SR&ED for process development on the factory floor.
Moving a process from pilot trials into production can expose problems that standard settings do not resolve. Cedar works with your process team to define the experimental work, explain the trial results and reconcile the costs of the claim.
Process development may involve operators, equipment suppliers and engineers working on the same line. We connect their work through the purpose of each trial, the settings changed and the measurements used to decide the next step.
For experiments run in a commercial facility, we establish which equipment, periods and resources were involved. That detail supports both the technical report and the allocation of costs between experimental work and production.
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 process that changes at larger scale
Development challenge
A pilot process produces the required material, but available process knowledge cannot predict how heat transfer, flow and feedstock variation will interact in the larger equipment.
Experimental work
Planned runs vary selected operating conditions and compare temperature profiles, material properties and process stability. The resulting analysis tests explanations for the change in behaviour and guides further process revisions.
An unstable automated line
Development challenge
Sensors, control logic and mechanical equipment interact in a way that causes unstable operation. Available control models cannot predict stable operation across the required operating range.
Experimental work
Instrumented trials compare control strategies and equipment changes against a recorded baseline. Timing data and disturbance tests help distinguish competing explanations for the instability.
Claim strategy
Define the work and the costs.
Experimental development can take place during a production run. We examine the purpose and circumstances of each run, identify the work needed for the investigation and allocate the associated costs; ordinary production and routine quality control remain outside the claim.
Cedar reconciles the project costs with your financial records and documents the allocations used in the claim.
Keep trial records tied to the line, run and time period. We use those identifiers to connect the technical history with labour, material use and production records.
The purpose of each run, changed parameters, operating conditions and relevant start and end times.
Measurements and conclusions
Process data, sample results and the team’s interpretation of the behaviour observed.
Equipment and process changes
Drawings, control versions and maintenance or modification records linked to the trials.
Labour and material use
Personnel activity, material quantities, scrap records and accounting entries associated with the experimental work.
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
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
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
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.
Connect the technical report, cost calculations, and corporate tax return so your SR&ED claim reaches filing with the right people involved.
3 min read
Discuss a project
Tell us what you’re developing.
Start with a process problem and the trials used to investigate it. A process lead, a few run logs and the relevant cost records give us a practical starting point.