SR&ED Tax Credits for
Doctors & Medical Research
Treating patients using established protocols isn't SR&ED—but conducting clinical trials and developing novel therapeutics to overcome biological uncertainties is. We translate your clinical data into audit-proof claims, so you can focus on advancing medicine, not navigating tax codes.
Your R&D in [
Healthcare
]
Our expertise. Zero anxiety.
Your R&D in
[
Healthcare
]
Our expertise. Zero anxiety.
What may qualify in doctors & medical research
We turn complex Doctors & Medical Research work into a defensible SR&ED claim with clear evidence and clean scope.
(examples)
(Evidence to capture)
01
Conducting Phase I/II/III clinical trials for new treatments
Ethics board (REB/IRB) approvals, trial protocols, adverse event tracking.
02
Developing novel therapeutic protocols for treatment-resistant conditions
Anonymized patient cohort data, clinical observation logs, statistical variance reports.
03
Researching new diagnostic or screening methodologies
Biomarker assay results, false-positive/negative rates, comparative efficacy data.
04
Surgical innovation and testing novel operative techniques
Operative reports, post-op recovery metrics, complication rate tracking.
05
Translational research bridging bench science to bedside application
Lab notes, cellular assay data, clinical correlation studies.
Do you qualify?
A quick self-check
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You’re more likely to qualify if your work has all three:
01
Technological Uncertainty
You couldn't predict if a new clinical protocol, therapeutic intervention, or diagnostic tool would be effective or safe based on existing medical literature
02
Systematic Investigation
You formulated hypotheses, ran structured trials (e.g., control vs. experimental groups), and rigorously logged clinical outcomes.
03
Scientific Advancement
You generated new medical knowledge regarding disease progression, treatment efficacy, or diagnostic accuracy, even if the trial failed.
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 clinical practice do not qualify—unless you can show specific scientific uncertainty and documented research.
[ 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. R&D
The CRA strictly excludes standard patient treatment. We help isolate the specific clinical hours, lab work, and overhead dedicated purely to experimental methodologies and trials.
The "Complex Patient" Trap
Treating a rare or difficult case using known, albeit rare, methods isn't SR&ED. The claim must focus on the systematic testing of unproven scientific methods.
Patient Privacy (PIPEDA/PHIPA)
The CRA doesn't want Personal Health Information (PHI). We help you extract the underlying scientific and statistical data without exposing patient identities or violating health privacy laws.
Corporate Structure Issues
Are you researching through a hospital, a university, or your own Medical Professional Corporation (MPC)? We clarify your corporate structure to ensure the right entity claims the tax credits without double-dipping.
Want to sanity-check your setup?
Request consultation
Request consultation
Your R&D in
[
Healthcare
]
Our expertise. Zero anxiety.
How Checkpoint helps doctors & medical research teams with SR&ED
We turn real doctors & medical research 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
This is some text inside of a div block.
(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.
Healthcare & MedTech Overview
See how we help teams across the entire healthcare sector secure SR&ED funding. From complex clinical trials to medical hardware, discover our end-to-end methodology.
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 ]
[ Doctors & Medical Research ]
“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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