As a consulting company active throughout Canada for over 25 years in R&D tax credits, known as the SR&ED tax credit program, Emergex helps you optimize your claims. From planning and preparation to audit defense and coaching, our team of experts delivers some of the most trusted SR&ED services in the industry. Several Canadian government initiatives support research and development, and among them, the SR&ED tax credit program is the most significant. This incentive covers a wide range of eligible work in science and technology — meaning you could already be doing SR&ED without even knowing it.
The SR&ED tax credit program is a government tax incentive administered by the Canada Revenue Agency (CRA). It encourages Canadian businesses of all sizes and industries to conduct research and development within Canada. With over $3 billion in tax benefits awarded each year, it is the largest tax initiative of its kind. The program helps reduce your income tax—or even pay you directly if credits surpass your taxes—by recognizing qualified expenditures related to experimental development, applied research, or basic research. Whether you are a startup, scale-up, SME, or large corporation, if you incur costs for innovation, you may qualify.
Through the SR&ED program, your company may receive one or both of the following:
To achieve a successful claim, it is essential to maintain detailed records of your work and understand the eligibility requirements under the Income Tax Act.
We support you in every phase of your SR&ED claim—from identifying eligible activities to preparing documents for a CRA review. Our consultants ensure full compliance and are particularly experienced with IT and software development projects. Our goal is to help you maximize returns while minimizing audit risks.
Since 1994, we have helped hundreds of clients claim SR&ED credits with a 98% success rate. Our experts:
Our team ensures your qualified expenditures meet the CRA’s strict standards.
We don’t just fill out forms. Emergex also provides:
Beyond SR&ED, we help you leverage other federal and provincial tax credits such as CDAE, digital media, and multimedia programs. We also assist with grants like IRAP, the Industrial Research Assistance Program. Our goal is to create an optimized mix of incentives that offsets costs and supports growth.
Need liquidity before receiving your credits? Emergex helps you:
Email: info@emergex.com
Historical success rate
Years of experience
Maximum refund with SR&ED and IRAP combined
Maximum tax refund on eligible expenses
Companies claim SR&ED every year in Canada
These benefits encourage Canadian businesses to conduct research that drives innovation, productivity, and growth. Startups, scale-ups, and SMEs can especially benefit from this government tax incentive program.
The rates vary depending on the type of business and your eligibility under the Income Tax Act.
The SR&ED tax credit program is one of the most generous incentives for research and development in Canada, allowing companies to reinvest in innovation and reduce financial risk.
To maximize your SR&ED tax incentives, it is essential to identify all qualified expenditures incurred during the fiscal year, including wages, subcontractor fees, materials consumed, R&D equipment, and overhead. Keeping detailed records of your work, such as technical reports and timelines, ensures compliance with CRA eligibility requirements. Working with experienced SR&ED consultants helps ensure your file is complete, your claimant profile is strong, and your submission aligns with CRA review expectations. The more thorough your documentation, the stronger your claim.
There is no official minimum, but the SR&ED tax credit program requires significant documentation and preparation. It is generally not worthwhile unless your potential credit exceeds several tens of thousands of dollars. In Quebec, for instance, the first $50,000 of SR&ED expenditures are excluded from the tax credit calculation, which can affect smaller businesses. Claimants should evaluate whether they meet such thresholds to avoid wasting time and resources, making it wise to estimate your potential refund before beginning the process.
Working with a consultant is highly recommended, especially if you want to maximize your SR&ED tax credit while minimizing the risk of rejection. The Canada Revenue Agency (CRA) frequently updates its guidance on technological uncertainty, systematic investigation, experimental development, and technological advancement. A skilled consultant ensures your documentation accurately reflects qualified SR&ED work, supports your tax credit claim, and prepares you for potential CRA reviews or audits. Firms like Emergex combine technical, financial, fiscal, and legal expertise to guide you through the entire claim cycle—from identifying eligible SR&ED activities to submitting a compliant and optimized claim—making their multidisciplinary team your best ally for success.
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We are proud to be a trusted partner for companies across Canada looking to leverage SR&ED, other tax credits and grants. Benefit from our quarter of a century of experience by asking our opinion about your past, present and future claims!