Entries by Katie Paterson

HOW TO GET GREATER INSIGHT ON YOUR REVENUE PERFORMANCE

October 2, 2014 In the never-ending quest to obtain greater insight into business performance, companies routinely spend considerable time and resources in identifying the key performance indicators (“KPIs”) for organizational health and performance. Best in class companies religiously track their KPIs, often creating dashboards and leveraging real-time reporting tools, in order to provide management with […]

SR&ED AUDIT NIGHTMARE – A TRUE STORY

September 26, 2014 A company with a ten-year track record of successful SR&ED tax credit claims and government audits suddenly finds its status as a Canadian Controlled Private Corporation (“CCPC”) revoked by the CRA, rendering the company ineligible to receive  SR&ED tax credit refunds. The company was shocked: its corporate structure had not changed since […]

SUCCEEDING UNDER THE NEW SR&ED REGIME

July 23, 2014 Do changes to the SR&ED program make it more difficult to obtain funding for industrial research and development? We take a look at the revised criteria and its potential impact on your tax credits. In many of my conversations involving SR&ED tax credits, I get questions regarding the eligibility rules that have […]