10 Tips to Improve Your Documentation System Kingsway Consulting SR&ED Filing

10 Tips to Improve Your Documentation System

Here are 10 successful tips to improve your SR&ED documentation system:

Tip #1: Always start recording early even if you are not sure if your work is eligible for SR&ED.

Tip #2: It is important to document the technical challenges that you face in the development process.

Tip #3: Maintain dated digital photos/videos for each project.

Tip #4: Do not miss recording your time at the end of the day. If need be, schedule reminders.

Tip #5: If you are a software company, it is advisable to record notes in the source code.

Tip #6: Designate a person to oversee the documentation part.

Tip #7: Make sure the documentation is as detailed as possible.

Tip #8: Maintain versions of technical documents to track steps involved in the development of the system.

Tip #9: Record minutes of all the meetings with details like dates, attendees, meeting duration, etc.

Tip #10: Save the information related to the testing process, like the dates, results and analysis.

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