Complete and submit the following web form to request a pre-claim approval case number from the Canada Revenue Agency (CRA).

Complete the web form

Privacy notice

Under the Privacy Act, individuals have a right of protection, access to and correction of their personal information and to file a complaint with the Privacy Commissioner of Canada regarding our handling of their personal information. Personal information is collected pursuant to subsections 37(1), 37(11), and 162(5.1) of the Income Tax Act and is used for the administration of the Scientific Research and Experimental Development (SR&ED) program requirements. Information may also be used to inform the provision of services by the SR&ED Program. For more detail, refer to Personal Information Bank CRA PPU 441 in the Canada Revenue Agency (CRA) Information about Programs and Information Holdings - Personal Information Banks - Canada.ca.

After completing the web form

The CRA will review the web form and contact you to either:

• Give you a case number and further instructions to apply for pre-claim approval

• Explain why you do not meet the criteria to apply for pre-claim approval

If you are an existing SR&ED claimant in good standing with the CRA, you will be contacted within 2 business days through My Business Account.

All other businesses will be contacted within 5 business days by phone.

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