For small Canadian companies that develop software, products or processes: you add projects, people's time and invoices through the year, ClaimLog drafts the T661 project descriptions, sums eligible expenditures and builds an evidence index your accountant can file with the return.
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A seven-person software company in Waterloo spent most of last year building a matching engine that did not work on the first three attempts. In past years they either skipped the claim or gave a consultant a quarter of the refund. Now the lead developer links tickets and test results to two projects, the founder uploads payroll and contractor invoices, and ClaimLog drafts the T661 descriptions and the expenditure summary. Their accountant reviews them and files with the corporate return.
Choose your planThe Scientific Research and Experimental Development program returns part of what Canadian companies spend on solving technical problems. Small Canadian-controlled private corporations can receive a refundable credit on eligible salaries, contracts and materials. To claim it, a company files Form T661 with its corporate return, describing each project and the expenditures behind it.
Many small companies either do not claim at all or hand the work to a consultant who keeps a percentage of the refund. Answers to common questions are in the questions and answers, and you can register your company at the bottom of this page.
ClaimLog works from the records you already have. You create a project for each technical problem you worked on, and link the evidence: tickets, commits, design notes, test results, meeting notes. Linking can happen during the year or in one sitting after year-end.
For each project, ClaimLog drafts answers to the three T661 questions: what technological uncertainty you faced, what systematic investigation you carried out, and what technological advancement you achieved or tried to achieve. Each sentence points back to the evidence, so you can check and edit it before your accountant sees it.
Then you add the expenditures. People's time comes from timesheets or from a simple percentage per person and project; salaries come from payroll; contractors and materials come from invoices. ClaimLog sums eligible amounts by project and category and shows what is excluded and why, such as routine work, capital assets or payments to non-arm's-length parties.
The result is a package your accountant can use directly: project descriptions in T661 format, an expenditure summary, and an evidence index with every document behind the claim. ClaimLog does not file anything with the Canada Revenue Agency; filing stays with you and your accountant together with the T2 return.
The filing limit for an SR&ED claim is 18 months after the end of the tax year. ClaimLog reminds you well before it, and keeps last year's projects so that work continuing into a new year carries over without starting again.
Most problems in small claims come from thin descriptions that read like a product roadmap, time estimates without records, and evidence that cannot be found when the CRA asks for a review. Linking evidence to each statement as you write it addresses all three before the claim is filed.
ClaimLog is built for small technology companies with one to a few dozen people working on technical projects: software, hardware, food and process development, engineering services. It works in the browser with no installation.
To begin, add one project and the people who worked on it.
ClaimLog prepares claim materials; responsibility for the claim and its filing stays with the company and its accountant.
Draft T661 project descriptions, an eligible expenditure summary by project and an evidence index for your accountant.
No. Your accountant files the T661 with your corporate return; ClaimLog prepares the materials.
No. The price is per claim and does not depend on the size of the refund.
18 months after the end of the tax year. ClaimLog reminds you in advance.
Not yet. The service is being prepared and we are checking whether small companies need it.