Where to find it

1. Sign in and open the Dashboard.
2. Use the top navigation bar and click Pro › Company.
3. The Company Information form will load in the main panel.

Form Walk-through

• Business Name – enter your legal name exactly as it appears on your T2 return.
• Business Number – 15-digit CRA number (e.g. 123456789 RC0001).
• Project Category – pick the option that best matches your R&D (Software, Biotech, etc.).
• Fiscal Year-End – month/day format (MM/DD).
• Tax Year – choose the calendar year you are claiming from the drop-down.
• Contact Person – someone the CRA can phone during a review.
• Proxy vs Traditional – select **Proxy** if you plan to claim the 55 % overhead rate.
• Province – determines which provincial SR&ED credits Shredy calculates.
• Is CCPC? – tick this if you are a Canadian-controlled private corporation.

When everything looks good, hit Save & Continue in the bottom-right corner. Shredy will store the data and update the progress bar at the top of the dashboard.

Tips & Considerations

• Business Number mismatch will cause your EFILE submission to fail—copy it straight from CRA My Business Account.
• If you operate in multiple provinces, choose the one where the majority of R&D is performed.
• Switching from Traditional to Proxy (or vice-versa) later will reset your Financials section because the cost calculations change.

Next Step → Project Information

When the progress bar shows Company ✔, click Projects in the sidebar or follow our Project Information guide.