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How it works

You get a free written Verdict first. Only if it says yes do we sign anything. Then I write the technical part of the Claim and map every line of the form, and your own accountant files it.

Five steps

  1. 1You fill in a short form.Five questions. The one that matters is what you built that you were not sure would work.
  2. 2A 30 minute qualifying call.I ask about the uncertainty, the experiments and who did them. No preparation needed.
  3. 3Your Verdict in writing within five business days.Free, and it may say no. It states whether you have a Claim and a size band, never a dollar promise.
  4. 4If it says yes: engagement letter, $500 deposit, and I write the Narrative and the Fill sheet.Nothing paid starts before a signed engagement letter.
  5. 5Your own accountant files it with your tax return.I never touch your return.

What you get

The Verdict

A short written memo: go or no-go on each of the four tests, the projects that qualify, and a size band for the credit. If the answer is no, it says why, so you can decide whether a later year is worth another look.

The Narrative

The technical write-up the CRA reads: what was uncertain, what was tried, what was learned. It fills Part 2 of form T661. It is the part only a technical person can write well.

The Fill sheet

Every T661 line mapped to its value, with the arithmetic behind each figure. Your accountant enters it into their certified software and files it with your T2. Nothing is left for them to interpret.

What I need from you

  • An hour or two with the people who did the technical work.
  • Payroll for the year: who was paid what, and roughly what share of their time went into the experimental work.
  • Invoices for materials consumed and for Canadian contractors, if any.
  • Read access to your repository and issue tracker, if you have them. This is what makes the record solid and the work fast.
  • Your accountant's name, so the Fill sheet goes straight to the person who files.

Why a repository makes it better

For Clients with a code repository and an issue tracker, I rebuild the experimental record from dated commits and tickets, rather than from memory in a meeting. Dated evidence is what a reviewer asks for, and it is already sitting in your tools.

That means read access to your code, so confidentiality is in the engagement letter before I see anything. Access is read only, scoped to what the Claim needs, and removed when the work is delivered.

No repository or issue tracker? It can still work. The record then comes from interviews and documents, which takes longer, so it costs a band more.

What I do not do

I do not file your tax return or touch it. Your own accountant transmits the T2 with the Claim attached, because that is their job and their software. My responsibility is the Narrative and the Fill sheet, and it stops there.

I do not promise an amount. The CRA decides. The Verdict gives a size band, and the Fill sheet shows every number and where it came from.

If the CRA reviews your Claim

If the CRA reviews a Claim I prepared, I handle the technical response with you. The first 10 hours are included in the fee; beyond that it is hourly, agreed in advance.

Ask for a VerdictWhat it costs