Free template
Incentive eligibility checklist
Six checks per programme before an amount goes into a business case. The official page is the source; the adviser signs the row.
- Price
- Free
- Format
- On this page, 2 sheets, always the current version
- Built by
- WeOpen.ca, from the sheets the pipeline runs on
- Next step
- Request an eligibility assessment
Who gets the most from it
- Investors building a Canadian business case
- Finance teams
- Advisers
- Founders reading programme pages for the first time
3 sheets, one template
- Programmes: one row per programme with the six checks, the official link, the rate from the current guide, adviser sign-off
- Base: the expenditure pools, so the same dollar is not counted twice
- Sources: the official pages named on the incentives page
Open the incentive eligibility checklist
Tell us who you are and the full template opens on this page, straight away and every time you come back. Free. We also send the new tools as they come out.
- Programmes: one row per programme with the six checks, the official link, the rate from the current guide, adviser sign-off
- Base: the expenditure pools, so the same dollar is not counted twice
- Sources: the official pages named on the incentives page
The template, on the page
View it here, fill it in your own sheet. The template stays on this page so it is always the current version.
Leave your email to open the full template
Free. The view opens straight away and stays open on this device.
Open the templateIncentive eligibility checklist
Six checks per programme before any amount enters a business case. The official page is the source; a qualified adviser signs the row.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Programme | Level | Official page | 1 Eligibility (claimant, property, activity, location) | 2 Timing (dates, phase-out, window) | 3 Stacking (one credit per dollar, base reduction) | 4 Conditions (labour, content, location) | 5 Refundable? | 6 Current guide saved (date) | Rate from current guide | Adviser sign-off |
|---|---|---|---|---|---|---|---|---|---|---|
| CanExport SMEs | Federal | https://www.tradecommissioner.gc.ca/en/our-solutions/funding-financing-international-business/canexport-smes.html | ||||||||
| SR&ED tax incentive | Federal | https://www.canada.ca/en/revenue-agency/services/scientific-research-experimental-development-tax-incentive-program.html | ||||||||
| Clean Technology ITC | Federal | https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/corporations/business-tax-credits/clean-economy-itc/clean-technology-itc.html | ||||||||
| Clean Technology Manufacturing ITC | Federal | https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/corporations/business-tax-credits/clean-economy-itc/clean-technology-manufacturing-itc.html | ||||||||
| Provincial or municipal pathway | Regional | https://www.investontario.ca/ |
Expenditure pools
The same dollar is counted once. Enter each pool and which programme it is claimed under.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Pool | Amount (CAD) | Claimed under | Reduced by other assistance? | Net eligible |
|---|---|---|---|---|
| Eligible clean-tech capital | ||||
| Separate R&D expenses | ||||
| Export market development costs | ||||
| Site and infrastructure |
Incentive eligibility checklist: your questions
Is the checklist really free?
Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.
What do I need to open it?
Nothing to install. The template opens on this page as sheets you can read, and you copy the structure into your own spreadsheet. It is always the current version.
Will you email me afterwards?
You get the file, then a short series of practical emails on the Canada to Gulf corridor. Unsubscribe in one click.
Can you do it with me?
Request an eligibility assessment on the incentives page; qualified advisers in the group confirm what applies.
Join the pipeline
Three questions, then your details. Your mandate is recorded for qualification against the WeOpen trade and investment initiative, and we reply within one working day. Submit only information you are authorised to share.
WeOpen.ca is an independent initiative, not a government agency. Nothing in chat is advice; qualified advisers confirm eligibility.
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