SR&ED templates
Capture evidence while the work is fresh. These practical templates can also be imported into SREDlog.
SR&ED time log · Excel
Hours per person and task, with a place for the uncertainty each block of work addressed and any linked evidence. A structured input for a well-supported time allocation.
SR&ED project log · Excel
The technical story of each project: the uncertainty you faced, what you tried, and what you learned. It maps to the T661 line 242 / 244 / 246 narrative.
Client import sheet · Excel
For consultants and firms: the core client fields in one sheet, ready to bring a book of clients into SREDlog in one go.
Use the templates throughout the project
Record the work while details are current. The templates provide structure for supporting records and are not intended to serve as final claim language.
Want to use these sheets inside a connected claim workflow? See the claim workflow