Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
  1. Courses
  2. /Accounting & Tax
  3. /Accounting

How to Prepare SR&ED Claims and Obtain The CRA's Approvals

Navigating SR&ED: Insider Insights and Expert Guidance for Claiming Tax Incentives in Canada.

Created byAJAG Professional Development
BeginnerUpdated Feb 9, 2025

What You'll Learn

  • check_circleLearn key SR&ED claim requirements.
  • check_circleIdentify qualifying SR&ED activities.
  • check_circleDetermine eligible SR&ED expenditures.
  • check_circlePrepare the required SR&ED forms.
  • check_circleNavigate the CRA approval process.
  • check_circleExpedite CRA claim processing.

About This Course

This one-hour presentation by Richard Moore of TechnologyIncentives.ca will outline the benefits and requirements of the SR&ED program. Richard will review the CRA’s policies, forms, and approval procedures, drawing on his firsthand experience as a Research & Technology Advisor within the CRA’s SR&ED division in Vancouver. Over four years, he assessed the eligibility of several hundred taxpayers' SR&ED claims. Additionally, with 22 years of experience assisting more than 200 technology-based companies, he has helped secure the CRA’s approval of over 550 SR&ED claims.

Course Content Will Include:

  • Overview of the SR&ED Program
  • Benefits of SR&ED
  • What activities qualify for SR&ED?
  • What expenses qualify for SR&ED?
  • The SR&ED Claims Submission Process
  • The CRA’s Approval Process
  • Q&A

Course Content

1 activity • 1 videos • duration: 56m

remove
Section 11 videos • 56 min
  • videocamHow To Prepare SR&ED Claims and Obtain The CRA's Approvals
    Duration 56:24

Your Instructors

AJAG Professional Development

menu_book55 courses
star9,484 reviews

AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.

Richard Moore

Richard was employed by the CRA from 1996 to 2000 to audit SR&ED claims in software, hardware, IT, and multimedia. He has worked at IBM, Blackberry and NorthernTelecom, and founded 6 startups. Richard has taught at Simon Fraser University and the University of British Columbia, University of Victoria, and research at the University of Waterloo.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
99 reviews
  • MF
    Matt F.
    starstarstarstarstar

    Yes, was trying to learn about the process

  • EF
    Eugene F.
    starstarstarstarstar

    Good data.

  • PT
    Peter T.
    starstarstarstarstar

    Very informative

  • ST
    Svetlana T.
    starstarstarstarstar

    Very good presentation with all necessary information to understand the process and complete the return.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(556 reviews)
    2 CPD hrs
  • Finance: Budgeting & Financial Forecasting

    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

    starRated5.0out of 5,(113 reviews)
    2.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(646 reviews)
    2.5 CPD hrs