SR&ED
The habit that survives a review is small and boring. Reconstructing it eleven months later is neither.
Most claims that fail a review do not fail on eligibility. They fail on evidence. The work was real, the uncertainty was real, and nobody wrote anything down while it was happening.
Notice that all three are things your team already produces in some form. The problem is that they are scattered across commits, tickets, and chat threads with no connective tissue.
One document per eligible project. Once a week, whoever is closest to the work adds a dated entry with four lines: what we tried, why, what happened, what we are trying next. Three sentences is enough. Two months of these entries is stronger evidence than a polished narrative written in April.
Time tracking that people will actually do
You do not need per-task timesheets. A monthly allocation per person, recorded at the time and tied to named projects, is defensible. A percentage invented at filing is not.
General information for Canadian founders, current to 2026. It is not tax advice and does not account for your specific facts. Rates, thresholds and rules change, confirm the current figures before acting.
A short call is usually enough to tell you whether there is anything here worth acting on.