ABOUT SR&ED

 

The Scientific Research and Experimental Development (SR&ED) Program is a federal tax incentive program, administered by the Canada Revenue Agency (CRA), that encourages Canadian businesses of all sizes, and in all sectors to conduct research and development (R&D) in Canada. It is the largest single source of federal government support for industrial R&D. The SR&ED Program gives claimants cash refunds and/or tax credits for their expenditures on eligible R&D work done in Canada.

 

 

YOUR SR&ED CHALLENGE

 

In order to apply for the SR&ED program, there are a number of administrative tasks you need to follow, including tracking and collecting hours worked on a project, the salary and overhead costs related to the project, claim rates, and more.

 

It takes a lot of time and effort to collect this information, organize it, and make sure it is correct. Even if you are already using efficient tracking systems in your company, such as time logs and financial accounting, the application process requires that you bring together information from different sources.

 

 

THE SR&ED SPREADSHEET

 

Whether you do everything on your own, or work with an SR&ED consulting or accounting firm, you cannot escape the work required to prepare your internal project information to the point at which you can complete the SR&ED application or hand it off to someone else. This is where the SR&ED Spreadsheet helps.

 

The SR&ED Spreadsheet helps save you hours of time by doing one thing and one thing well. It gives you a well-formatted document to enter all of your numbers. Formulas are already created, including validation checks to make sure your numbers add up properly.

 

 

CREATE YOUR OWN SPREADSHEET?

 

Sure, you could create your own spreadsheet. Most companies do. After all, it's not rocket science. But, it will take you many hours to do so, and a simple mistake with a formula or cell can cost you much time, money, and grief.

 

We have priced the SR&ED Spreadsheet so low that you will instantly save money, time, and peace of mind. You can use it for an unlimited number of projects in your organization and year after year.

 

 

WHO CREATED THE
SR&ED SPREADSHEET?

 

The SR&ED Spreadsheet was created by Mathew Georghiou, entrepreneur, engineer, designer, and author.  Mathew and his teams conducted SR&ED-eligible research and development for over a decade.

 

Mathew's companies had all the systems of a well-managed business, including time tracking, financial accounting, project management, and more. But, when it came time to prepare SR&ED applications, additional effort was needed to bring all the numbers together, and often from multiple people.

 

The SR&ED Spreadsheet was created to simplify and coordinate those efforts. The result was a significant savings in time and money, year after year, project after project.

 

As other business managers found out about the SR&ED Spreadsheet, they wanted it too. So, the SR&ED Spreadsheet was upgraded and improved to make it even more useful and even more user friendly, so that anyone could start using it immediately.

 

 

WHAT THE SR&ED SPREADSHEET
DOES NOT DO

 

• It does not TRACK project hours. Instead, it allows you to enter your final project hours so that you can prepare your SR&ED application. You probably already have a time-tracking system, so there is no need to duplicate that system, but you do need to merge your project hours with your salary expenses.

 

• It does not TRACK project expenses. Instead, it allows you to enter and calculate your total project expenses so that you can prepare your SR&ED application.

 

• It does not PREPARE your SR&ED application form. Instead, it helps you bring all the financial information you need together in one place so that you can easily calculate the numbers needed for your application.

 

 

The SR&ED Spreadsheet is designed to do one thing and one thing well. Unless you are using a highly-specialized R&D tracking system designed specifically for SR&ED tax credits, you are likely finding yourself creating spreadsheets every year for every project. You dread the process and the time it takes to do it. And, you worry about making mistakes.

 

Even if you use an outside consultant to help, the better you can prepare your information for them, the smoother the process will be, and you may be able to reduce their fees too.

 

The SR&ED Spreadsheet is affordable with no hidden fees, no yearly fees, no project fees and has a money-back guarantee!

 

 

HERE IS WHAT THE SR&ED SPREADSHEET CAN DO

 

• Separate employee versus contractor time.

 

• Accommodates multiple hourly rates for when employee salaries change during the fiscal year.

 

• Calculate proxy-method overhead, including easily changing the allowable proxy percentage. Or use the traditional method.

 

• Accommodates multiple projects.

 

• Includes validation checks to help you make sure your numbers add up and that you maximize your potential credit.

 

• Use year after year with no fees.

 

• Save hours of time and avoid mistakes.

 

• Save money if you use SR&ED consultants by reducing their billable hours.

 

 

FORMAT

 

The SR&ED Spreadsheet is provided in EXCEL XLSX format, which you can open in Microsoft Excel or other compatible spreadsheet application that can open XLSX files. You must have Microsoft Excel, Numbers, Open Office, or other spreadsheet application in order to be able to use the SR&ED Spreadsheet. Download the free trial below to check your compatibility.

 

YOUR LICENSE

 

• Purchasing the SR&ED Spreadsheet gives you or your organization a license to use the software for your own SR&ED projects, with no limits on the number of users or projects.

 

• If you are a consultant, accounting firm, or other individual or organization that prepares SR&ED applications for your clients, the license allows you to use the SR&ED Spreadsheet internally for one client and any number of projects for that client. If you serve multiple clients and want to use the SR&ED Spreadsheet for each client, you must purchase a separate license for each client.

 

• Download the file immediately upon purchase.

 

 

MONEY-BACK GUARANTEE

 

If you are not satisfied with the SR&ED Spreadsheet, contact us within 2 days of your purchase and we will give you a full refund.

 

 

 

FREE DOWNLOAD

 

Try the SR&ED Spreadsheet for free right now! Download a LOCKED version of the Excel XLSX file. You will not be able to modify it, but you can review it closely to make sure it fits your needs.

 

 

 

 

 

 

 

 

 

 

 

SCREENSHOTS

 

Questions or Comments?

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