Other

SR&ED Lab

SR&ED Claims, written by an engineer

Category
Other
Stage
Beta
For
Canadian companies that have done experimental work, especially engineering-led teams seeking help preparing an SR&ED claim.

About

SR&ED claim preparation for Canadian companies that did experimental work. A free written Verdict first, then a flat fee priced on the work, never on the size of your Claim.

Features

Problem
Companies may not know whether their work meets SR&ED criteria before committing to a consultant.
How it works
Provides a free written Verdict after a short form and a 30-minute qualifying call, stating whether a claim is likely and giving a size band, not a dollar promise.
Result
Companies get an initial go/no-go assessment before paying for claim preparation.
Why
The Verdict assesses technological uncertainty, systematic investigation, work performed in Canada, and a real expenditure base.
Problem
Teams can mistake difficult or time-consuming engineering for qualifying experimental work.
How it works
Uses paired project examples and explains which of the four tests determines whether each version may qualify.
Result
Teams can better recognize which work may merit a closer assessment.
Why
Comparing claimable and non-claimable versions clarifies that uncertainty, method, location, and expenditure matter—not effort alone.
Problem
Claim narratives can be difficult to reconstruct from memory, and dated evidence may be scattered across work tools.
How it works
With read access to a repository and issue tracker, rebuilds the experimental record from dated commits and tickets; otherwise, uses interviews and documents.
Result
The technical write-up can describe what was uncertain, tried, and learned with supporting evidence.
Why
A record made during the work is stronger support than recollection alone.
Problem
Companies and accountants need technical claim details and figures organized for filing.
How it works
Prepares the Narrative for Part 2 of T661 and a Fill sheet mapping each T661 line to its value and arithmetic.
Result
The accountant receives claim materials intended to be entered into their certified software and filed with the T2.
Why
The engineer writes the technical portion while the company’s own accountant remains responsible for filing the return.
Problem
A company may miss the filing window or spend more on consulting than its potential credit justifies.
How it works
Offers a fiscal-year deadline check and tells prospects when an expected credit below about $15,000 is unlikely to make consulting worthwhile.
Result
Companies can identify urgency and avoid an engagement that may not be good value.
Why
SR&ED claims have an 18-month deadline after the fiscal year ends, and a small expenditure base may produce a small credit.
Problem
A prepared claim may receive scrutiny from the CRA.
How it works
Provides technical response support for claims it prepared, with the first 10 hours included in the fee.
Result
Clients have assistance responding to a technical review.
Why
The claim preparer has context for the technical work and supporting narrative.

Product questions

What does SR&ED Lab do?

SR&ED Lab helps Canadian companies assess and prepare SR&ED claims. An engineer first provides a free written eligibility Verdict; if it is positive and the company engages, he prepares the technical Narrative and a line-by-line T661 Fill sheet for the company’s accountant to file.

Who is SR&ED Lab for?

Canadian companies that have done experimental work, especially engineering-led teams seeking help preparing an SR&ED claim.

Screenshots

SR&ED Lab screenshot
SR&ED Lab screenshot
SR&ED Lab screenshot
SR&ED Lab screenshot
SR&ED Lab screenshot

Founder

Rick Wise

Explore more SaaS products on Buildside