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Courses/Accounting & Tax/Accounting

How to Prepare SR&ED Claims and Obtain The CRA's Approvals

Navigating SR&ED: Insider Insights and Expert Guidance for Claiming Tax Incentives in Canada.

Created byAJAG Professional Developmentworkspace_premium
4.5
(94 reviews)
BeginnerUpdated Feb 9, 2025
How to Prepare SR&ED Claims and Obtain The CRA's Approvals

What You'll Learn

check_circleLearn key SR&ED claim requirements.
check_circleIdentify qualifying SR&ED activities.
check_circleDetermine eligible SR&ED expenditures.
check_circlePrepare the required SR&ED forms.
check_circleNavigate the CRA approval process.
check_circleExpedite CRA claim processing.

About This Course

This one-hour presentation by Richard Moore of TechnologyIncentives.ca will outline the benefits and requirements of the SR&ED program. Richard will review the CRA’s policies, forms, and approval procedures, drawing on his firsthand experience as a Research & Technology Advisor within the CRA’s SR&ED division in Vancouver. Over four years, he assessed the eligibility of several hundred taxpayers' SR&ED claims. Additionally, with 22 years of experience assisting more than 200 technology-based companies, he has helped secure the CRA’s approval of over 550 SR&ED claims.

Course Content Will Include:

  • Overview of the SR&ED Program
  • Benefits of SR&ED
  • What activities qualify for SR&ED?
  • What expenses qualify for SR&ED?
  • The SR&ED Claims Submission Process
  • The CRA’s Approval Process
  • Q&A

Your Instructors

AJAG Professional Development
AJAG Professional Development
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star8,682 reviews

AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.

Richard Moore
Richard Moore

Richard was employed by the CRA from 1996 to 2000 to audit SR&ED claims in software, hardware, IT, and multimedia. He has worked at IBM, Blackberry and NorthernTelecom, and founded 6 startups. Richard has taught at Simon Fraser University and the University of British Columbia, University of Victoria, and research at the University of Waterloo.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.5
Student's Choice
94 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.