RDBASE SR&ED tools — desktop kit
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WHAT IS IN THIS FOLDER

  sred-project-planner.zip
      A Claude skill for research still to do. Leave it zipped:
      Claude takes the .zip file as it is.

  sred-project-intake.zip
      A Claude skill for research already done. Leave it zipped too.

  RDBASE-cost-template.xlsx
      The money half: hours and wages by person, subcontractors,
      materials and capital, each attached to the project that
      justifies it. Opens in Excel, or upload it to Google Drive
      and open it with Google Sheets. Start on the "Read me" sheet.

SETTING UP, ONCE

  1. Sign in at claude.ai. A free account is enough to start.
  2. Open Settings, then Capabilities, and turn on code execution
     and file creation.
  3. Open Customize, then Skills, then +, Create skill, Upload a
     skill. Upload the planner .zip, then the intake .zip, one at
     a time.
  4. Create a Project named after the company and its fiscal year
     end. Keep one claim file per company in it, and never mix two
     companies in one conversation.
  5. Describe what you are doing in your own words. Use the planner
     for research still to do and intake for work already finished.

  The full guide with examples is at rdbase.ca.

NUMBERING YOUR PROJECTS

  Start each project number with the two digits of the year the work
  began, then a sequence. The first two projects started in 2026 are
  2601 and 2602. Use the same numbers on the Projects sheet of the
  cost template: the project number is the join between the two.

WHAT THESE DO NOT DO

  They record and check. They do not decide eligibility, give tax
  advice, calculate investment tax credits, or file anything. That
  judgment, and the sign-off, belong to a qualified practitioner.

  Use dummy data unless your engagement terms already cover putting
  client technical material into your Claude account.

  Free to use for your own claims and your clients' claims.
  Please do not repackage or redistribute them.

rdbase.ca  ·  MEUK Corporation  ·  Version 1.0
