How do I revise a submission?

SREDr is designed to get a claim to roughly 80% readiness. Your review and edits bring it to 100% for filing. Treat the first writeup as a structured draft, then use the full revision toolkit—not just a single regenerate—to finish the claim.

Guiding principle

• AI draft (~80%) — evidence gathered, projects grouped, Lines 242/244/246 drafted.
• Consultant finish (100%) — technical judgment, tone, CRA defensibility, financials, and copy for the T661.

How to use

1. Open Submission when status is Review. Read each project end-to-end before changing pipeline settings.
2. Edit manually in the rich text fields. Stay inside Line 242/244/246 word limits and use Copy / Copy All Projects when moving text to your filing package.
3. Coach with AI Claim Assistant — open the assistant, optionally select text, and ask for targeted rewrites. Accept only changes you would defend. See the dedicated coaching How-To for prompts.
4. Correct scope on Evidence — set SR&ED Eligible (Eligible / Support Work / Not Eligible / Pending Review) before you regroup or rewrite so the narrative matches the work you are claiming.
5. Choose the right redo from the claim header (confirm dialogs explain what is kept vs cleared):
   • Analyze Again — clears evidence AI analysis and deletes projects/writeup; keeps evidence rows; re-runs from analyze. Optional Analysis Instructions.
   • Group Again — snapshots versions, recreates projects, clears writeup; keeps evidence analysis. Optional Project Grouping Instructions.
   • Write Submission Again — snapshots versions, regenerates writeups only. Optional Submission Writing Instructions.
   • Prefer the narrowest redo that fixes the problem.
6. Reset To Draft only when you intentionally want to wipe evidence, projects, submission content, and job state. This cannot be undone.
7. Restore from versions if a regeneration went wrong—open history, pick a prior version, Apply Revision.
8. Shape future runs with Custom Instructions at agency, personal, or claim level (Analysis / Grouping / Submission Writing), then re-run the affected stage.
9. When narrative and Financials are filing-ready, Approve Claim.

Related

• How do I use the Submission for my T661 Part 2?
• How do I coach the AI while editing a writeup?
• I regenerated by mistake — how do I get my draft back?
• How do I make claims match our agency's writing style?
• Stage-Specific Claim Regeneration Controls
• In-Claim AI Chat Assistant for Submission Revisions
• Claim Project Version Snapshots and Recovery