Concepts and Strategy for an SR&ED Practitioner: A Guide to Canada's Research & Development Program
This comprehensive tutorial serves as a primer to the Canada Revenue Agency's (CRA) Scientific Research and Experimental Development (SR&ED) program and its filing requirements. Written by Ron Dorombozi, this 218-page book helps individuals and businesses better understand how to navigate the SR&ED program effectively.
Contents Overview
Eligibility and Documentation (Chapters 1-3)
These chapters introduce readers to the fundamentals of the SR&ED program and outline what the Canada Revenue Agency looks for in successful applications. They provide essential guidance on eligibility criteria and documentation requirements.
Technical Writing for SR&ED (Chapter 4)
This chapter focuses on specialized technical writing strategies that enable applicants to meet program requirements while working within word count limitations. It provides guidance on how to effectively communicate technical developments and research activities.
Finances and Costing (Chapter 5)
Covers financial costing strategies that satisfy SR&ED program requirements without creating unnecessary administrative burden. The chapter examines both traditional and proxy overhead approaches.
SR&ED Package Assembly (Chapter 6)
Details how to efficiently compile and present information to accountants for filing and CRA processing. It provides strategies for organizing and delivering pertinent information in a logical, effective manner.
Review Process (Chapter 7)
Addresses the critical aspect of formal CRA reviews, comparing different types of SR&ED reviews and providing strategies for streamlined data presentation during the review process.
Q&A (Chapter 8) and Appendices
The final section includes answers to real-world questions encountered by the author and appendices containing documentation templates and CRA-mandated forms. The manual includes 40 detailed Q&As and 10 usable templates.
https://www.amazon.ca/Concepts-Strategy-Practitioner-Experimental-Development/dp/151208171X/
About the Author
Ron Dorombozi brings extensive experience in research and development, dating back to 2004 when he worked in a dedicated research facility while completing his engineering degree. After developing his engineering and machining expertise, he transitioned to full-time SR&ED claim preparation following work in intellectual property.
In 2010, Dorombozi founded RD3 Inc., a company specifically focused on SR&ED education, claims compilation, and claim defence during CRA reviews. Through his company, he has completed hundreds of SR&ED claims across diverse industries, from agricultural greenhouses to aerospace, and biochemical to fabrics. Together with his team and strategic partners, Dorombozi works to support businesses, accounting firms, and CRA staff across Canada.