Four Productivity Hacks for Claiming SR&ED

Four Productivity Hacks for Claiming SR&ED

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There is never enough time in the day, especially when it comes to R&D.
Save some time and make your SR&ED claim process as smooth as possible by implementing these four simple productivity hacks:

1. Automate time tracking as much as possible

We recommend tracking 100% of your time but it doesn’t have to be a monotonous process. Set up your time tracking categories upfront (here are some great examples) and then let software tools automate the rest.

Here are some automated time tracking tools to try out (if you aren’t already) this year:

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  • Boast.AI – Boast integrates with your project tracking and code repository systems such as JIRA, GitHub, etc. to automatically generate time tracking by each employee. However, it can also be used for manual time tracking, which is still a better experience than tracking time on spreadsheets.
  • TimeCamp – when switched to automatic mode, all of your time is tracked to tasks using certain keywords. It uploads your tasks and integrates nicely with systems such as Trello, Basecamp, and Asana.
  • Chrometa – automatic tracking that records time spent within all applications, documents, emails, and web pages. It also records time while you’re away and prompts you to make notes.
  • Desktime –  automatically tracks your desktop time as productive, unproductive, or neutral and enables you to see both individual and organization level analytics.


If you’re still tracking time on spreadsheets and aren’t quite ready to automate that process, here are a few other time tracking solutions:

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  • Replicon – offers a number of cloud-based time tracking applications that are customizable to your organization’s needs. It’s also integrated with large payroll services such as Ceridian, ADP, and SAP.
  • Toggl – looking for a minimal solution? Toggl is a free time tracking tool that helps you keep track of tasks and only requires one click to start tracking. It also integrates with popular project management platforms such as Basecamp, Asana, and Trello.
  • Chime – free time tracking tool that easily lets you send updates to team members and measure ongoing progress. It integrates nicely with BamBam!, a task management tool.


2.  Stop discussing project details over email

It’s easy to get bogged down by email. It’s also very time-consuming to stay on top of organizing your email into folders and categories. Save yourself the headache of having to dig through your inbox for SR&ED-related communications and start recording notes in one central location.

Use tools like JIRA, Trello, or Asana to improve your project management, tracking, and communication efforts (and keep those notes out of your inbox).

Bonus: click here to download this 20-page SR&ED Guide to learn everything you need to know to prepare a successful claim.

3. Schedule 15-minute check-in meetings in the afternoon (Tuesday afternoon to be exact)

Research shows the most optimal time for meetings is 3 pm on Tuesdays. It is still early in the week and leaves enough time to accomplish deadlines and finish other tasks before the end of the week.

Want to streamline your project meetings even more? We recommend a weekly standing-only meeting to discuss project challenges. Keep these meetings to 15 minutes to maintain everyone’s focus and make the best use of your team’s time. Have someone record all of the notes discussed and this will keep you on top of all of your documentation needed to fully support your SR&ED claim.

You can also implement the small-group principle and only include those who have something to add. Oh, and be sure to leave smartphones at your desk.

4. Plan your SR&ED claim backward and start now

You plan your project backward, so why not apply the same approach to your SR&ED claim?

Set aside less than an hour to meet with your SR&ED advisor and plan out your claim from start to finish. Being proactive and submitting your claim within the first six months of your fiscal year-end will guarantee your claim is processed by the CRA and returned within 120 days.

Be sure to review your current time tracking and documentation methods with your SR&ED advisor. They can recommend tweaks to your existing methods to ensure that your team’s documentation will meet the CRA’s strict documentation standards. The goal of reviewing this information is not to introduce brand new systems, but to expand on your team’s existing efforts so that they can continue to focus on doing what they do best and you can rest assured your documentation will support your claim in case of a CRA review.

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