SR&ED

SR&ED Support: Maximize Your Innovation Returns

Unlock Your Business’s Potential with OG’s SR&ED Expertise


The Scientific Research & Experimental Development (SR&ED) tax credit is a powerful incentive for businesses engaged in innovation. At OG, we specialize in helping businesses become SR&ED-ready, ensuring that they document and structure their research projects to maximize tax benefits while staying fully compliant.


What is SR&ED?

The SR&ED program, administered by the Canada Revenue Agency (CRA), provides tax incentives for companies investing in research and development (R&D) in Canada. Businesses across technology, manufacturing, engineering, life sciences, and green energy can benefit by claiming:

  • Investment Tax Credits (ITCs)
  • Refundable Tax Credits for Eligible R&D Activities
  • Deductions Against Business Income


Not sure if your project qualifies?


Contact to Book Consultation


How to Be SR&ED-Ready: The OG SR&ED Framework

We help businesses document and structure their R&D activities effectively. Our three-part SR&ED Framework ensures that your claim meets CRA requirements by focusing on:



Part 1: Project Objective

The goal of this section is to clearly define the purpose of your research and the technological advancements you aimed to achieve.

Key Questions to Consider:

  • What is the nature of your R&D project?
  • What specific technological advancements were you trying to achieve?
  • How does your project push the boundaries of technology in your industry?

Example: "Our project aimed to develop an advanced machine learning algorithm to optimize predictive maintenance in industrial equipment, reducing downtime and increasing efficiency."



Part 2: Technical Approach

This section explains how the project was executed, the technology stack involved, and the methodologies used.

Key Questions to Consider:

  • What technologies (e.g., programming languages, databases, frameworks) were used?
  • How was the system or product architected?
  • How did you test and optimize the technology for performance, scalability, or usability?

Example: "We used a Python-based technology stack with TensorFlow for machine learning, AWS for data processing, and React.js for visualization. Multiple rounds of testing were conducted, including stress tests using JMeter."



Part 3: Challenges & Solutions

This section highlights technological uncertainties, development iterations, and knowledge gained during the project.

Key Questions to Consider:

  • What technological challenges or uncertainties did you encounter?
  • How did these uncertainties impact the project?
  • What solutions or new knowledge were developed as a result?

Example: "We encountered performance bottlenecks in real-time data processing. After multiple iterations, we developed a data compression algorithm that reduced processing time by 40%."



Our SR&ED Support Process

At OG, we take care of everything—from assessing eligibility to filing SR&ED claims—so you can focus on innovation.



  • Step 1: SR&ED Readiness Assessment
    • Identify eligible projects and expenses
    • Evaluate technological advancements and compliance
  • Step 2: Documentation & Project Tracking
    • Implement best practices for tracking R&D activities
    • Guide your team in maintaining CRA-compliant records
  • Step 3: Preparing & Filing Your SR&ED Claim
    • Draft detailed project descriptions & financial reports
    • Accurately allocate eligible expenditures
    • File within the correct tax period
  • Step 4: CRA Review Support & Follow-Up
    • Provide full audit support if required
    • Ensure proper documentation to substantiate claims


Why Choose OG for SR&ED?
  • Expert Guidance – We navigate the complex SR&ED process for you.
  • Maximized Returns – We ensure you claim every eligible tax credit.
  • CRA Compliance & Audit Support – We handle documentation and CRA queries.
  • Tailored SR&ED Strategies – Our framework is designed to optimize tax benefits for businesses of all sizes.


Maximize Your SR&ED Benefits with OG

With OG’s expertise, you can focus on innovation while we handle your SR&ED claims. Let’s turn your research and development into valuable tax credits.



Ready to Claim Your SR&ED Tax Credits?


Contact to Book SR&ED Consultation