4 easy ways to improve your documentation for SR&ED tax credits

June 25, 2021

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It is much more time consuming to piece project documentation together after the fact and some teams may even miss their deadlines altogether because they just didn’t have the time to go digging for information. Here are a few ways to help you stay on top of your contemporaneous documentation:

Software prototypes Save prototypes (possibly in the version control system) and include notes on the analysis of the prototype. Test documents Save test cases, results and analysis. Include dates and who performed the testing.

Developer notebooks Keep all handwritten developer notebooks. Have them include dates on the notes. Meeting minutes Include date, attendees, duration of meeting, point form descriptions of technical issues discussed.

Whiteboard photos Take pictures of software designs created on whiteboards and save with project documentation. Emails Track email exchanges with labels when relevant challenges were discussed.

Notion Basecamp FreedCamp 10,000 ft These are not only used to track your tasks but can also track time and capture challenges. While many teams rely on tools such as JIRA, Asana, Monday or Trello (as well as Excel), here are a few more tools that your team can leverage:

Use a project management system

If your team is having a hard time documenting on a daily or weekly basis, schedule it in. Pick one day a week and make a conscious effort to track your time and project developments. You can also use this time to update project challenges and notes in your project management system.

Schedule reminders for yourself and teams to track time and update notes Organizing documentation is the last thing you want to think of when you start a project, especially if/when you aren’t sure it’s SR&ED eligible. However, it can save a lot of time in the long-run.

Get organized If you meet with your team at least once a week, add a discussion item around challenges and delegate one person to take detailed and dated notes. Scrum, get agile.