October 1, 2009The focus of the Ombudsman's enquiry is "whether the CRA is administering the SR&ED program fairly with respect to:
This is an important opportunity for those who are using the program and are concerned about how their claims are being treated to provide input. The Ombudsman reports to Minister Blackburn. His office was established to provide an independent third party cross-check on the activities of the CRA.
To be influential, factual support may be required by the Ombudsman. Some companies we have spoken to have expressed concern about the CRA's response should they contact the Ombudsmen.
We suggest that if you have concerns, you request that your submission be handled appropriately to avoid spin-off complications for your firms. You may wish to assure yourself that the appropriate measures are in place should specifics be needed.
CATA strongly encourages firms with issues to take this opportunity to establish a dialogue with his office.
CATA SR&ED Advocacy- Current Alerts and Updates
CATA Education & Assistance- SR&ED Assistance
- SR&ED Video series on best practices and claiming strategies
CATA TeleforumBest Practices Conference Call on the SR&ED Tax Incentive Program
Action ItemView Video on the SR&ED Update and Request for Input
Read: SR&ED Program Update and Advisory (September 2009).
Contact and Comment
Sr. Vice President , Taxation and Finance, CATAAlliance
e-mail Russ at