SR&ED Information

Provide some details below about the SR&ED tax credits you wish to finance.

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1. How many times have you received an SR&ED refund?

2. Have any of your past claims been selected for a CRA Review or Audit?

YesNo

2a. Please provide brief detail of the review or audit.

3. For each fiscal period that you would like to finance, please fill out the following:

Fiscal Year

Status

Refund Amount For Full Year

4. How do you prepare your SR&ED claim?

4a. What SR&ED consultant/accountant is helping you with your SR&ED claim?

5. Do you have any financial obligations due to the government? (e.g. payroll remittances, taxes, etc)

YesNo

5a. Please explain why and how much.

Hidden Fields

Lead Id

Opportunity Id

Application Id

Customer Account Id

Status

App ID of Lead

SumField

CountField

Status is Fiscal

Status is Claim

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