Which forms do I need to apply for SR&ED tax incentives?

To make a claim for SR&ED tax incentives, you have to file an income tax return and Form T661 – Scientific Research and Experimental Development (SR&ED) Expenditures Claim.

If you are a corporation, you also need to complete Schedule T2SCH31 – Investment Tax Credit – Corporations.

If you are an individual, you also need to complete T2038(IND) – Investment Tax Credits (Individuals).

Make sure to use the current version of form T661.