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What makes a claim get reviewed.

Fear of a CRA review keeps eligible companies from claiming, and the fear is usually attached to the wrong things. Here is what the published numbers show, what a review now actually involves, and the nine patterns that make a reviewer look harder, none of which are about how novel your technology is.

Published February 2026 · 11 minute read

60 daysto process an accepted claim
180 dayswhen a refundable claim is reviewed
8 weeksfor a pre-claim determination
30 daysto request an administrative review

First, the actual odds

The CRA publishes what happens to claims, and the numbers are calmer than the anxiety around them. In its most recent published fiscal year the CRA processed 23,677 claims out of 24,160 filed. Ninety percent were accepted as filed. Six percent were accepted with modifications. Four percent were denied. Of $4.9 billion in credits claimed, $4.6 billion was allowed.

90%accepted as filed
6%accepted with changes
4%denied
$4.6Bcredits allowed

Two honest caveats. Those percentages are dispositions across all processed claims, not a review rate: the CRA does not publish how many claims are selected for review, and any advisor quoting you an audit percentage is inventing it. And a claim accepted as filed is not the same as a claim that captured everything it was entitled to. Underclaiming never shows up in these statistics.

What a review is, in the CRA's current terms

Most of the vocabulary used in the market for this, desk review, technical review, second review, has quietly disappeared from the CRA's own guide. What the current guide describes is two people. A research and technology advisor determines whether the work meets the eligibility requirements. A financial reviewer examines the expenditures claimed. A full review involves both; where a project has already been approved through the CRA's new pre-claim approval process, the review is limited to expenditures.

The published service standards tell you what to expect on timing: claims accepted as filed are processed within 60 calendar days, 90 percent of the time, and refundable claims selected for review within 180 calendar days, also 90 percent of the time. In the most recent year the CRA met the first standard 95 percent of the time and the second 92.5 percent of the time. There is no current published day-count standard for non-refundable claims under review, and figures circulated for that are not from the CRA.

New since April 2026
Pre-claim approval. A corporation with gross business income under $25 million can now ask the CRA to determine, before filing, whether up to three projects are eligible. A determination is issued within eight weeks and an approval is valid for up to three years. It replaces the pre-claim consultation service, which ended in January 2026. For a first-time claimant in a genuinely uncertain position, this changes the risk calculation on whether to claim at all.

Nine things that invite scrutiny

None of these is a rule the CRA publishes. They are patterns from reviews, from the court record, and from files that arrive on our desk after somebody else prepared them.

  1. Records created after the fact. The 2025 Tax Court decision that dismissed a concrete contractor's appeal turned partly on this: the company could not provide contemporaneous records such as notes, test sheets, or data logs maintained during each test. Reconstructed documentation reads as reconstructed.
  2. Time allocations that are the same round number for everyone. Four people at exactly 60 percent, every year, is a red flag precisely because real projects are not that tidy. Allocations need a basis somebody can explain.
  3. A narrative with no failures in it. If every hypothesis worked, the work was development, not experiment. This is the most common self-inflicted wound in a claim written by a marketing hand.
  4. Expenditures that do not match the story. A narrative describing modest bench work attached to $900,000 of salary invites an obvious question, and so does the reverse.
  5. Contractor invoices claimed whole. Only the SR&ED portion of a contract is eligible, at the prescribed rate, and the reviewer will want to see how the portion was identified.
  6. Support work claimed without the commensurate test. Testing, data collection, and programming are claimable when directly in support of eligible work and proportionate to its needs. Swept in wholesale, they are quality control and routine collection, which the Act excludes.
  7. Equipment or facilities claimed at full cost when shared. Anything used partly for production needs an apportionment that reflects reality.
  8. Uncertainty asserted from the company's own knowledge gap. The test is objective. That a competent practitioner in the field would have known the answer defeats the claim, however new the problem was to your team.
  9. A disorganized submission. Not a legal ground for anything, but a reviewer who cannot follow a claim asks more questions, and more questions is how a review becomes long.

The evidence the form itself asks about

Form T661 contains a checklist of supporting evidence, with the instruction that you do not submit these items with the claim but are required to retain them in the event of a review. Treating that checklist as the year's filing system, rather than as a box-ticking exercise at filing time, is most of what separates an uneventful review from a painful one.

The CRA frames what records must establish in four parts: what work was done, who was involved, when they did it, and how the expenditures were calculated. If a document answers one of those four questions, keep it.

If the answer comes back wrong

There is a defined route, and it has deadlines. Concerns go first to the reviewer, then to the research and technology manager or the financial review manager. Beyond that there is an administrative review, requested on the prescribed form before the thirty-day proposal period expires and before the file closes. An administrative review is not a second technical review; it examines whether due process was followed and whether the review was consistent with the legislation and published policy. After assessment, the formal route is a notice of objection, within ninety days.

The pattern in the case law
Independent technical evidence decides appeals. Reviewing recent Tax Court decisions, the claims that succeed are generally the ones supported by a qualified independent expert; the claims that fail are generally argued by the company alone, sometimes by a representative attempting to act as both advocate and expert, which the court will not accept. Whatever else it means, it tells you that the technical case has to be made by someone competent to make it, and made early.

What we do differently, and why it is boring

Every file is prepared as though it will be the one reviewed. That means the allocation basis is written down while the year is fresh, the narrative describes experiments rather than products, the evidence is indexed as it accumulates rather than hunted for later, and nothing goes into the claim that we would not defend in a meeting. It is unglamorous, and it is the whole difference between a review that takes a phone call and a review that takes a year.

Reviewing a claim someone else prepared?

We read files the way a reviewer will, and tell you where they would not hold. That conversation costs nothing.

Book a meeting Check your eligibility
Technical writing
How the narrative is actually written
Eligibility
What actually qualifies for SR&ED

General information current at the date of writing, not advice on a specific claim. Program rules, forms, and administrative practice change; we confirm the current position for every file.

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