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

SR&ED service visit

Service summary

The Scientific Research and Experimental Development (SR&ED) service visit gives eligible claimants an opportunity to meet with a CRA representative and discuss any aspect of the SR&ED program. It’s a virtual meeting, initiated by the CRA, that is offered to select claimants after they have submitted a claim.

The service is optional and can help you gain a better understanding of the SR&ED program’s administration and eligibility requirements, and can provide you with advice that is tailored to your needs that can help you with future claims.

What to expect

The service is conducted online and can help claimants:

• distinguish between SR&ED and non-SR&ED work
• identify the scope of work for SR&ED projects
• identify employee activities and qualifying work (including support work)
• allocate, track, and document qualifying expenditures for your SR&ED projects
• navigate tools and resources available to support you

The service can also be customized to your organization’s experience and requirements.

The CRA schedules the visit

After your claim is submitted, a CRA representative may contact you by phone to offer a virtual service visit.

If you accept the service, the representative may ask you some questions to better understand your current SR&ED needs and tailor their information for the visit accordingly.

Outreach, education and engagement

The SR&ED service visit is part of the CRA’s continued effort to provide tailored services to meet the needs of claimants and stakeholders. The focus of this meeting is outreach, education and engagement. You will be able to provide your feedback on the visit to help us maintain the service.

Contact

If you have questions about this service, contact your coordinating tax services office.