SR&ED Tax Credit Services for Toronto Businesses

Eligibility assessment, claim preparation, and CRA review support for companies undertaking technological innovation.

Why businesses choose Lashley CPA for SR&ED

This service is designed for businesses performing technical work that goes beyond standard practice.

  • Canadian-controlled private corporations (CCPCs)

  • Technology, engineering, and data-driven companies

  • Businesses developing new or improved products, processes, or systems

  • Companies with in-house technical teams or contractors

  • Businesses that want defensible, audit-aware SR&ED claims

Eligibility discipline comes first

Not all technical work qualifies. Claims are scoped carefully to reduce audit risk and overstatement.

CRA aligned, audit aware approach

Technical narratives and financials are prepared with CRA review standards in mind, not marketing language.

Integrated with corporate tax

SR&ED is handled in coordination with your T2 filing to ensure consistency and proper credit treatment.

Direct CPA involvement

You work directly with the CPA responsible for your claim, not a sales-driven or volume-based process.

What’s included in our SR&ED services

  1. Eligibility assessment and project scoping
    We assess potential projects against CRA’s eligibility criteria and clearly separate eligible and non-eligible work.

  2. Technical narrative development
    We work with you to document technological uncertainty, hypotheses, and systematic investigation in CRA-aligned language.

  3. Cost identification and allocation
    Eligible salaries, contractor costs, and expenditures are identified and reconciled to your records.

  4. SR&ED claim preparation and integration with the T2
    The SR&ED claim is prepared and integrated directly into your corporate tax return for consistency and accuracy.

  5. CRA review and audit support
    We assist with CRA questions, reviews, and audits, ensuring the claim remains defensible post-filing.

  • What is the SR&ED tax credit?

    SR&ED is a federal program that provides tax credits for eligible research and development activities that advance scientific or technological knowledge.

  • How do I know if my work qualifies?

    Eligibility depends on whether the work involved technological uncertainty and systematic investigation. An assessment is required.

  • Can software and data projects qualify for SR&ED?

    Yes, provided the work goes beyond routine development and meets CRA eligibility criteria.

  • What records are required for SR&ED?

    CRA expects evidence supporting hypotheses, experimentation, and results. We help identify and organize appropriate documentation.

  • Do you support CRA SR&ED reviews or audits?

    Yes. We assist with CRA correspondence, reviews, and audits related to SR&ED claims.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.