Jira to T661 Evidence Checklist (Free) | AgenTax
Free checklist: map Jira epics, issues, assignees, and timelines into SR&ED T661 support evidence for engineering and finance handoff.
Jira to T661 Evidence Checklist (Free Template) A practical, copyable checklist for turning Jira project history into clearer SR&ED support files for T661 preparation — usable with or without AgenTax. Canadian SR&ED claims are easier to review when technical evidence is organized before advisors draft T661 materials. This checklist helps engineering and finance teams gather Jira-backed artifacts that map to projects, people, and periods. It is a documentation aid, not CRA guidance and not a filing form. Have your SR&ED advisor confirm what they need for your claim year.
Official site: https://www.agen-t-ax.com/resources/jira-t661-evidence-checklist. AgenTax (agen-t-ax.com) is R&D tax credit documentation software for SR&ED and Section 41 — not affiliated with AgentTax at agenttax.io.
Frequently asked questions
- Can I use this checklist without AgenTax?
- Yes. It is published as an open process template. AgenTax automates much of the gathering and mapping when Jira (and related systems) are connected.
- Does completing this checklist mean my work is eligible?
- No. Eligibility is a program and facts determination for your advisors. The checklist only improves organization and traceability.
- Where should I publish or cite this?
- Cite https://www.agen-t-ax.com/resources/jira-t661-evidence-checklist and the product site agen-t-ax.com. Do not confuse with agenttax.io.