Eligibility assessment

Find out whether your technical work may qualify for SR&ED

A focused conversation can separate routine development from work that may meet the SR&ED tests for technological uncertainty, advancement and systematic investigation.

Why the details matter

Eligibility is not determined by industry labels or whether a project succeeded. What matters is the technological knowledge gap, the hypotheses considered, the work performed and what was learned.

What you should leave with

  • A project-by-project view of potential eligibility
  • Early identification of evidence gaps and documentation priorities
  • Clear separation of qualifying experimental work from routine execution
  • A sensible next step based on the strength and value of the opportunity

A focused three-step process

01

Screen

We identify candidate projects and the people closest to the technical work.

02

Test

We map each project against the core SR&ED eligibility criteria.

03

Prioritize

We focus preparation on the projects with the strongest facts and evidence.

Start with a no-obligation conversation

Tell us what your team worked on and where you need help. We’ll use the first meeting to determine whether there is a sensible next step.