Engineer’S Guide To Claiming Sr&Ed In Canada

A step-by-step guide for engineers and startups to prepare a CRA-compliant T661 claim—faster, smarter, and stress-free.

What you'll learn

Understand SR&ED eligibility rules — Learn how to identify which R&D projects qualify under CRA’s definition of Scientific Research and Experimental Development

Write a CRA-compliant technical report — Follow the Line 242/244/246 structure to document technical uncertainty, work performed, and new knowledge gained.

Build an audit-proof documentation workflow — Learn how to organize time tracking, meeting notes, and technical logs to prepare for potential CRA reviews.

File your SR&ED claim 10× faster — Use templates and automation tools (like the GPT co-pilot) to complete your T661 report in under 1 hour.

Requirements

No prior tax or legal knowledge needed. Ideal for technical founders, engineers, or product managers who worked on R&D but aren’t sure how to document it for SR&ED.

Description

If you're an engineer or founder working in Canada, there's a good chance you're eligible for the SR&ED program—Canada's largest R&D tax incentive. But claiming it can feel overwhelming, time-consuming, or dependent on expensive consultants.This course helps you take control of your SR&ED claim from start to finish.Designed specifically for engineers, technical leads, and startup operators, you’ll learn exactly what the CRA is looking for—and how to write a strong, defensible claim even without a tax background.What you'll learn:What projects qualify under SR&EDWhat time and costs are eligible to claimHow to track work, gather technical notes, and avoid audit red flagsHow to write a strong Line 242 / 244 / 246 using CRA languageHow to structure your documentation to save time and reduce riskYou’ll also receive access to guided writing aids and automated support tools designed to streamline the claim drafting process.Whether you're preparing your first claim or improving a past one, this course will give you the clarity and confidence to file successfully—and get back to building.By the end of this course, you’ll feel empowered to submit a technically sound, audit-ready SR&ED claim—on your own terms. Whether you're a startup founder, solo entrepreneur, or consultant, this course is designed to help you confidently navigate the SR&ED process on your own terms. No prior tax or legal experience is required to succeed.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: SECTION 1: SR&ED Overview

Lecture 2 How SR&ED Refunds Are Calculated & Examples

Lecture 3 What is T661?

Lecture 4 Which Costs Are Eligible for SR&ED Claims?

Lecture 5 What Makes a Project SR&ED-Eligible? (+ Examples)

Section 3: SECTION 2: SR&ED Claim Workflow

Lecture 6 Setup your proactive workflow for SR&ED

Lecture 7 Eligible R&D Time: What You Can (and Can’t) Claim

Lecture 8 What Proof Do You Need for SR&ED?

Lecture 9 Gathering Information & Preparing Input Notes

Section 4: SECTION 3: Generate Your Claim Content

Lecture 10 Line 242 Structure

Lecture 11 Line 244 Structure

Lecture 12 Line 246 Structure

Lecture 13 Lines Writing Template

Section 5: SECTION 4: Writing Refinement

Lecture 14 Avoid Common Errors & Language choices

Lecture 15 Example: SR&ED Sentences Makeover: Bad vs. Good

Lecture 16 Next Step: Engineering SR&ED Toolkit + GPT Link

Lecture 17 Demo: CustomGPT AI Assistant — 10× Faster

This course is for startup engineers, CTOs, and technical team leads in Canada who want to file their own SR&ED claims — faster, cheaper, and with full control — without hiring a tax consultant.