Canada Revenue Agency – Ontario Research and Development Tax Credit (ORDTC) (2022)

Description:

The ORDTC is a non-refundable tax credit based on eligible scientific research and experimental development performed by qualifying corporations in Ontario to reduce their Ontario corporate income tax payable.

Comments on Funding:

Funding is a non-refundable tax credit based on eligible expenditures incurred by a corporation in a tax year. The ORDTC rate is:

  • 4.5% for tax years that end before June 1, 2016;
  • 3.5% for tax years that start after May 31, 2016;
  • prorated for a tax year that ends on or after June 1, 2016, and includes May 31, 2016.

Eligibility:

Applicant must:

  • be corporations;
  • have a permanent establishment in Ontario;
  • carry/have carried SR&ED in this province.

Eligible expenditures are reduced by government and non-government assistance, but not the ORDTC or the federal SR&ED ITC. The ORDTC will reduce the federal pool of deductible SR&ED expenditures and qualified SR&ED expenditures.

Documentation Needed:

Corporations may claim the tax credit on Schedule 508 and file it with their T2 corporation income tax return.

Carry back 3 years to reduce Ontario corporate income tax payable, but not to a tax year that ends before January 1, 2009. Carry forward 20 years.

Other Things to Note:

The ORDTC is administered by the Canada Revenue Agency after December 31, 2008.

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *