How do I include or exclude work from the claim?

AI eligibility is a first pass, not the final technical call. Consultants decide what belongs in the claim by reviewing evidence and correcting labels before projects and writeups lock in the wrong scope.

How to use

1. Open the claim → Evidence.
2. Use filters such as Eligible, Not Eligible, Support Work, and pending items to focus the review.
3. Open an evidence item. Set SR&ED Eligible to one of:
   • Pending Review
   • Eligible for SR&ED
   • Support Work
   • Not Eligible
4. Adjust Project, Summary, or Description when the record needs context; review AI fields like Technological Uncertainty and Work Performed for accuracy.
5. After material eligibility changes, regroup and/or rewrite so projects and the Submission reflect the corrected scope—use Group Again and/or Write Submission Again from the claim header (see the revision How-To for what each action keeps or clears).
6. Spot-check Submission and Financials so hours and narrative still match the work you kept in.

Related

• How do I revise a submission?
• Stage-Specific Claim Regeneration Controls
• Clickable Evidence Citations in Submission Text