SR&ED Eligibility Self-Assessment Tool

Use this tool to determine if the research and development (R&D) work you did has a probability of meeting the scientific research and experimental development (SR&ED) requirements. Complete the questions for each project that you have undertaken.

The tool is intended for self-assessment and educational purposes only. Only the Canada Revenue Agency (CRA) can determine the eligibility of the projects and only after receiving a complete claim.

You should focus on the R&D work performed during the tax year for which you are planning to make a claim.

Please file a claim for each project that gets an affirmative result. To help you submit a complete claim we recommend that you review the Guide to Form T661 and take advantage of the services we offer prior to filing an SR&ED claim. Your SR&ED claim must be filed within 12 months of the filing due date of your income tax return.

If a project receives a negative result and the explanations given are not clear, please contact your local SR&ED representative for clarification or advice.