CRA have announced cancellation of both their Pre-Claim Project Review and Account Executive services, effective immediately. Process Review is also a thing of the past, although since it never officially existed there is no official announcement of its demise.
A new service is being launched - Pre-Claim Consultation, or PCC, described as “a free, on-demand service that tells businesses whether their work is eligible for SR&ED tax credits”. PCC is to be requested after the project has started but presumably while it is still in progress. There is an online consultation request form (just contact information). The RTA who provides the consultation will follow up with a written report on the project’s eligibility, but not on the extent of eligible work or allowable expenditures. It will include “advice and recommendations”, including instructions re the supporting documentation which is to be kept.