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Writing an application

您需要为 SR&ED 索赔提供什么?

为了帮助您成功申请 SR&ED 税收抵免,我们需要以下关键文件和信息。别担心——我们的团队将指导您完成每一步。

1

项目文档

  • A brief description of your R&D projects, including:

    • Goals and objectives of the project.

    • Technical challenges and uncertainties faced.

    • Steps taken to solve these challenges (experiments, iterations, etc.).

    • Results, including what worked and what didn’t.

(Tip: If you don’t have everything documented, we can help you build a detailed technical narrative)

2

财务记录

  • A breakdown of eligible R&D expenses, including:

    • Employee wages: Details of employees’ time spent on the project and how their wages were calculated.

    • Materials and subcontractor costs: Proof of expenses for materials used and contracts related to the R&D activities.

    • Trial balance and journal entries: Financial records showing how these expenses are recorded in your books.

(Tip: Ensure these records are accurate and up-to-date, we can help reconcile them with your claim forms)

3

所有权详情

A copy of Schedule 50, listing:

  • Names of all shareholders.

  • Their respective ownership percentages.

4

其他文档

(如适用)

  • Insurance policies or benefit plans tied to R&D costs.

  • Contracts with third-party subcontractors.

  • Receipts for significant purchases directly related to the project.

(Tip: If any sensitive data is included, you can provide redacted (anonymized) versions for privacy protection)

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