Where to find it

1. In the dashboard sidebar, click Deductibles tab on the side navigation bar.
2. If your progress bar shows Financials ✔, the main banner on the home tab will also link you here.

Optimizer Walk-through

1. Previous year information
2. Did you receive other funding this year?
3. Relevant expense information (Unpaid, University payments, others)
4. Any R&D expense on related parties to the company?
5. Optimize the allocation of your tax credits.
6. Review and confirm.

Generate the PDF Package

1. When all four workflow steps show ✔ Complete, press the Generate green button at the bottom of the Home page. (You can also get there from a link in the 'Review Tab')
2. Wait 10-20 seconds; a preview will load with your filled-out forms.
3. Click Download or right-click the frame › Save as… to keep a copy. Review and make changes to Shredy where you see fit.
4. Provide this PDF bundle to your accountant for EFILE submission—or file it yourself via CRA My Business Account.

After Submission

• Store the PDF and supporting docs for six years in case of audit.
• Use the Review tab in Shredy to monitor refund status once your Notice of Assessment arrives.

Congratulations—your SR&ED claim is now complete! 🎉