Scientific research and experimental development (SR&ED) tax incentives

Pre-claim consultation request form

Pre-claim consultations are administered through the coordinating tax services offices. To request a consultation, select the region where your business is located and complete the form.

Privacy notice

Under the Privacy Act, individuals have a right of protection, access to and correction of their personal information and to file a complaint with the Privacy Commissioner of Canada regarding our handling of their personal information. Personal information is collected pursuant to subsections 37(1), 37(11), and 162(5.1) of the Income Tax Act and is used for the administration of the Scientific Research and Experimental Development (SR&ED) program requirements. Information may also be used to inform the provision of services by the SR&ED Program. For more detail, refer to Personal Information Bank CRA PPU 441 in the Canada Revenue Agency (CRA) Information about Programs and Information Holdings - Personal Information Banks - Canada.ca.

Select your region:

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon

Alberta

The Fraser Valley and Interior Tax Services Office serves SR&ED clients in Alberta. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Manitoba

The Fraser Valley and Interior Tax Services Office serves SR&ED clients in Manitoba. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Northwest Territories

The Fraser Valley and Interior Tax Services Office serves SR&ED clients in the Northwest Territories. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Saskatchewan

The Fraser Valley and Interior Tax Services Office serves SR&ED clients in Saskatchewan. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

British Columbia

The Fraser Valley and Interior Tax Services Office serves SR&ED clients in British Columbia. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Nunavut

The Northern Ontario Tax Services Office serves SR&ED clients in Nunavut. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Ontario

The Northern Ontario Tax Services Office serves SR&ED clients in Ontario. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

New Brunswick

The Nova Scotia Tax Services Office serves SR&ED clients in New Brunswick. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Newfoundland and Labrador

The Nova Scotia Tax Services Office serves SR&ED clients in Newfoundland and Labrador. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Nova Scotia

The Nova Scotia Tax Services Office serves SR&ED clients in Nova Scotia. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Prince Edward Island

The Nova Scotia Tax Services Office serves SR&ED clients in Prince Edward Island. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Quebec

The Western Quebec Tax Services Office serves SR&ED clients in Quebec. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

Yukon

The Fraser Valley and Interior Tax Services Office serves SR&ED clients in the Yukon. To request a pre-claim consultation, complete and submit the form below.

Pre-claim consultation request

First name of contact (required)

Last name of contact (required)

Business name (required)

The business name must be the same as the name used on the income tax return of the business.

Phone number and area code (required)

The phone number where the CRA can reach the contact named above

Alternate telephone number and area code (optional)

Another phone number where the CRA can reach the contact named above

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Date modified:: 2023-12-08

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Pre-claim consultation request form

Alberta

Pre-claim consultation request

Manitoba

Pre-claim consultation request

Northwest Territories

Pre-claim consultation request

Saskatchewan

Pre-claim consultation request

British Columbia

Pre-claim consultation request

Nunavut

Pre-claim consultation request

Ontario

Pre-claim consultation request

New Brunswick

Pre-claim consultation request

Newfoundland and Labrador

Pre-claim consultation request

Nova Scotia

Pre-claim consultation request

Prince Edward Island

Pre-claim consultation request

Quebec

Pre-claim consultation request

Yukon

Pre-claim consultation request

Page details