Sivanta Solutions
Project assessment

Which of your projects actually qualify.

Add your projects one at a time. Each one is scored separately against the two requirements the CRA applies, and each gets its own list of what is missing before it can be filed. At the end you get a combined estimate for the year, on the projects that hold up.

Project by project Gap report for each No sign-up Nothing saved or sent

1The company

These apply to every project, so they are asked once.

Is the company a Canadian-controlled private corporation?
A CCPC earns the enhanced 35% rate, refundable in cash. Other corporations earn 15%.
Fiscal year end of the year you would claim
Used to work out your filing deadline, which is eighteen months later and cannot be extended.

2Your projects

One card per project. A project is a body of work aimed at one technological objective, not a customer order and not a product line. If two things were really the same investigation, keep them together.

3Assess them

Nothing is uploaded. The assessment runs in your browser, and closing the page loses it, so print or copy anything you want to keep.

Quick 3-minute version instead

The assessment

Scored on what you entered. A verdict here is a starting position, not a filing decision, and a borderline project is often a strong one that was described too modestly.

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Send this to Sivanta

If you would rather have someone read it, send the assessment over. You will get a reply on which projects are worth pursuing and which are not, at no cost.

This tool applies the CRA's published requirements to the answers given. It is a directional read, not advice on a specific claim, and it does not replace a scoping conversation. Program rules and administrative practice change; the current position is confirmed for every file.

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