New: Scenario Planning for Firms

Professional
SR&ED Calculation.

Manage clients, model scenarios, and generate audit-proof estimations with the purpose-built calculator for Canadian tax professionals.

FY 2024 / Base Case

Last updated: Just now

Total Estimated Credits

$142,500

Audit Risk Score

Verified
LowDocument Score: 94/100

Qualified Expenditures

$335,294
Total$142k

Breakdown

Federal (ITC)
$92,625
Provincial (ORDTC)
$49,875
Net Benefit$118,500
Expert-Guided Workflow

Rapid 80% Draft Completion
before you start.

Stop staring at blank pages. Our wizard walks you through the complex SR&ED process step-by-step, transforming raw data into high-quality technical narratives and financial schedules.

AI-Assisted Technical Narratives

Automatically generate high-quality draft descriptions from your raw data and interview answers.

Instant Financial Integration

Drag-and-drop extraction from general ledgers simplifies the entries instantly.

UncertaintiesQuestion 2 of 4

What were the key technical obstacles you faced?

Describe specific limitations in standard technology that prevented immediate success.

Auto-completing
The standard encryption library introduced a 200ms latency overhead when processing real-time signals, which exceeded our system budget of 50ms. We attempted to optimize the key generation...
Tenant
Acme Corp Inc.
FY
Fiscal Year
2024 (Ending Dec 31)
Base ScenarioActive
Aggressive Filing
Structured Workflow

Organize clients by
Fiscal Years & Scenarios.

Stop drowning in loose spreadsheets. Our hierarchy keeps every calculation context-aware, organized by Tenant, Fiscal Year, and Versioned Scenarios.

  • Multi-tenant access control
  • Unlimited scenario versions
  • Fiscal year rollovers

Drop Financial Statements

PDF, Excel, or CSV

Extracting line items...
Data Ingestion

Direct upload from
financial statements.

Don't manual entry data. Drag and drop your client's General Ledger or Income Statement, and our system extracts the relevant line items for classification.

Scenario Planning

Compare outcomes
without the rework.

Clone a fiscal year scenario in one click. Toggle between "Traditional" and "Proxy" methods or adjust salary expenditures to see real-time impact on Federal and Provincial credits.

Real-time Calculation

Net Benefit
$118,500
+12% vs Traditional
Salaries$450,000
Materials$15,000
Export Package
FORM T661 (24)
Scientific Research & Experimental Development
300Total qualified expenditures
$1,240,500
340Arm's length contracts
$85,000
502Prescribed proxy amount
$620,250
PART 4 - CALCULATION$415,200.00
Reporting & Compliance

High-fidelity schedules.
Your data, always.

Generate CRA-compliant PDF tax schedules (T661, S508, RD-1029) instantly. We believe in total data sovereignty—export your entire dataset at any time, in open formats. No lock-in, ever.

  • High-fidelity PDF generation
  • Full JSON/CSV dataset export
  • Audit trail retention

The Safety Net for
High-Velocity Teams.

Scaling shouldn't mean compromising on compliance. Our AI and audit defense layers work in the background to ensure every claim is CRA-proof.

AI Narrative Assistant

Our context-aware AI analyzes technical data to draft robust scientific uncertainly and advancement narratives, cutting writing time by 80%.

Audit Defense Vault

Every document, timestamp, and calculation is immutable. Generate an "Audit Defense Pack" in one click if the CRA ever calls.

Enterprise Security

SOC2 Type II ready. Role-based access control, encrypted client data isolation, and full audit logs for your peace of mind.

Developer API

Scale your practice.
Build your own products.

Transform your firm into a high-volume calculation powerhouse. With a single API integration, you can run hundreds of scenarios across your entire client base in seconds, or build completely new financial products on top of our engine.

Bulk Processing

Calculate 100s of client scenarios simultaneously. Identify opportunities across your whole portfolio in one click.

Instant Propositions

Auto-generate validity reports and estimated returns for every client, ready to present.

Secure & Stateless

Process sensitive financial data without retaining it on our servers.

api-client — zsh
~ curl -X POST https://api.sredcalculator.io/calculate \
  -H "Content-Type: application/json" \
  -d '{
    "fiscalYear": { "method": "proxy" },
    "salaries": [ { "amount": 120000 } ]
  }'
Status: IDLE● 14ms Latency

Ready to maximize
your firm's potential?

Join the forward-thinking accounting firms using SR&ED Calculator to deliver better results, faster.