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Part 1 · SR&ED basics

1What is SR&ED?2What counts (and what doesn't)3What you can claim 4Deadlines and evidence

Part 2 · What's new

52026 SR&ED updates

Part 3 · Using the app

6Sign in and your team 7Set up your account 8Add your team 9The projects board 10Connect GitHub and add repos 11Run an assessment 12Reports and adjusting 13The T661 technical narrative 14The claim package for your accountant 15Tips and FAQ

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The Sredify guide

What SR&ED is, what changed for 2026, and how to use every part of the app. 15 short chapters.

Part 1 · SR&ED basics

1 · 3 min readWhat is SR&ED?Canada's biggest tax incentive for research. If your team solves hard technical problems, part of what you spend can come back to you.2 · 4 min readWhat counts (and what doesn't)The CRA looks for three things in the work. If all three are there, it can count, even when the experiment failed.3 · 3 min readWhat you can claimSalaries are usually the biggest part. Contractors, materials, overhead and, since the 2026 changes, equipment can count too.4 · 3 min readDeadlines and evidenceYou usually have 18 months after your tax year ends to claim. Good records made at the time are what make a claim hold up.

Part 2 · What's new

5 · 4 min read2026 SR&ED updatesThe federal government made the biggest changes to SR&ED in years. Here is what changed, who it helps, and what it means inside the app.

Part 3 · Using the app

6 · 3 min readSign in and your teamSign in with Google, name your company, and invite the people who work on the claim.7 · 2 min readSet up your accountEnter your company once. Every project, assessment and report reads from it.8 · 2 min readAdd your teamAdd everyone who works on SR&ED once. Projects pick from this list, and their time and pay feed the claim.9 · 3 min readThe projects boardEach project is a card on one shared board, with its repos around it. The project panel holds everything else.10 · 2 min readConnect GitHub and add reposShare your repos with the app so it can read commit history. Your code is only read, never changed.11 · 3 min readRun an assessmentFuture checks planned work before you build it. Past reads the commits in a date range and drafts the claim.12 · 3 min readReports and adjustingSave a report to keep it on the repo. Open it later to adjust hours with a reason, or print it as a PDF.13 · 3 min readThe T661 technical narrativeForm T661 asks you to describe each project in your own words. The app drafts it from your eligible work.14 · 4 min readThe claim package for your accountantTurns your people, hours and costs into the spending tables and a credit estimate, then one PDF your accountant can file from.15 · 3 min readTips and FAQSmall habits that make a claim stronger, and answers to common questions.

Developers

For programmersAPI docs ↗Connect your own tools or build an app: API keys, OAuth apps, every endpoint and a browser extension sample.

This guide helps you prepare. It is not tax advice. Have your SR&ED preparer review your claim before you file.