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Engineer’s Guide to Claiming SR&ED in Canada
6 students
Engineer’s Guide to Claiming SR&ED in Canada
A step-by-step guide for engineers and startups to prepare a CRA-compliant T661 claim—faster, smarter, and stress-free.
Created byMei Tanaka
Last updated 7/2025
English
What you'll learn
- Understand SR&ED eligibility rules — Learn how to identify which R&D projects qualify under CRA’s definition of Scientific Research and Experimental Development
- Write a CRA-compliant technical report — Follow the Line 242/244/246 structure to document technical uncertainty, work performed, and new knowledge gained.
- Build an audit-proof documentation workflow — Learn how to organize time tracking, meeting notes, and technical logs to prepare for potential CRA reviews.
- File your SR&ED claim 10× faster — Use templates and automation tools (like the GPT co-pilot) to complete your T661 report in under 1 hour.
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Course content
5 sections • 17 lectures • 40m total length
Requirements
- No prior tax or legal knowledge needed. Ideal for technical founders, engineers, or product managers who worked on R&D but aren’t sure how to document it for SR&ED.
Description
If you're an engineer or founder working in Canada, there's a good chance you're eligible for the SR&ED program—Canada's largest R&D tax incentive. But claiming it can feel overwhelming, time-consuming, or dependent on expensive consultants.
This course helps you take control of your SR&ED claim from start to finish.
Designed specifically for engineers, technical leads, and startup operators, you’ll learn exactly what the CRA is looking for—and how to write a strong, defensible claim even without a tax background.
What you'll learn:
What projects qualify under SR&ED
What time and costs are eligible to claim
How to track work, gather technical notes, and avoid audit red flags
How to write a strong Line 242 / 244 / 246 using CRA language
How to structure your documentation to save time and reduce risk
You’ll also receive access to guided writing aids and automated support tools designed to streamline the claim drafting process.
Whether you're preparing your first claim or improving a past one, this course will give you the clarity and confidence to file successfully—and get back to building.
By the end of this course, you’ll feel empowered to submit a technically sound, audit-ready SR&ED claim—on your own terms. Whether you're a startup founder, solo entrepreneur, or consultant, this course is designed to help you confidently navigate the SR&ED process on your own terms. No prior tax or legal experience is required to succeed.
Who this course is for:
- This course is for startup engineers, CTOs, and technical team leads in Canada who want to file their own SR&ED claims — faster, cheaper, and with full control — without hiring a tax consultant.