Federal Forms
In responding to the dynamic nature of tax legislation, the Canada Revenue Agency (CRA) and Provincial Tax Authorities continuously release new and updated documents related to the scientific research and experimental development (SR&ED) tax incentive program. The form links provided below are up-to-date as of the date of publication to this page, however one should confer with a tax professional or further CRA resources regarding the most current revisions and the actual completion and filing of these forms.
- T661 E (20) – SR&ED Expenditure Claim Form
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t661/t661-20e.pdf - T2 SCH 1 E (19) – Net Income (Loss) for Income Tax Purposes
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch1/t2sch1-19e.pdf - T1145 E (20) – Agreement to Allocate Assistance for SR&ED between Persons Not Dealing at Arm’s Length
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t1145/t1145-20e.pdf - T1146 E (20) – Agreement to Transfer Qualified Expenditures incurred in respect of SR&ED Contracts Between Persons Not Dealing at Arm’s Length
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t1146/t1146-20e.pdf - T1174 E (16) – Agreement Between Associated Corporations to Allocate Salary or Wages of Specified Employees for SR&ED
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t1174/t1174-16e.pdf - T1263 E (15) – Third Party Payments for SR&ED
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t1263/t1263-15e.pdf - T2 SCH 31 E (19) – Investment Tax Credit Corporations
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch31/t2sch31-19e.pdf - T2038(IND) E (20) – Investment Tax Credit (Individuals)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2038-ind/t2038-ind-20e.pdf
Provincial Forms
- Alberta SR&ED Tax Credit – AT1 SCHEDULE 9
https://www.alberta.ca/assets/documents/tra-form-corporate-tax-sred-at190.pdf - Alberta SR&ED Tax Credit – AT1 SCHEDULE 9 SUPPLEMENTAL
https://www.alberta.ca/assets/documents/tra-form-corporate-tax-sred-at192.pdf - Alberta SR&ED Tax Credit – AT1 SCHEDULE 9 LISTING
https://www.alberta.ca/assets/documents/tra-form-corporate-tax-innovation-employment-grant-at4970.pdf - Alberta SR&ED Tax Credit – AT1 SCHEDULE 16
https://www.alberta.ca/assets/documents/tra-form-corporate-tax-return-at238.pdf - British Columbia SR&ED Tax Credit – Federal Schedule T666 E (18)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t666/t666-18e.pdf - Manitoba Research and Development Tax Credit – Federal Schedule T2 SCH 380 E (20)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch380/t2sch380-20e.pdf - New Brunswick Research and Development Tax Credit – Federal Schedule T2 SCH 360 E (11)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch360/t2sch360-11e.pdf - Newfoundland and Labrador Research and Development Tax Credit – Federal Schedule T2 SCH 301E (10)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch301/t2sch301-10e.pdf - Nova Scotia Research and Development Tax Credit – Federal Schedule T2 SCH 340 E (04)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch340/t2sch340-04e.pdf - Quebec SR&ED deduction – RD-222-v (2016-09)
https://www.revenuquebec.ca/documents/en/formulaires/rd/rd-222-v%282016-09%29.pdf - Yukon Research and Development Tax Credit – Federal Schedule T2 SCH 442 E (20)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch442/t2sch442-20e.pdf - Ontario Research and Development Tax Credit – Federal Schedule T2 SCH 508 E (17)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch508/t2sch508-17e.pdf - Ontario Innovation Tax Credit – Federal Schedule T2 SCH 566 E (17)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch566/t2sch566-17e.pdf - Ontario Business-Research Institute Tax Credit – Federal Schedule T2 SCH 568 (10)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch568/t2sch568-10e.pdf - Ontario Business-Research Institute Tax Credit Contact Information –Federal Schedule T2 SCH 569 (10)
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t2sch569/t2sch569-10e.pdf