RDBASE SR&ED tools — local kit
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Everything here runs on this machine. No account, no connection,
nothing leaves the device.

WHAT IS IN THIS FOLDER

  rdbase-workbench-offline.html
      The technical half of the claim: objectives against benchmarks,
      the technological uncertainty with its key variables, and the
      experiments that address it, by tax year.
      Double-click it. It opens in whatever browser you already have.
      Press "Save to a file" to keep a copy you can send to your
      SR&ED preparer, and "Open a file" to bring it back.

  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.

HOW THEY FIT TOGETHER

  The project numbers are the join. Whatever you number a project in
  the workbench, use the same number on the Projects sheet of the
  cost template. Everything totals from there.

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; one begun in 2027 is 2701.

  The number stays with the project for its whole life, even when the
  work runs for several years, so the number itself tells you when it
  started.

THE ONE RULE THAT MATTERS

  Every cost names a project, and wherever you can, an activity
  within it. A cost that correlates to no uncertainty is routine
  engineering, not SR&ED.

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.

  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
