SR&ED Financing Support

Continue Innovating Without Worrying About Your Cash Flow

Unlock your SR&ED funding without the wait for a CRA cheque. With our SR&ED finance support, you can expedite access to the funds that fuel your innovation and growth.

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Focus on Growing Your Business With SR&ED Finance Support

Timely access to funds is vital for advancing your SR&ED project. 

Rather than waiting months for the Canada Revenue Agency (CRA) to dispatch your well-deserved SR&ED tax incentive or seeking investment partners who demand a percentage of ownership, turn to Coincide for expedited financing support.

We collaborate with your financial institution to get you a bridge loan, helping you access funds before receiving your SR&ED refund from the government. We’ll craft a detailed portfolio for your lender, providing them with a practical and convincing overview that highlights the eligibility and viability of your SR&ED project, helping you receive financing approval.

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Over 100 SR&ED Files Submitted & Approved By CRA

Once we confidently submit your SR&ED claim, we can help you get a bridge loan so you can access funds as soon as possible.

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Testimonials

Trusted By Hundreds of Businesses to Unlock Funding for Innovative Projects

A very professional and experienced team who have helped us navigate through the entire SR&ED process. They led all the upstream work required for our submission (technical report write up, financial form completion, periodic follow ups during the year) and also assisted with CRA’s follow up meetings and audits. With the help of Coincide, our SR&ED claims have, so far, been accepted as filed.

Coincide has been our trusted SRED partner for years. The team has always been there to support us with our submissions. For a group of researchers, having someone like Coincide to rely on is key – they worry about the SRED claim which allows us to focus on drug development.

I hired Coincide as our consultants 4 years ago and they don’t cease to impress me with their dedication and commitment to our company. They have made the R&D tax credit process extremely straightforward and efficient. They have been instrumental in our growth.

Hiring Coincide was one of the best decisions for our company. They take care of us, and we are very pleased with their service. Our claims are always well prepared, accurate, and on-time. They take the time to review the strategy with every claim. Coincide have also been very helpful in dealing with our auditors and tax authorities – allowing us to focus on our business.

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WHY CHOOSE US

We “Coincide” Our Business Values With Yours.

Coincide is a specialized consulting firm committed to helping small and medium-sized businesses maximize the tax benefits of scientific research and experimental development projects. We also help Canadian businesses get financing approval so they don’t have to wait for tax refunds.

15+ Years of Helping Companies Submit SR&ED Claims

At Coincide, we have over 15 years of experience in SR&ED consulting services. We have helped various industries, such as pharmaceutical and information technology, claim and receive SR&ED tax credits as well as get financing approval.

Help You Maximize Your Financing

When we help submit your SR&ED claim, we meticulously review all eligible expenditures to ensure you have a strong chance of approval. That way, after submitting your claim, we can communicate the eligibility of your claim to your lender so they can provide you with the necessary financing. We understand you need cash to keep your operations up and running, so we work hard to help you secure funds when needed.

We Have a Network of Reliable Contacts

Should there be any hesitations or uncertainties regarding the approval of your claim, we can leverage our reliable network of contacts to seek answers and address any concerns. We lean on these contacts to increase the likelihood of a successful claim approval, or in the instance of ensuring you can pay back a bridged loan.

OUR PROCESS

Steps to Getting Business SR&ED Financing With Coincide

01. Book a Consultation

Book a consultation with our specialists to discuss the details of your SR&ED project. In this meeting, we’ll assess the components of your project to determine its eligibility for SR&ED. We’ll proceed with the claim process if your project meets the criteria.

02. Create a Master Service Agreement

You create a Master Service Agreement to solidify our partnership and establish the foundation for our collaboration. This document outlines the extent of our tax claim services, ensuring we mutually understand our role in maximizing your SR&ED tax incentives.

03. Prepare The SR&ED Claim

We conduct a thorough examination of your HR records, project timelines, payroll details, purchase invoices, and all other elements related to your SR&ED project. We construct a comprehensive claim using this information to facilitate a seamless submission process.

04. Submit Forms

We will collect and provide your accountant with the necessary documentation for tax filing, including the federally and provincially mandated T661 form. Your accountant will use these forms during the annual tax filing process.

05. Get Financing Support

After submitting your SR&ED claim, we can provide your financial institution with the necessary documentation to help you get a bridge loan that allows you to access funds before receiving your SR&ED investment tax credit from the government.

06. Receive Your SR&ED Tax Credit

Upon approval of your claim by the Canada Revenue Agency (CRA), you can expect to receive your rightful SR&ED tax credit cheque within 60 business days. You can pay off your bridge loan once you receive your non-refundable tax credits.

CASE STUDIES

How We’ve Helped Companies Push Boundaries & Innovate

CASE STUDY

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DO YOU QUALIFY? Get SR&ED Financing Support With the Help of Coincide

Book an appointment today and get started on your scientific research and experimental development expenditures financing process.

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FREQUENTLY ASKED QUESTIONS

Can any business access SR&ED funds and financial assistance?

No, only Canadian-controlled private corporations, individuals, trusts, and partnerships seeking scientific or technological advancement through experimentation or analysis can access the non-refundable tax credit and get approved for SR&ED financing. Additionally, U.S. companies can access SR&ED funds if they are willing to set up a company in Canada.

How much can you get back from the SR&ED program?

Canadian taxpayers can recover up to 35% of their expenditures through the SR&ED tax incentive program.

What kind of documentation do you provide my lender with?

We’ll provide your lender with all the necessary information they need to ensure your SR&ED claim approval. Some documentation they may request includes: 

  • Projections of expenditures
  • Human resources information (amount of employees, salaries)
  • Signed documentation with proof of your projected project
  • Historical financial statements
What is the maximum loan amount I can get based on my SR&ED?

The amount you can borrow is entirely up to your financial institution. However, we will try to help you get the most out of your SR&ED financing as possible to ensure you can continue to conduct research and keep your operations running as normal.