Capture SR&ED evidence as work happens

How it works

  1. Enter quick updates as work happens

  2. The system automatically organizes and time-stamps everything

  3. Your records become claim-ready documentation

What the L&S app asks your team

  • What did you work on today?

  • What was the Objective?

  • What changed or improved?

  • Who worked on it and for how long?

  • Would you like to take a photo?

That’s it. No spreadsheets. No chasing notes months later. We handle the documentation structure automatically.

What is SR&ED typically worth?

For BC-based Canadian-Controlled Private Corporations, SR&ED can return approximately 45% of eligible costs.

Example:
$50,000 in eligible wages → ~$32,000 refundable tax credits (proxy method) (materials used would increase claim)

Built for real-world development work

Designed for companies performing ongoing development, process improvement, troubleshooting, and prototyping—where consistent documentation is critical to maximizing SR&ED claims.

You gain:

  • Audit-ready documentation with full traceability

  • Clear technical summaries aligned with CRA expectations

  • Evidence tied directly to timelines and activities

  • Faster claim preparation with less manual effort

Our approach combines hands-on SR&ED expertise with a structured capture system—so your claims are accurate, complete, and repeatable year after year.

End-to-End SR&ED Support

We handle every stage of the SR&ED process so your team can stay focused on running the business.

Our services include:

  • Initial eligibility and project assessment

  • Documentation system setup and ongoing guidance

  • Preparation of technical narratives and financial documentation

  • CRA form completion and full claim submission

  • Complete support and representation during CRA reviews or audits

Ledger & Strategy is modernizing how SR&ED evidence is captured, documented, and defended.