SR&ED Explained: What Qualifies, What’s Changed, and How to Prepare

​Many companies invest in R&D but struggle to determine whether their work qualifies for the SR&ED program or how to document it to meet CRA expectations. This session provides a practical overview of SR&ED eligibility, qualifying activities, and how claims are reviewed, along with recent changes in CRA interpretation and enforcement. Attendees will learn how these shifts affect technical narratives, documentation, and financial reporting, and gain actionable guidance on improving claim defensibility and reducing risk.

​Designed for founders, technical leaders, CFOs, and advisors in innovation-driven companies, this session is especially relevant for organizations involved in software, engineering, manufacturing, or other technical R&D.

​What you will learn:

• ​How the SR&ED program works and how the CRA evaluates eligibility and supporting documentation

• ​How recent changes in CRA review practices affect claim preparation, technical narratives, and financial reporting

• ​Common risk areas, documentation gaps, and review triggers to watch for

• ​Practical strategies to improve claim defensibility and reduce uncertainty

• ​How to better align technical teams, financial records, and internal processes for stronger future SR&ED claims