Quick Navigation
Documentation Essentials
- Understanding SR&ED Requirements
- Documentation Best Practices
- Common Pitfalls to Avoid
Implementation Guide
- Setting Up Your Process
- Tools and Templates
- Automation Strategies
Understanding SR&ED Requirements
The Scientific Research and Experimental Development (SR&ED) program is Canada's largest R&D tax incentive program. To qualify, your documentation must demonstrate:
Scientific/Technical Advancement
Evidence of systematic investigation or search
Technical Uncertainty
Documentation of challenges and unknowns
Technical Content
Detailed record of work performed
Documentation Best Practices
Essential Documentation Components
Project Planning
Initial hypotheses and research objectives
Results Tracking
Outcomes, analysis, and conclusions
Time Records
Resource allocation and activities
Progress Updates
Regular documentation of advancement
Common Pitfalls to Avoid
Insufficient Detail
Lack of specific technical information about challenges and solutions
Delayed Documentation
Waiting too long to document activities and results
Missing Context
Not explaining why certain approaches were chosen or abandoned
Streamlining with Automation
How AutoDoc Helps
Real-Time Capture
Automatic documentation as work happens
Smart Templates
Pre-formatted for SR&ED compliance
Validation Tools
Ensures complete documentation
Ready to Streamline Your SR&ED Documentation?
Let AutoDoc help you maximize your R&D tax credits with automated documentation.