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The Real Story Behind SR&ED Claims: What They Don't Tell You

Look, I've been helping tech startups navigate SR&ED credits for years now, and honestly? Most founders leave tens of thousands on the table because they think it's too complicated or "not for them." Let me break down what's actually happening here...

Sarah Chen Nov 15, 2025 8 min read
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2025 Tax Deadline Calendar
PDF • 245 KB

Every important date you need to remember - corporate tax, HST/GST, payroll remittances, and more. Print it out, pin it up.

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Startup Incorporation Guide
PDF • 892 KB

Everything you need to know before incorporating in Canada. Share structure, tax implications, the works. Saved me from repeating this conversation 100 times.

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SR&ED Claim Workbook
PDF • 1.2 MB

Step-by-step workbook to identify eligible R&D activities and calculate your potential credit. Fill it out before we chat and we'll save you a bunch of time.

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Financial Model Template
XLSX • 156 KB

Simple Excel template for projecting cash flow and runway. Nothing fancy - just the stuff VCs actually want to see. Works for pre-revenue through Series A.

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Expense Policy Template
DOCX • 68 KB

Clean expense policy template you can customize. Sets clear rules before things get messy. Trust me, you want this in place early.

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Due Diligence Checklist
PDF • 324 KB

What to have ready when investors start asking questions. Organized by category so you're not scrambling to find stuff at the last minute.

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