Opens in a new tab
There's still time to organize your FY 2026 claimStart Planning Now
cedar.tax
SR&ED for engineering

SR&ED for engineering investigations.

When established calculations cannot predict how a design will behave, models and prototypes become tools for investigation. Cedar works with your engineers to explain that work, prepare the financial claim and coordinate filing with your accountant.

Discuss a project

Explain the gap between prediction and performance.

The useful detail often sits between a model and a physical test: the assumption that failed, the unexplained response or the design limit the team could not establish. We follow those gaps through the analysis and design revisions.

A claim project may connect work from several engineering disciplines. We bring the relevant calculations, drawings, software and tests into a technical report, then reconcile the associated effort and project costs.

Illustrative examples

Development problems worth a closer look

These hypothetical examples show how a technical problem can lead to experimental work. We assess your project using its actual starting knowledge, investigation and records.

A joint under combined loading

Development challenge

An assembly’s joint must withstand repeated loading and temperature changes together. The available models and design methods do not establish how it will behave across the required operating range.

Experimental work

Physical tests compare joint designs under defined loading and temperature conditions. Differences between model predictions and measured behaviour guide changes to the assumptions, geometry and subsequent tests.

Heat transfer in a constrained enclosure

Development challenge

A compact assembly has interacting heat sources and variable contact conditions. Available models leave the effect of changing contact conditions on local temperatures unresolved within the required space and operating limits.

Experimental work

Prototype arrangements vary heat paths, interfaces and component positions. Temperature measurements are compared with model predictions to test the assumed relationships and develop the design approach.

Claim strategy

Define the work and the costs.

We distinguish experimental development from design work resolved through established engineering practice. Engineering, analysis and testing that directly support the investigation are considered with it; routine drafting, compliance checks and commissioning are scoped separately.

Cedar reconciles the project costs with your financial records and documents the allocations used in the claim.

How CRA groups SR&ED projects
Supporting records

Start with the records from the work.

Keep the link between a drawing revision, the analysis behind it and the test that followed. That sequence helps explain both the technical reasoning and the work performed.

CRA’s documentation guidance
Starting calculations
Design references, model assumptions and calculations that establish the methods available at the outset.
Model and drawing revisions
Identified versions with development notes explaining the changes made.
Test comparisons
Test setups, measured results and analysis of the differences from predicted behaviour.
Work and cost records
Engineering activity, prototype materials, external services and the related financial records.
Working with Cedar

A senior preparer leads your whole claim.

We handle the claim strategy, technical reports, financial reconciliation, tax schedules and filing coordination. Our fees are tied to the outcome of your claim, and full CRA audit and provincial review support is included.

  1. 1

    Set the claim strategy

    We speak with the people who did the work, review the development records and identify the projects and costs to assess.

  2. 2

    Write and reconcile

    We write the technical reports, reconcile expenditures to your accounts and prepare the federal and applicable provincial tax schedules. Your team provides the records and reviews the completed claim for approval.

  3. 3

    Coordinate filing and handle reviews

    We coordinate the claim filing with your accountant, who files the corporate T2 return. If the claim is reviewed, we prepare technical and financial responses, attend meetings and coordinate with your team and accountant.

Preparation guides

All articles
Discuss a project

Tell us what you’re developing.

Start with a design problem that required an investigation through models or physical tests. We can work through it with your engineers and take responsibility for preparing the SR&ED claim.

Contact Us