Draw Request

Fill out the form below to request another drawdown.

Draw Request Information

My draw request is for my Fiscal Year End date

Period Start Date

Period End Date

The total refundable amount for the period above is:

Confirm Address Information

Billing Street

Billing City

Billing Province

Billing Postal Code

Business Information

Number of employees

What’s new with your business? Please provide a short paragraph explaining any changes recently made or coming up in your business. This includes officer changes, business entity changes, changes to major financial performance, significant capital raises, etc..

Do you owe any remittances to the CRA? (e.g. payroll, taxes, etc)

Please explain why and how much.

Closing cash balance on most recent month end balance sheet (BS)

Net income or (net loss) for the most recent fiscal year YTD Profit & Loss (P&L)

Number of months in the most recent fiscal year

Expected SR&ED claim and/or current YTD accrual

SRED Consultant Information

Have the SR&ED calculations been reviewed by a SR&ED consultant?

Will a claim preparer be engaged in any aspect of the preparation of this SR&ED claim prior to filing with CRA?

Company helping to prepare T661 claim

Name of Consultant helping to prepare T661 claim

Consultant’s email address

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Opp Id

App Id

Acct Id

Upload URL

Bank

Cap

Cash

Balance

PY Financial

CRA Access

CRA Level 3

T2/T661

Contact Information

Draw Request

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