Quebec CDAE to CDAE-IA Transition

Protect Your Quebec Tax Credit Position Before CDAE-IA Uncertainty Impacts Your 2026 Forecast

Get a clear view of whether your projects, employee activities, and revenue mix still support a CDAE-IA claim, and identify what needs to be documented before filing risk turns into a funding gap.

  • Review likely-fit work by project and employee group
  • Spot documentation gaps before they create filing friction
  • Build a clearer plan across CDAE-IA and SR&ED where relevant

For software companies, systems integrators, IT consultancies, cloud implementation teams, and hybrid technology businesses.

Book a Free Assessment

When the Framework Changes, Assumptions Create Risk

If your team is asking what “significant AI” means in practice, whether implementation work still fits, how employee location affects the claim, or how your revenue mix may be evaluated, the issue is bigger than optimization.

It is a planning problem.

Without a clearer view of what still qualifies, what needs stronger support, and what your finance team can defend internally, it becomes harder to forecast, harder to prioritize, and harder to file with confidence.

You need a clearer path forward.

Get Clarity on the Work You May Already Be Doing

Boast helps your team move from uncertainty to a more defensible readiness plan.

We work with you to review the projects, mandates, employee scope, and supporting documentation that may matter most, so you can see where your position looks stronger, where more support is needed, and what next steps make sense before filing pressure starts.

In your review, we focus on questions like:

  • Which projects appear strongest on first pass
  • Which employee groups need closer review
  • Where mandate or SOW language may be too generic
  • What documentation gaps could slow internal approval
  • How CDAE-IA and SR&ED may fit together in planning
  • What your finance team needs to evaluate with more confidence

Built for Companies That Do Not Fit the Old CDAE Story Neatly

You do not need to be an AI-native company to need a serious CDAE-IA strategy.

Software and SaaS Teams

Integrating AI into existing products, workflows, or customer-facing functionality.

Systems Integrators

Delivering AI-enabled solutions across client environments, platforms, and implementation scopes.

IT Consultancies and Cloud Partners

Embedding AI into delivery, transformation, modernization, or Microsoft ecosystem work.

Hybrid Technology Businesses

Balancing product, service, implementation, and revenue-mix complexity across multiple lines of business.

If your organization sits between product development, implementation, integration, and modernization, the key question is not whether you fit a narrow label. It is whether your work can be mapped, supported, and explained clearly enough to move forward with confidence.

CDAE-IA Transition Readiness Review

A practical discovery call to assess fit, identify risk, and define the next best step.

This is not a generic eligibility conversation.

It is a focused review designed to help your team understand where your current work may align, where uncertainty remains, and what needs to change in your documentation or internal process before filing becomes urgent.

Included in the review

  • First-pass assessment of likely-fit work
  • Review of project and employee scoping questions
  • Early identification of documentation and language gaps
  • A clearer view of risk areas affecting 2026 planning
  • Guidance on how CDAE-IA may work alongside SR&ED strategy

What Your Team Leaves With

A clearer view of where you likely stand

Know which projects and employee groups appear worth prioritizing, and where uncertainty still needs to be resolved.

A stronger documentation path

Identify where mandate language, SOW structure, or supporting records may need to improve before filing.

A more useful internal finance conversation

Bring forward a more CFO-ready summary of the issues, trade-offs, and next steps that matter most.

A better continuity plan for 2026

Reduce the risk of a last-minute scramble by understanding earlier what your current work may or may not support.

How It Works

Step 1

Share your current delivery model

Tell us how your work is structured today, what changed with CDAE-IA, and where your biggest questions sit.

Step 2

Review projects, employees, and documentation

We look at the work, scope, and support you already have to identify likely-fit areas and potential risk points.

Step 3

Leave with a clearer next-step plan

Walk away with a stronger view of what to prioritize, what to document, and what your internal stakeholders need to see.

Why teams engage Boast now

Because waiting does not reduce uncertainty.

It usually increases it.

The earlier your team understands where your projects, employee scope, and documentation stand, the easier it becomes to plan, align internally, and avoid preventable filing friction later.

Reduce internal guesswork

Create more alignment across finance, tax, and delivery stakeholders.

Lower documentation scramble later

Address support gaps earlier, while the work is easier to map and explain.

Create a clearer path for finance and technical stakeholders

Move forward with a more structured view of fit, risk, and next steps.

CDAE-IA FAQ

No. Many teams evaluating CDAE-IA sit in implementation, integration, modernization, or hybrid delivery models. The right question is whether the work can be mapped and supported properly.

A simple overview of your delivery model, the types of projects you are trying to assess, and any current concerns around employee scope, documentation, or 2026 planning. 

No. The first objective is clarity. The review is meant to help you understand fit, reduce uncertainty, and build a more defensible path forward.

Where relevant, we look at CDAE-IA in the context of your broader incentive strategy so your team can plan with a clearer view of risk and overlap.Goes Here

That is exactly why a more structured review matters. Mixed models often need clearer project, employee, and documentation mapping before internal decisions can be made confidently.

Before you plan around CDAE-IA, make sure you understand what your 2026 work actually supports.

Get a clearer view of fit, documentation needs, and next steps before uncertainty affects your forecast.