SR&ED Timeline
Timeline commonly used in SR&ED to explain how companies move from R&D work to receiving tax credits under the SR&ED Program, administered by the Canada Revenue Agency.
Key services
SR&ED Eligibility
Claim Prep & Filing
Narrative Development
Financial Analysis
Audit &Review Support
Why choose us
Proven Track Record
Built for Startups
Beyond SR&ED
The 3 Core Phases
Most SR&ED advisors simplify the process into three main phases:
Phase 1 — R&D Execution
Identify technological challenges
Conduct experiments
Track technical work
Phase 2 — Claim Preparation
Gather financial data
Write technical narratives
Complete SR&ED forms
Phase 3 — CRA Review & Refund
Claim submission
Possible review or audit
Refund or tax credit issued
Typical SR&ED Timeline
Stage | Typical Time |
|---|---|
R&D work | Throughout the year |
Claim preparation | 1–3 months |
CRA processing | 3–6 months |
Refund issued | After approval |