Our six-step approach
SR&ED Tax Credits
SR&ED Tax Credits Services
A complex program, fully managed
The SR&ED program is part of the Income Tax Act, and while all Canadian businesses are eligible to claim SR&ED tax credits for projects that meet the program requirements, it remains a very complex program to navigate. TacticSee customizes its services to your needs, no matter how big or small, through TacticSee’s proprietary six-step approach.
Step 01
Detailed Mapping
TacticSee conducts a detailed training on the SR&ED eligibility criteria, documentation requirements and recent changes to the program. TacticSee then conducts a brainstorming session to identify all SR&ED activities conducted within company development as well as expenditures associated with the SR&ED activities identified. Based on the information gathered, TacticSee develops the claim roadmap.
Step 02
Technical Analysis
TacticSee conducts detailed technical interviews for all activities and projects identified, which TacticSee then uses to develop the claim strategy to ensure TacticSee maximizes the claim and captures every eligible dollar. TacticSee’s team of industry experts prepares technical narratives that meet the program requirements. Frequent meetings are scheduled to support you to document the SR&ED in real time; this is to ensure that TacticSee doesn’t overlook any claimable activities, yet they are well documented to meet the contemporaneous documentation requirements.
Step 03
Financial Analysis
TacticSee’s industry experts build proprietary financial models to capture all costs associated with each and every eligible project or activity conducted within company development. TacticSee prepares tax schedules and communicates with your accountant to submit a complete technical and financial claim in a timely manner.
Step 04
Audit Support
TacticSee provides full audit support in case of a review by the Canada Revenue Agency (CRA). TacticSee’s team fully manages the audit with CRA by your side. TacticSee assists in gathering all projects’ documentation and conducts dress rehearsals before meeting with CRA. TacticSee will follow up with CRA after the audit to provide any additional information requested during or after the review.
Step 05
Communication with the Government
TacticSee is responsible for the communication with all levels of the CRA until you receive the tax credits you are entitled to. TacticSee stays abreast of the latest legislation and policy changes, providing feedback to you to make any necessary adjustments.
Step 06
Account Management
TacticSee’s forward-thinking strategy and account management is TacticSee’s core philosophy and methodology to maximize your government funding. TacticSee will assist you by providing a documentation system to further assist you to capture the SR&ED activities in real time. TacticSee will introduce other government incentives that your business can take advantage of as they become available.
Start your SR&ED claim with TacticSee
We handle the process from mapping to audit support.