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..

SRED Consultant Information

Company helping to file claim

Consultant helping to file claim

Consultant's Email

Place for Iframe

Please upload the following documents. While you cannot upload more than one document per item, you can click 'Add another response' to provide up to 3 other documents for the related request.

Three most recent month’s bank statements of all accounts referenced on the Balance Sheet provided

Cap Table

Cashflow Forecast for next 6 months

Current Balance Sheet and Income Statement (YTD as of end of last month)

Previous Year’s Financials (P&L and Balance Sheet)

CRA Grant Access

We have set up a Group ID under ESFC Funding Co., LLC. If you haven’t already done so, please grant Group ID G3CN6L view only (Level 1) access with no expiration date in your CRA My Business account so we can continue to monitor your account.

Please provide an Authorized Representative pdf that clearly indicates level of access.

CRA Grant Access - Level 3

We also require that you provide our VP of Operations, Rita McCarter Alcala, Rep ID WV2X923 with Delegate authority, update, and view (Level 3) access to your CRA MY Business account (all accounts) in order to ensure compliance with the Tax Credit Facility Agreement.

Note: if you have added Rita with Level 1 access previously, you will need to cancel this access and re-add her as Level 3.

Please provide an Authorized Representative pdf that clearly indicates level of access.

If filed, please upload a copy of your T2/T661 if not, please provide in an excel format your SR&ED estimate sheet for the period in section four. Your estimate should include a refundable amount calculation for Provincial and Federal final figures.

Note: if the expenditure has not been paid in full, please do not include it in your calculations.

In addition, your SR&ED spreadsheet should include these supporting details:

• Employee’s full names & job titles

• Number of years’ experience

• Degrees (ex. MSc in Software Engineering)

• Wages & percentage of time spent on SR&ED by project

• Identify if any employees own 10% or more of the company

• Contractor expenditures (include full business name)

• Materials (if any) and a short description of their use

• Government assistance received (grant/subsidy deductions)

Upload here

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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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