SR&ED documentation prep for Canadian software teams
Track R&D work, organize supporting evidence, and review where support may need attention before you file. SR&ED Copilot handles preparation — you or your authorized preparer handles filing.
Two modes: In-Year Evidence Capture for ongoing documentation, and Year-End Assist for teams preparing a claim from existing records.
Inside the product
Thermal control prototype · FY 2026
Confirm the claimant tax year
Replace the calendar-year proxy before deadline planning or generation.
Link active support to Line 242
The latest uncertainty text has no active in-period citation.
Reconcile wage allocations
Two cost rows need SR&ED hours matched to payroll support.
Preparer handoff completion
Completion means inputs are organized for a preparer. It is never shown as an eligibility, compliance, or filing-readiness score.
We connect the main preparation steps short of filing. Your accountant or SR&ED consultant makes the final eligibility and filing decisions.
Ten practical checks between “we did R&D” and a structured accountant handoff
Keep the tax period, evidence, people, costs, narrative review, and handoff in one versioned workspace. It organizes preparation and flags gaps; your tax professional still makes the filing decisions.
Exact start/end dates, claimant-aware reporting-date planning, and countdown.
Legal name, BN, claimant type, province, and filing contact completeness.
Map uncertainty, advancement, investigation, hypotheses, and contemporaneous records to active evidence.
Track T661 descriptions, expenditure detail, Schedule 31, supporting schedules, certification, and review.
Assign missing records and questions with owner, priority, due date, status, and notes.
Record who did the work, activities, SR&ED hours, total hours, and allocation issues.
Organize wages, contractors, materials, assistance, method, and a clearly labelled federal estimate.
Review contemporaneous and reconstructed coverage, then assign actions to technical or cost-support questions.
Verify T661 lines 242, 244, and 246 against active citations and a named reviewer.
Export a content-fingerprint-checked snapshot with the selected approved narrative, evidence index, costs, actions, blockers, and review status.
Start during the year. Or start at year-end.
In-year capture produces the strongest evidence. Year-end assist helps you make the most of what you already have. Both modes lead to the same destination: a structured preparation package for independent accountant review.
Strongest evidence. Least year-end stress.
Capture evidence as R&D happens with manual entries, or connect GitHub, Jira, or Slack to import selected records on demand. Ongoing webhook capture requires separate source and server setup.
Best for: Teams starting a new fiscal year or mid-year who want to build documentation continuously.
Make the most of what you have.
Organize existing Git history and Jira archives, then add later context only when it is accurate and clearly labelled as reconstructed. The product cannot recreate missing historical evidence.
Reconstructed evidence is inherently weaker than contemporaneous capture. We flag this clearly so your accountant can make informed decisions.
One workflow. Both modes.
Whether you've been capturing all year or are starting at year-end, the destination is the same: a preparation package your accountant can independently verify and use in their filing workflow.
In-year: add records manually or connect GitHub, Jira, or Slack for on-demand import. Year-end: import selected history and add manual context. Ongoing webhooks require separate setup.
Review prompts surface longer spans without active records. They are heuristics, not CRA quotas or proof that work is unsupported.
An SR&ED preparation self-assessment, draft-review heuristics, and a handoff checklist help you spot questions for your reviewer. They do not determine eligibility, compliance, or filing readiness.
AI drafts T661 Lines 242, 244, 246 from your evidence. Citation mapping is attempted but may be incomplete — always verify references and review with your accountant.
Record wages, contractor costs, materials, and assistance. See a clearly labelled federal planning estimate tied to the tax-year dates and claimant profile; provincial credits are left for professional review.
Export an active-evidence review binder and a content-fingerprint-checked handoff with an explicitly selected approved narrative, citations, costs, and open preparation actions. It is source material for review, not a completed return.
Why SR&ED claims get reduced or denied
CRA explains the work descriptions and supporting evidence reviewers expect. SR&ED Copilot helps you organize those inputs before your accountant makes the filing decisions.
CRA recommends maintaining records throughout the work; each record still needs to be relevant, reliable, and connected to the claimed activities.
In-year mode supports manual capture and on-demand source imports; configured webhooks can add ongoing records. Year-end mode preserves existing source timestamps and clearly labels later context as reconstructed.
The claim must show what was unknown and could not be resolved by standard practice.
AI drafts use section-specific T661 prompts and active-evidence citations. Experiment logging prompts capture hypotheses and unknowns for human review.
CRA expects evidence of hypotheses, experiments, iterations, and conclusions.
Timeline view shows progression. Experiment logging prompts help capture hypothesis-to-resolution arcs via manual entry.
Reviewers need to see which individuals performed SR&ED-eligible activities.
Evidence attribution from Git, Jira, and Slack when connected. Manual entries support author tagging.
Long spans without relevant active support can make claimed work harder to substantiate. There is no CRA weekly quota, and a gap is not proof that work did not happen.
In-app review prompts surface longer spans so you can look for existing records and discuss unresolved periods with your accountant.
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SR&ED Copilot is built in Canada for Canadian businesses, including corporations and individuals carrying on a business. AI narratives use server-managed providers selected for quality, cost, and business-data controls. Your evidence and narratives are encrypted at rest. We do not train our own models on them; external-provider training restrictions depend on the applicable API or commercial terms — see our data handling policy for the full picture, including where data is processed.
One plan for evidence, drafting, and handoff
Both modes — In-Year Capture and Year-End Assist — included.
Per company. Billed monthly. Cancel anytime.
Full product access for 30 days, subject to the hosted AI fair-use limits above. No credit card required to start.
Authenticator MFA. Role-based access. Portable export. Organization controls for AI providers and BYOK-only or no-AI modes.
We draft. Your accountant reviews, edits, and files. Clear separation of roles.
Corporate claims commonly have an 18-month reporting window; individual and partnership timing differs. Confirm the exact date.
Whether you're starting the year or finishing it, SR&ED Copilot helps you organize evidence, review where support may need attention, and prepare a package your accountant can work from.
Free for 30 days — no credit card required.