Disclaimer

This is not tax, legal, or accounting advice

SR&ED Copilot is a documentation preparation tool. It helps you organize evidence, draft T661 narrative text, and track expenditures. It does not provide tax advice, legal advice, or accounting services of any kind.

Nothing produced by this tool should be treated as a professional assessment, eligibility determination, or filing recommendation. All outputs are drafts that require review by a qualified professional before use.

We do not determine SR&ED eligibility

SR&ED Copilot includes a CRA criteria self-assessment tool. This is an internal preparation checklist to help you reflect on CRA's five SR&ED criteria before meeting with your advisor. It is not an eligibility determination.

Only a qualified SR&ED consultant, accountant, or tax professional can assess whether your work qualifies for SR&ED tax credits. CRA makes the final determination.

AI-generated content requires human review

When SR&ED Copilot generates T661 narrative drafts, it uses AI language models to produce text based on the evidence you provide. This text:

• May contain errors, omissions, or inaccuracies
• May include assertions not fully supported by your evidence
• May use language that does not accurately reflect your work
• May have incomplete or incorrect citation mappings
• Is a starting point for human editing, not a finished product

You and your accountant are responsible for reviewing, editing, and approving all narrative content before it is included in any CRA submission.

We do not guarantee CRA acceptance

Using SR&ED Copilot does not guarantee that CRA will accept your claim, approve your expenditures, or agree with your narrative framing. Claim outcomes depend on many factors outside the scope of this tool, including the quality of your underlying R&D work, the strength of your evidence, and CRA's review process.

ITC estimates are approximations

Investment Tax Credit calculations shown in SR&ED Copilot are rough estimates based on general federal and provincial rates. They do not account for your specific tax situation, CCPC status, prior-year credits, or other factors that affect your actual credit. Your accountant calculates the real numbers.

Reconstructed evidence is inherently weaker

Evidence entered after the work was completed is reconstructed, not contemporaneous. CRA places greater weight on evidence created during the work period. SR&ED Copilot labels evidence by capture timing so you and your accountant can see the difference, but using this tool does not make reconstructed evidence equivalent to real-time documentation.

Your accountant or SR&ED advisor makes the decisions

SR&ED Copilot prepares materials. Your accountant or SR&ED consultant:

• Determines whether your work qualifies
• Reviews and approves all narrative text
• Calculates eligible expenditures and ITCs
• Files the claim with CRA
• Responds to CRA reviews and audits

Private Beta

SR&ED Copilot is currently in private beta. Based in Halifax, Nova Scotia, Canada. Features, pricing, and availability may change. The tool is provided as-is during this period. See our Terms of Service for full details.