SR&ED Documentation Best Practices

To qualify for SR&ED tax credits, businesses must prove that they attempted to advance technology, faced challenges, and either achieved their desired outcome or didn’t.

For this reason, documenting your progress or obstacles is extremely important to support your claim. 

To assist you during this critical process, Boast’s blog post explores SR&ED Documentation Best Practices, including:

  • Leverage the natural hierarchy of your project management systems
  • Assign Jira story points to your sprints
  • Use your code repository for version control
  • Allocate story points
  • Integrate your data with an SR&ED software platform
  • And more


Read on to simplify your SR&ED claim.

 2023 Boast 

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SR&ED Documentation Best Practices