What a Liberal Minority Government Means for Innovation in Canada
Key insights for founders and innovators about impacts to SR&ED, AI tax credits, flow-through shares, and IP strategy.
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Yes, in many cases, clean technology tax credits that cannot be fully utilized in the current tax year can be carried forward to future tax years. Some programs also allow credits to be carried back to previous tax years, but this is less common and depends on the specific rules of the tax credit program.
To document a project for SR&ED claims effectively, maintain detailed records from the project’s start to finish. This includes project proposals, objectives, hypothesis or technological challenges, and iterations. Document all experimental designs, tests conducted, results, and conclusions. Track the time each employee spends on the project through timesheets or logs, and keep receipts and invoices for all related expenditures. Regularly update these records to reflect project changes or new findings. Clear, comprehensive documentation will support your claim by demonstrating that systematic investigation was conducted to advance technology or science. Finally, ensure all records are easily accessible for review or audit purposes.
The SR&ED program is a Canadian government tax incentive designed to encourage businesses of all sizes and in all sectors to conduct research and development (R&D) in Canada. Eligibility for SR&ED is broad, encompassing companies performing work that advances scientific knowledge or achieves technological improvements. Eligible activities can include developing new products or processes, or improving existing ones through technological advancements. The key is that the work must involve systematic investigation or experimentation and aim to resolve scientific or technological uncertainties.
Projects that qualify typically include interactive digital media products that are interactive and either educational, informative, or entertainment-focused. This includes video games, interactive websites, and educational software, but excludes projects primarily for advertising or promotional purposes.
To prepare an SR&ED technical report, start by clearly defining the scientific or technological advancements aimed for and the uncertainties involved. Detail the experimental or analytical work conducted to overcome these uncertainties. Include a systematic investigation process, documenting each hypothesis, experiment, and result. Outline the project’s timelines and resources used, providing evidence of the progression. Highlight any technological advancements achieved or knowledge gained. Ensure all technical terminology is explained and avoid general marketing language. Include contributions from all team members and cross-reference financial documents to substantiate claims. Review the report for compliance with the CRA’s requirements to maximize the likelihood of acceptance.
Business grants in Canada can be highly competitive, especially those offering significant financial support or targeting rapidly growing industries. Success often depends on the quality of the application and alignment with the grant’s objectives.
Key insights for founders and innovators about impacts to SR&ED, AI tax credits, flow-through shares, and IP strategy.
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Unsure if your R&D work qualifies for SR&ED tax credits? This blog explains the differences between R&D vs SR&ED.