Do I qualify?

Four tests decide it. Each one can end a Claim on its own, so read them before you fill in the form. If one of them is clearly a no, you have your answer and it cost you nothing.

The four tests

  1. Technological uncertainty.

    At the start, a competent professional in your field could not have known how to do it from published knowledge. This is the "why" test. Hard, expensive or late is not the same thing: difficulty, cost and schedule pressure do not count.

  2. Systematic investigation.

    You worked through it as an experiment: a hypothesis, a test, a measurement, analysis, an adjustment, and again. This is the "how" test. Trying things until something worked, with no record of why, is weak.

  3. Work performed in Canada.

    The people doing the experimental work did it here. Work done abroad, even by your own staff, does not count.

  4. A real expenditure base.

    There were costs to claim against: salary paid to the people doing the work, materials consumed, Canadian contractors. A pool too small to produce a meaningful credit fails this test in practice.

When it is not worth a consultant

If your expected credit is under about $15,000, no consultant is good value, including me. As a rough guide that means under about $40,000 of eligible spend in the year. Use the CRA's free self-assessment tool, or a $299 self-serve package, and file it yourself.

The cash refund described on this site applies to Canadian-controlled private corporations. Other companies can still claim, but mostly as a credit against tax owed rather than as cash.

How long you have

A Claim rides on the tax return for the year the work was done. The CRA's deadline is 18 months after that fiscal year ended. Miss it and the year is gone, however good the work was.

If your fiscal year ended in the last 18 months, there may still be time. Put the month in the form and I will tell you exactly how long you have.

Ask for a Verdict

The Verdict is a written go or no-go memo, free, within five business days of a 30 minute call. It states whether you have a Claim and roughly how large, never a dollar promise.

Under about $40,000 of spend usually means under $15,000 of credit. If so, I will tell you it is not worth a consultant.

I take five Claims this season.

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