AT1 Schedule 9, Listing of SR&ED Projects Claimed in Alberta

You must detail the qualified expenditures incurred in Alberta before January 1, 2020, for each third party identified on Form T1263, Third-Party Payments for SR&ED (Jump Code: 661 (T1263)). For all of the third parties identified, the total of the amounts claimed should correspond to the portion of the federal amount on line 559 for expenditures incurred in Alberta before claiming any Alberta tax credit amount for scientific research & experimental development (SR&ED).

In Form T1263, a box allows you to post the name of the third party (line 701) to Form AT1 Schedule 9 LISTING, which you must complete.

Moreover, when expenditures were incurred in more than one jurisdiction, those expenditures must be allocated based on each of the affected jurisdictions for each third party identified on Form T1263.

You must detail the qualified expenditures incurred in Alberta before January 1, 2020, for each project for which Form T661 Part 2, Project Information (Jump Code: T661 PART 2) has been completed. The total of the various amounts requested for each of the projects should correspond to the portion of the federal amount on line 559 for expenditures incurred in Alberta for each of the projects before claiming any Alberta tax credit amount for scientific research & experimental development (SR&ED).

In Form T661 Part 2, a box allows you to post the title (line 200) and the code (line 206) of the project to the AT1 Schedule 9 LISTING, which you must complete.

Moreover, when expenditures were incurred in more than one jurisdiction, those expenditures must be allocated based on each of the affected jurisdictions for each of the projects for which Form T661 Part 2 has been completed.

Inactive project

When a project is inactive, the copy of the form will be considered as not applicable and the information relating to the project concerned will not be transmitted with the tax return.

To facilitate the selection of the appropriate code, you can display a search box by clicking the ellipsis points of the data entry cell or by using the Alt+Down arrow shortcut.

For the list of field of science or technology codes, see the Guide to form T661 (SR&ED) .