Select first-time SR&ED claimants will receive a free in-person First-Time Claimant Advisory Service (FTCAS) that provides an opportunity to meet with local CRA SR&ED staff at the claimant’s place of business. During these visits, CRA staff will provide claimants with advice on how to:
- Identify potential eligible work in the context of their business;
- Identify allowable expenditures;
- Gather documentation and other evidence to support a claim; and
- Complete and file SR&ED claims.
SR&ED claimants selected to receive the FTCAS will be notified by letter from their local CRA office. A CRA official will then arrange a convenient time for the visit, which will take no more than half a day.
