h4>\n
For grants, fees may vary depending on scope and are discussed during an initial consultation.<\/p>\nDoes enterprise or internal software development qualify for R&D credits?<\/h4>\n
Can we still claim R&D credits if part of the team is outsourced or offshore?<\/h4>\n