SR&ED Tax Credits for
Healthcare & MedTech
Developing medical technology means navigating strict regulations and biological unpredictability. We translate your complex clinical trials and device engineering into audit-proof claims, so your team can focus on patient outcomes, not tax codes.
Your R&D in [
Healthcare
]
Our expertise. Zero anxiety.
Your R&D in
[
Healthcare
]
Our expertise. Zero anxiety.
What may qualify in healthcare & medtech
(examples)
01
Medical device and hardware prototyping
CAD drawings, biocompatibility testing, hardware iteration histories.
02
HealthTech algorithms and EHR interoperability
HealthTech algorithms and EHR interoperability.
03
Biotech and pharmaceutical formulation
Lab notebooks, assay results, chemical composition iterations.
04
Clinical trial methodologies and diagnostics
Ethics board approvals, anonymized cohort data, statistical analysis.
05
Surgical robotics and automated lab equipment
Calibration logs, mechanical failure reports, system integration tests.
Do you qualify?
A quick self-check
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You’re more likely to qualify if your work has all three:
01
Scientific or Technological Uncertainty
You couldn't predict if a new medical device, software algorithm, or clinical process would work due to biological, technical, or strict regulatory constraints.
02
Systematic Investigation
You ran structured clinical trials, tested hardware prototypes, or iterated software architecture, logging measurable data at each step.
03
Scientific or Technological Advancement
You achieved a measurable improvement in diagnostic accuracy, device performance, patient data security, or general medical knowledge.
We help you capture:
You don’t need perfect paperwork. You need a consistent evidence trail.
What problem you were solving
[ uncertainty ]
What problem you were solving
[ uncertainty ]
What problem you were solving
[ uncertainty ]
Our technical specialists speak your language.
Whether you are architecting a cloud database, scaling a bioreactor, or overcoming mechanical failure, we understand your underlying constraints without needing a beginner's explanation.
[ uncertainty ]
What problem you were solving
[ uncertainty ]
What problem you were solving
[ uncertainty ]
Routine patient care and standard software development usually don't qualify—unless you can show specific uncertainty and documented testing.
[ Not sure if your work fits? ]
Request consultation
Request consultation
Common pitfalls we help you avoid
Small fixes early can prevent big issues later.
Routine care vs. SR&ED
Standard patient treatment is not SR&ED. We help isolate the specific clinical hours, lab work, and materials dedicated purely to experimental methodologies and trials.
Compliance vs. Engineering
Health Canada or FDA compliance testing itself isn't SR&ED. However, the engineering work required to overcome a failure during that testing often is. We separate the two.
Data privacy roadblocks
The CRA doesn't want Personal Health Information (PHI). We help you capture the necessary technical and scientific evidence without exposing sensitive patient data or violating PIPEDA/HIPAA.
Off-the-shelf integration
Simply installing standard hospital software doesn't qualify. We focus on the custom algorithmic work needed to make disparate, legacy medical systems communicate securely.
Want to sanity-check your setup?
Request consultation
Request consultation
Your R&D in
[
Healthcare
]
Our expertise. Zero anxiety.
How Checkpoint helps healthcare & medtech teams with SR&ED
We turn real healthcare & medtech innovation into a clear SR&ED claim with evidence CRA can understand—without unnecessary complexity.
[ step 01 ]
Entry consultation
A brief, technical conversation to understand your operations to determine your SR&ED potential. No preparation needed.
[ step 02 ]
Eligibility review
We analyze your technical landscape to separate routine engineering from eligible work, identifying your hidden ROI.
[ step 03 ]
Technical discovery
We identify potential SR&ED projects from your work, and translate them into CRA-compliant language. Your team stays focused on innovation, not paperwork.
[ step 04 ]
Claim Preparation & Submission
We identify eligible project costs, draft the SR&ED forms, and develop a technical narrative for the CRA. We then coordinate with your tax advisor to manage the final submission.
[ step 05 ]
Proactive Compliance
Say goodbye to the year-end scramble. We establish a recurring rhythm of monthly or quarterly check-ins to capture eligible activities and costs as they happen.
[ step 06 ]
CRA Audit and Review Defense
We don’t just submit and disappear. We provide expert technical defense and manage all CRA communications to protect your claim.
[ step 07 ]
Funding Secured
Once your claim is approved, we provide a detailed reconciliation of the funding secured. We operate on a success-fee basis—we win only when you win.
What evidence
matters most
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(and how we keep it simple)
01
Technical
Uncertainty
The solution isn’t obvious in your context—there’s a real technical problem to solve.
02
Systematic Investigation
You test options through trials and iterations, form hypotheses, and measurement conclusions.
03
Technological Advancement
You can show measurable improvement beyond routine operations.
We help you capture:
You don’t need perfect paperwork. You need a consistent evidence trail.
What problem you were solving
[ uncertainty ]
What you changed vs. what stayed constant
[ variables ]
What you measured
[ results, comparisons ]
What changed based on results
[ decisions ]
Who worked on it and when
[ timeline ]
Link between trial work and eligible costs
[ high-level ]
Explore healthcare sub-sectors
[ Sub-industry ]
Dental & Orthodontics
Differentiating routine patient care from eligible experimental work. Strong claims often involve testing new biomaterials, novel implant methodologies, or complex digital dentistry workflows.
Doctors and Medical Research
We help separate standard clinical practice from systematic investigation. Defensible claims require clear research questions, controlled variables, and measurable clinical outcomes.
Your R&D in
[
Healthcare
]
Our expertise. Zero anxiety.
Why teams choose Checkpoint
Proven experience, defensible process, and clear accountability.
20
+
[ Years of experience ]
8500
+
[ Projects ]
$500M
+
[ Recovered ]
96.5
%
[ Success rate ]
[ Testimonials ]
[ Healthcare & MedTech ]
“Checkpoint Research brought a level of technical literacy that made our technical reviews incredibly efficient.
By implementing a regular, structured process for interviewing our key engineers, they were able to identify and document our most complex R&D in real-time. This proactive approach radically reduced our overall preparation time and allowed our technical team to stay focused on product innovation rather than documentation."
Frequently Asked Questions
Structuring claims in [Pharmaceuticals]
We speak your technical language
We speak your technical language
What is the CRA’s "Why and How" framework?
The "Why and How" framework is the CRA’s current assessment standard, replacing the legacy "Five Questions." It strictly evaluates the technical impetus for your project (the 'Why') and the systematic rigor of your execution (the 'How').
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What constitutes "contemporaneous documentation"?
Contemporaneous documentation refers to raw evidence generated during the execution of the work. Retroactive documentation drafted months after project completion is heavily scrutinized and frequently rejected by the CRA.
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Which specific artifacts should our engineering team preserve?
Preserve time-stamped artifacts tied directly to technical roadblocks. Commit logs, Jira/Linear tickets, Slack threads detailing failed tests, architecture whiteboard photos, and granular timesheets are the gold standard of evidence.
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What are the escalation protocols if a claim is denied?
The CRA provides a strict, three-tier escalation framework: an initial dispute resolution dialogue with the reviewer, an escalation to the Review Manager, and ultimately a formal Notice of Objection — filed within 90 days of assessment and, if required, carried to the Tax Court of Canada.
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When is litigation in the Tax Court of Canada (TCC) necessary?
The TCC is the final arbiter, utilized only when internal CRA administrative appeals are exhausted. It provides an independent judicial review of your technical and financial eligibility, completely separate from the CRA's internal ecosystem.
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Let’s Assess Your R&D Potential
Start with a pressure-free consultation.
We’ll clarify what likely qualifies, flag key risk areas, and recommend the safest next step based on your activities and timeline.
See what typically qualifies
See what typically qualifies
Direct line:
+1 (365) 525-2505
+1 (365) 525-2505
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