What is Shredy?

Shredy is a web application that helps you file SR&ED. It helps you draft your T661 form and T2SCH31 schedules, turning weeks of work into minutes.

How does Shredy accomplish this?

1. It's accessible and simple to use. We allow users to import wherever they want and allow them to edit whatever they want.
2. Shredy is not a project management tool. It relies on the tools provided by the user. No forcing technical teams to use another tracking software.
3. We use the Shredy Writer to generate technical narratives. We use Shredy Categorizer to help you categorize transactions, if you need it.

When Should You File?

Best time to start: 2-3 months before your fiscal year-end or tax filing deadline.

You can use Shredy if:

• Your company did SR&ED-eligible work
• You have expenses related to that work
• You have proof of conducting that work

What You'll Need

For Company Information (5 minutes)

• Business name and incorporation details
• Fiscal year-end date
• Business number (if you have one)

For Project Documentation (15-30 minutes per project)

• Project names and objectives
• Technical challenges you faced
• What approaches you tried
• Your results (success or failure doesn't matter)

For Financials (10-20 minutes)

• Employee wages/hours spent on R&D
• Contractor payments for R&D work
• Materials and equipment costs
• Overhead expenses (rent, utilities, etc.)
• Previous and current year's T2 information

Getting Started: 4 Simple Steps

Step 1: Start with Company Information

Go to Dashboard → Company Information

Enter your basic business details. This unlocks the rest of the platform.

✅ Confirm & Submit when complete to proceed to Step 2.

Step 2: Document Your Projects

Go to Dashboard → Projects

For each R&D project:

• Enter project details OR upload a PDF document
• Let Shredy's AI generate your technical narrative
• Review and edit the output

✅ Confirm & Submit when complete to proceed to Step 3.

Step 3: Add Your Financials

Go to Dashboard → Financials

Track your R&D expenses:

• Direct wages and contractor costs
• Materials and equipment
• Overhead allocations

✅ Confirm & Submit when complete to proceed to Step 4.

Step 4: Generate Your Forms

Go to Dashboard → Generate

Download your complete filing package:

• T661 form (all sections completed)
• T2SCH31 schedules
• Supporting documentation

Note: This step only becomes available once Steps 1-3 are confirmed.

Quick Start

Need Help?

• SR&ED Assistant: Ask questions anytime in the dashboard
• Documentation: Detailed guides for each step
• Support: shredy.tax@gmail.com

New to SR&ED? Read our SR&ED Overview first, then come back here to start filing.