We don't like to tell companies how to manage their internal time tracking and documentation as we find each and every organization and team handles it differently. We can, however, provide some successful tips that we've experienced during the claiming process:

• Don't underestimate the importance of challenges and notes captured in emails.
• Discuss project challenges in your weekly scrum meetings
• Start recording early, even if you aren't sure if your work is SR&ED eligible yet.
• Schedule reminders to create notes in your project management system.
• Schedule reminders to record your time at the end of every day.
• For software companies, record notes on the source code itself.
• Enlist an internal champion to oversee SR&ED eligible projects
• Educate your team on what qualifies and what doesn't

If you're still worried about your documentation or time tracking system, give us a shout. We'll let you know which projects are SR&ED eligible and how you can best document to support a future claim.