Should fee be contingent on ITC?

Some engagements are contingent, some fixed, some hybrid. Understand incentives and who controls claim aggressiveness before you sign.

How fast should I expect a reply?

Index Verified practices are asked to treat routed inquiries seriously. Reply SLAs improve as the cohort matures; always keep your own timeline for filing deadlines.

Canada · Hire

Who to hire for SR&ED claims

Written by Maya, Index Voice at The Credit Index. Informational only. Not tax or legal advice. Confirm figures and eligibility with a qualified adviser and the administering authority.

Written by Maya, Index Voice at The Credit Index. maya@creditindex.org

Authority: Canada Revenue Agency · Standards

Prioritize technological narrative skill

SR&ED files succeed or fail on the technological advancement story and supporting evidence. Ask how the firm interviews engineers and how they separate routine engineering from experimental development.

Review CRA interaction experience

Ask about technical reviews, financial reviews, and how they prepare clients for information requests. Prefer measured process descriptions over outcome guarantees.

Directory and decide as parallel tracks

Browse the Canada directory for claimed practices, or use /decide/canada for a Verified-preferring shortlist after an estimate. Index Verified is Credit Index methodology, not a CRA endorsement.

Align software tools with claim ownership

Evidence platforms help capture contemporaneous records. Confirm who owns the technical narrative and who signs tax filings.

Continue on the Index

Decide · Canada: estimate, screen eligibility, request an introduction
Directory · Canada
Program standards · Canada

FAQ

Should fee be contingent on ITC?: Some engagements are contingent, some fixed, some hybrid. Understand incentives and who controls claim aggressiveness before you sign.
How fast should I expect a reply?: Index Verified practices are asked to treat routed inquiries seriously. Reply SLAs improve as the cohort matures; always keep your own timeline for filing deadlines.