Documentation Requirements

How do you prove to the CRA that your project meets the SR&ED criteria? Documentation!

Your documentation should help you answer the following questions:

  • What work was performed?
  • What were the challenges

The CRA wants documentation in the following format:

  • Contemporaneous (we'll explain what this means on the "Technical Documentation" page)
  • Dated
  • Highlight technical challenges.

The more precise your documentation, the better. "This feature didn't work today," is not going to help you if/when your project gets reviewed by the CRA.

The scary part is that poor documentation and time tracking could drastically reduce your potential claim.The CRA has and will fully deny claims that were poorly documented. Don't let that be you!