Focus on your business

We help you to get refunds on your development expenditures

 

Aggregate Consulting prepares claims for SR&ED tax credits

The Scientific Research and Experimental Development (SR&ED) Program is a federal tax incentive program, administered by the Canada Revenue Agency (CRA), that encourages Canadian businesses of all sizes, and in all sectors to conduct research and development (R&D) in Canada. It is the largest single source of federal government support for Technology R&D.

The SR&ED Program gives claimants cash refunds and / or tax credits for  expenditures on eligible R&D work done in Canada.

Request a free copy of the 10 Essential SR&ED

Do's and Don'ts E-Booklet

Can the business apply for SR&ED tax credits?

  • Does the business develop products and services?
  • Does the business develop software?
  • Does the business employ development engineers and computer scientists?

These are  indicators that the company may be eligible for the SR&ED program.

 

Our Process

 

Aggregate Consulting assists with the entire SR&ED process. We investigate  which activities within the  development program  qualify for R&D tax credits, write the technical project description documents, prepare the detailed R&D cost schedules and complete the SR&ED tax schedules required in the corporate tax return.

Determine Eligibility

Perform a technical assessment of Research and Development activities in order to determine which projects will qualify for the SR&ED program.

Assess each of the  projects to determine the costs that qualify as SR&ED expenditures.

Writing and Filing the Claim

Write the technical project description that will be used with form T661 on the corporate year-end tax return in support of the SR&ED tax incentive claim.

Prepare the detailed tax schedules required to claim for SR&ED tax credits.

Audit Support

Assist  in defending the SR&ED claim if CRA requires more information and/or undertakes an audit of the project claims.

Establish Procedures

Help set up the process and procedures to assist in ongoing SR&ED tax credit recovery services.

Our Expertise

Aggregate Consulting assists many small and mid-sized companies to successfully claim SR&ED tax credits.

 

About Us

Jeff Adams, SR&ED Tax Credit Specialist

Jeff successfully combines a strong software engineering and product design background with extensive expertise in: accounting, taxation and R&D tax credits to strategically manage the SR&ED claim preparation process in many  small to mid-size technology companies. He has developed a unique and comprehensive process for preparing SRED claims. Jeff  leads technical discussions with primary stakeholders to identify relevant information and synthesize material for written reports describing how the design activity meets the technical criteria. Jeff uses analytical accounting to produce customized Excel R&D cost schedules, bullet proof SR&ED claims and T2 Corporate tax returns. 

Contact Us

Aggregate Consulting

Tel: (613) 852-5110

Fax: (613) 249 7301

info@aggregateconsulting.ca