Process
Our engagement process involves a number of steps, the most important being the identification of SR&ED projects occurring within an organization. With our strong technical base, Braithwaite has the ability to predict on a very accurate basis, the likelihood of whether a project qualifies for SR&ED tax credits.
Initial Exploratory Meeting
Braithwaite offers a free consult to all of our potential clients on the R&D Tax Credit. We will determine along with the client the eligibility of filing a claim to CRA.
Offer of Service & Presentation of Offer
Braithwaite tailors our service offers around the needs of our clients. We do not get paid until our clients are paid by CRA.
Discovery/Preliminary Project Identification Stage & Documentation
Braithwaite will lay out the ground work for the R&D claim. Our goal is to file each and every claim in a timely manner.
Technological/Science Data Compilation Phase
Technical drafts are created by our team of in-house scientists, engineers and developers. Each client is assigned a specialist specific to their industry.
Taxation/Financial Data Compilation Phase
Braithwaite’s in-house CRA friendly costing templates make it easy for clients to track expenditures.
Detailed Project Review & Finalization
All technical write-ups and costing reports are sent to the client before submitting for approval.
Completion of SR&ED Submission by Braithwaite (Authorized CRA e-filer) and/or Your Accountant
Once approved by the client, Braithwaite will either e-file the SR&ED claim or send the SR&ED final report to your accountant for submission.
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