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Fusion SR&ED

SR&ED claims built from your books as the year happens.

Organizes SR&ED claims by company and fiscal year with projects and reporting deadlines. Captures and seals research evidence, preserving revisions for review.

  • Odoo 19
  • Version 19.0.24.0.0
  • Newly listed

What it does

Evidence and time

  • Organizes SR&ED claims by company and fiscal year with projects and reporting deadlines.
  • Captures and seals research evidence, preserving revisions for review.
  • Allocates employee time to projects and rolls up timesheet suggestions.

Costs and credits

  • Imports payroll data or fills salary profiles from validated payslips with preview and conflict checks.
  • Computes credit estimates from recorded claim inputs and year-specific rate tables.
  • Builds technical narrative drafts from qualifying project evidence.

Filing package

  • Exports accountant CSV files and an evidence binder.
  • Builds submission packages with reports, workbooks and supporting invoices.
  • Tracks approval, filing, assessment and refund steps for a claim.
  • Sends claims to the Nexa review workflow and receives reviewer suggestions.

What's new

Recent changes to Fusion SR&ED, newest first.

    • Printed SRED2 answers now say when nothing is recorded, and SRED5 amounts use the money formatter.

See Fusion SR&ED on your own Odoo.

Book a call and tell us how your team works today. We'll show you the module and what it would take to set it up. Prefer the phone? Call 905-792-0000.