# SR&ED Tax Credit Expert: Screen Projects and Build Your Evidence > The SR&ED Tax Credit Expert is the SR&ED tax credit screening agent in the Ai1 platform by MyZone AI: it scores each of your projects against CRA's core test, gives a clear readiness verdict, shows which records are missing and estimates your filing deadline, while a qualified practitioner prepares any claim. Canonical page: https://myzone.ai/pages/agents/ai-sred-tax-credit-agent Part of Ai1, by MyZone AI. Book a Credit Expert walkthrough: https://calendly.com/d/ct6h-tcy-8qf/ai1-demo?a1=SR%26ED%20Tax%20Credit%20Expert&utm_source=myzone.ai&utm_medium=agent-page&utm_content=ai-sred-tax-credit-agent-final Last updated: 2026-10-14. Reviewed by the MyZone AI team. Know which projects could qualify, and what records you still need. ## At a glance - **You describe:** Your projects, your year-end and any grants you received - **Each project:** Scored on uncertainty, systematic investigation and advancement, the heart of CRA's test - **Your verdict:** Strong candidate, possible with better records, unlikely or not eligible, with reasons and next steps - **Your deadline:** Estimated from your year-end; confirm it with your practitioner - **Missing records:** Listed plainly and never filled in by guesswork - **What it never does:** Prepare, sign or file a claim, write claim wording or promise an amount ## What the SR&ED Tax Credit Expert does - **Explains the program in plain English:** Who qualifies, what work and costs count, the credit rates, deadlines and how CRA reviews claims, with the source and date checked. - **Screens each of your projects:** A short conversation scores each project on technological uncertainty, systematic investigation and technological advancement, the heart of CRA's test. - **Gives a clear readiness verdict:** Strong candidate, possible with better records, unlikely or not eligible, with the reasons and the next steps for each project. - **Tracks your filing deadline:** It estimates your deadline from your fiscal year-end and reminds you to confirm it with your practitioner. - **Shows how credits and grants stack:** It explains how provincial R&D credits and grants such as IRAP sit alongside SR&ED and change what you can claim. - **Keeps up with rule changes:** Every month it checks official government sources, and it tells you whether a budget change is only proposed or already law. ## How the SR&ED Tax Credit Expert differs from finding out at filing time Finding out whether work qualifies at filing time is costly: the records are thin and the deadline is close. The SR&ED Tax Credit Expert screens each project early, gives a clear readiness verdict and lists exactly which records are missing. It works out your deadline from your year-end, flags it early, never prepares or files a claim and never promises an amount. ## How it works 1. **Tell it about your work** (At the start): It asks only the questions it still needs about your projects, your year-end and any grants you received. 2. **Score each project** (Once it knows your projects): Each project is scored against CRA's core test and checked for the issues that rule a project out. 3. **Get a verdict and next steps** (When scoring is done): You get a readiness verdict per project, the estimated deadline and a list of anything still missing, never guessed. 4. **You decide whether to claim** (you approve) (Before any claim is prepared): A person reviews the note with you, and you decide whether to take your claim to a qualified SR&ED practitioner or CPA. ## When to use it - **You build new software and wonder if it counts:** Describe the work and learn which parts may meet CRA's test, which do not and why. - **Your year-end has passed and nothing is filed:** See your estimated deadline straight away, with a nudge to confirm it before it slips past. - **You received an IRAP grant this year:** Learn how that funding changes what you can claim, before anyone starts preparing numbers. - **A consultant has quoted you for a claim:** Get the common fee models and the red flags to watch for, so you can ask better questions. - **You are planning a project that has not started:** Find out what records to keep from day one and what to ask your practitioner about CRA's pre-claim help. ## What you get - Sourced, dated answers to SR&ED questions - A screening note scoring each project against CRA's core test - A readiness verdict and next steps for every project - Your estimated filing deadline, worked out from your year-end - A list of missing records and information, never filled in by guesswork - Plain notes on how provincial credits and grants stack with SR&ED ## Example: SR&ED eligibility screening Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended. What it was asked: Could our robotics projects from last year qualify for SR&ED, roughly what spending would count, and what records do we need to get in order? This is an illustrative example of the eligibility screening SR&ED Tax Credit Expert is being built to produce: project scores on the program's screening questions, a spending range with its assumptions and an evidence checklist. It was written by hand from the agent's design for an invented company with invented projects, costs and figures, and no program rates are shown. No real data, tax records or people were involved, and nothing was filed or sent. Run date: 14 October 2026. ### What it found - Two of five projects, adaptive grip and fleet path planning, screen as strong candidates; low-light vision is possible if its missing trial records are rebuilt. - Likely qualifying spending of $312,000 after a $42,000 grant, within $250,000 to $409,000, is an example estimate for a practitioner to confirm, not a claim amount. - The customer dashboard rebuild is routine software work and should be left out, and time records by project are partial or missing for all three candidate projects. ## Guardrails - Your Ai1 team will tell you when the SR&ED Tax Credit Expert is ready for your account. - General information, not tax or legal advice. A qualified SR&ED practitioner or CPA confirms eligibility and prepares any claim. - It never prepares, signs or files a claim, never writes claim wording and never contacts CRA for you. - It never promises a refund or an amount. Rates and limits come only from checked, sourced facts. - Your project and financial details stay private and are never used in its outside research. ## Frequently asked questions ### How can you tell whether your work might be eligible for SR&ED? Check each project against CRA's core test: technological uncertainty, systematic investigation and technological advancement. SR&ED Tax Credit Expert asks a few questions, scores each project, flags anything that rules it out and gives a readiness verdict. A qualified practitioner or CPA confirms eligibility. ### What documentation does an SR&ED claim need? Records that show what you were trying to achieve, what was uncertain and what you did about it, gathered while the work is fresh. SR&ED Tax Credit Expert tells you exactly which records are missing, never guessing, so your practitioner starts from strong evidence. ### How do Canadian R&D credits and grants work together? Provincial R&D credits and grants can sit alongside the federal credit, and government funding can change what you may claim. SR&ED Tax Credit Expert explains how they stack, in sourced, dated answers, so you understand the picture before anyone prepares numbers. ### What does SR&ED tax credit screening involve? SR&ED Tax Credit Expert asks a few questions about each project, scores it against CRA's core test, flags anything that rules it out and gives you a verdict, your estimated filing deadline and next steps. ### Will it prepare or file our claim? No. It screens and explains. A qualified SR&ED practitioner or CPA confirms eligibility, writes the claim and files it, and you choose who that is. ### Can it tell us how much we will get back? It never promises an amount. Credit rates and limits come only from sourced, dated facts, and your practitioner confirms what a real claim is worth. ### Does it cover provincial credits and grants like IRAP? Yes. It explains how provincial R&D credits and grants such as IRAP stack with SR&ED and how government funding changes what you can claim. ### Is our project information kept private? Yes. Your details stay in a private note and are never used in its outside research, which uses only public program words. ### Is the SR&ED Tax Credit Expert available now? Not yet. Your Ai1 team will tell you when the SR&ED Tax Credit Expert is ready for your account. You can talk to us today about the projects you would want screened. ## More on this topic - [The $200K Question: Do You Really Need a CFO, or Do You Need Better Data?](https://myzone.ai/pages/blog/ai-financial-health-monitor): Most small businesses fly blind financially until it is too late. AI-powered monitoring delivers CFO-grade financial insight at a fraction of the cost. ## About Ai1 Ai1 is the AI operations platform by MyZone AI, where each client runs on its own private server. The SR&ED Tax Credit Expert is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Pricing: https://myzone.ai/pages/services/ai1-pricing. Security: https://myzone.ai/pages/security.