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The document outlines the Alberta Scientific Research & Experimental Development (SR & ED) Tax Credit process for corporations claiming eligible expenditures incurred in Alberta. It details the necessary forms, calculations for eligible expenditures, and guidelines for submitting claims within 18 months of the taxation year end. The document also includes provisions for associated corporations and specifies the maximum expenditure limit and tax credit calculations.
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How to use or fill out the Alberta SR & ED Tax Credit Form Online

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your corporation's name and the taxation year ending date in the designated fields. Ensure all monetary values are reported in dollars without cents.
  3. In the 'Eligible Expenditures for Alberta Purposes' section, input the federal amount of total qualified SR & ED expenditures and any applicable deductions or additions as instructed.
  4. Select the primary field of science or technology your corporation is involved in by choosing from the provided options (1-4).
  5. If your corporation is associated with others for SR & ED purposes, answer 'Yes' or 'No' and complete page 3 if applicable. Calculate and enter any necessary amounts based on your responses.
  6. Finally, review all entries for accuracy before submitting your completed form through our platform.

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