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How AI is Revolutionizing R&D Tax Credit Claims

Discover how artificial intelligence and automation are transforming the way companies identify, document, and claim SR&ED tax credits.

David Kim
January 8, 2024
6 min read

The SR&ED tax credit process has traditionally been a time-consuming, manual affair. Companies would spend countless hours tracking R&D activities, gathering documentation, and working with consultants to prepare claims. But artificial intelligence is changing everything.

The Traditional Approach

Historically, claiming SR&ED tax credits involved:

  • Manual time tracking: Employees filling out timesheets to track R&D hours
  • After-the-fact documentation: Scrambling to remember technical details months later
  • Consultant dependency: Relying heavily on external experts to identify eligible activities
  • Lengthy preparation: Weeks or months to compile a single claim

This approach not only consumed valuable time but often resulted in missed opportunities. Activities that qualified for SR&ED went unclaimed simply because they weren't documented properly.

Enter AI-Powered Automation

Modern AI platforms are transforming every step of the SR&ED process:

1. Automatic Activity Identification

AI can analyze your project management tools, code repositories, and documentation to automatically identify R&D activities that may qualify for SR&ED. Instead of relying on employees to self-report, the system proactively surfaces eligible work.

2. Real-Time Documentation

By integrating with your existing tools, AI platforms capture technical details as work happens. This means no more scrambling to reconstruct what was done months ago — the documentation is created automatically.

3. Intelligent Narrative Generation

Perhaps most impressively, AI can now generate the technical narratives required by the CRA. These narratives explain the technological uncertainties, systematic investigations, and advancements — in language that meets CRA requirements.

4. Continuous Optimization

Machine learning algorithms continuously learn from successful claims, helping to optimize future submissions and maximize refund amounts.

The Benefits of AI-Powered SR&ED

Companies using AI-driven SR&ED platforms typically see:

  • 40% more eligible activities identified compared to manual tracking
  • 80% reduction in preparation time for claim documentation
  • Higher claim values due to comprehensive activity capture
  • Fewer audit issues thanks to better documentation

Real-World Impact

Consider a software startup with 20 developers. Under the traditional model, they might claim SR&ED on obvious R&D projects while missing dozens of smaller qualifying activities.

With AI-powered automation, every code commit, technical discussion, and problem-solving session is analyzed. The result? A more comprehensive claim that captures the full scope of their innovation.

What to Look For in an AI SR&ED Platform

If you're considering an AI-powered approach, look for:

  • Native integrations with your existing tools (GitHub, Jira, Slack, etc.)
  • Real-time tracking, not just year-end analysis
  • Human expert review to ensure AI-generated content meets CRA standards
  • Transparent pricing with no hidden fees

The Future is Automated

As AI technology continues to advance, the gap between companies using traditional methods and those leveraging automation will only widen. Forward-thinking companies are already adopting AI-powered SR&ED solutions to maximize their R&D tax credits while minimizing the administrative burden.

The question isn't whether AI will transform SR&ED claims — it already has. The question is whether your company will take advantage of it.


Curious how AI can help your company claim more SR&ED credits? See Glauq in action with a free demo.

Ready to Maximize Your SR&ED Credits?

Book a free consultation and see how Glauq can help automate your R&D tax credit claims.

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