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SR&ED consulting to structure stronger, more defensible claims

helloDarwin helps Canadian businesses assess SR&ED eligibility, quantify admissible expenses, and build the technical and financial documentation needed to support a claim.

From experimental development planning to CRA and Revenu Québec readiness, our team helps you reduce ambiguity, align internal inputs, and move faster toward a stronger refundable credit outcome.

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How our SR&ED consulting works

Assess technical eligibility

We review your projects, technical uncertainties, experimentation approach, and outcomes to identify where SR&ED may apply.

Map eligible expenses

We help organize salaries, subcontracting, materials, and overhead so eligible costs are documented and easier to quantify.

Build defensible documentation

We build project narratives, supporting evidence, and contemporaneous records so your claim is clearer and easier to support.

Prepare and optimize the claim

We help align the technical and financial story, challenge weak spots, and prepare your team for filing and follow-up.

4

stages from eligibility review to claim readiness

2

claim layers considered: CRA and Revenu Québec

1

coordinated advisory flow for technical and financial inputs

360°

view of projects, expenses, evidence, and filing readiness

Frequently asked questions about SR&ED consulting

What activities can qualify under SR&ED?

Activities may qualify when a team is trying to resolve technical uncertainty through systematic investigation or experimentation. That often includes experimental development in software, manufacturing, product improvement, or process innovation.

Which expenses can be included in an SR&ED claim?

Depending on the file, eligible expenses can include salaries, subcontracting, consumed materials, and certain overhead. A proper review is needed to determine what is supportable and how it should be documented.

What documentation should we keep?

Good SR&ED files usually rely on technical narratives, test records, project notes, decisions, time allocation logic, and financial backup. The strongest claims are built with documentation that was created close to the work itself.

Can you support both CRA and Revenu Québec requirements?

Yes. For Québec-based claims in particular, it is important to consider both the federal and provincial layers. We help teams structure information so it is more coherent across both authorities.

When should we start preparing an SR&ED claim?

The best time is before the claim is due. Starting early gives you more time to clarify eligibility, close documentation gaps, and gather the right internal inputs while the work is still fresh.

How does helloDarwin support an SR&ED mandate?

Our role is to help assess eligibility, structure expense mapping, strengthen documentation, and coordinate a clearer claim file with your internal technical and finance stakeholders.