SR&ED for CFOs & in-house teams
Finance sees payroll, invoices and the reporting deadline.
The technical team remembers the failed tests and design changes. A claim needs both accounts of the year to line up.
SREDlog keeps the evidence, expenditures and review record together whether the company prepares in-house or works with an advisor.
Bring SR&ED into the finance calendar
SR&ED credits can be a meaningful part of R&D planning. Keeping potentially eligible expenditures and source records current gives finance a clearer view before the filing deadline.
Forecast only what the record can support
The claim should reflect the eligible work and expenditures the company can support. SREDlog keeps the calculation, technical record and review history together so each amount can be checked before filing.
Give both teams the same claim record
- Track potentially eligible expenditures alongside evidence-grounded narratives.
- Connect each material claimed amount to its source for review.
- Generate the T661, Schedule 31 and supported provincial forms as reviewable drafts.
- Build the supporting binder from the same records used to prepare the claim.
Keep the record when an advisor joins
Manage preparation in-house or use SREDlog alongside your existing consultant. Both approaches give technical and finance teams access to the same evidence and claim record.
Frequently asked questions
It is often described that way because earning an investment tax credit does not require issuing equity. Refundability depends on the claimant, tax year and expenditure type, and the CRA can review or reassess a claim.
Keep records created while the work is underway, review the basis for each expenditure and use specific technical narratives. SREDlog helps maintain the links between those records.
You can model an estimate from the expenditures and assumptions recorded to date. The final credit depends on eligibility, qualified expenditures, claimant attributes, assistance and review.
Yes. The company and consultant can work from the same evidence and claim record while keeping professional decisions with the people responsible for the filing.
Your company works in an isolated workspace. AI requests use either SREDlog's managed OpenAI account or your firm's own OpenAI account. See the security page for the full data boundary and provider-retention details.
Bring finance and technical review onto one record
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