Pre-Claim Consultation

A pre-claim consultation will tell you if there is scientific research and experimental development (SR&ED) work in any of your projects before you send an SR&ED claim.

For a pre-claim consultation, you must meet the basic requirements for claiming SR&ED tax incentives, and the projects for which you are requesting a consultation must meet the following requirements:

The pre-claim consultation can only be requested for a maximum of three (3) projects per tax year.

In addition, the date of your request for a consultation must be no later than four months after the end of the tax year in which you did your work.

Based on the information you provide for the consultation, SR&ED reviewers will:

To ask for a pre-claim consultation, you have to complete and send an online pre-claim consultation request form. After you send your completed form, a Canada Revenue Agency (CRA) officer will call you to ask for more information to help the CRA decide if you qualify for a consultation.

In your pre-claim consultation request and during your conversation with the officer, give the same contact and business information. Also, have your business and project information on hand to respond to the officer’s questions.

If you have questions about the Pre-Claim Consultation, get in touch with your local SR&ED contact.

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