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TokenomicsMarket SignalsPosition on SR&ED 2026 Reform

The eligibility gap

How Canada's best non-dilutive program stopped reaching the R&D it was built to fund.

Audry Larocque · April 15, 2026 · 5 min

Key takeaways
  1. 01$5M in Canadian engineer salaries returns up to $1.75M; the same $5M spent on US frontier-lab tokens returns $0.
  2. 02Tokens fail every one of SR&ED's six eligibility categories by design, not by oversight.
  3. 03By 2027, Canadian token spend of roughly $4.1B per year will rival the entire annual SR&ED budget of roughly $4.5B.
  4. 04Canada's $4B in sovereign-compute supply-side programs is undermined by a demand-side credit that does not see tokens.
  5. 05Three implementable fixes: define an AI-services category, prefer Canadian-served tokens, allow per-token accounting.

01 · The frame

The headline rate held. The base is collapsing under it.

Canada built the best non-dilutive R&D system in the world. The Scientific Research and Experimental Development program returns up to 35% of qualifying R&D spend as a cash refund, dispenses approximately $4.5B per year, and reaches roughly 20,000 Canadian businesses. For pre-revenue Canadian-controlled private corporations, it is often the single largest source of capital before Series A.

The November 2025 federal budget made the program more generous than it has been in over a decade. The enhanced expenditure limit went from $3M to $6M. The maximum refundable credit went from $1.05M to $2.1M per year. The taxable-capital phase-out range widened from $10M to $50M into $15M to $75M. Eligibility was extended to certain Canadian public corporations, and capital expenditures were restored.

Every one of those changes is directionally correct. None of them touches the line item that now dominates AI-native R&D budgets.

02 · The math

Three identical budgets. Three different outcomes.

$5M R&D budgetRefund outcome
Canadian engineer salaries, in-house SR&EDUp to $1.75M cash refund
Canadian taxable supplier performing SR&ED in CanadaUp to $1.40M cash refund, after the 80% rule
Owned hardware acquired after Dec 15, 2024, used substantially for SR&ED in CanadaUp to $1.75M, partially refundable
OpenAI, Anthropic, or Google API tokens for the same R&D$0

The token line is not a rounding error and not an oversight. It is the direct, structural consequence of how the Income Tax Act enumerates eligible SR&ED expenditures. There is no category that catches it. In 2022, this gap touched a small number of teams running niche workloads. In 2026, it is the largest line item on most AI-native P&Ls.

03 · Six categories

Why tokens fall through every one.

01 · Salaries and wages

Must be paid to employees who perform SR&ED in Canada. Tokens are not labour and are not consumed by the claimant's employees. Fails: not labour.

02 · Materials consumed or transformed

Physical inputs used up in the SR&ED process. Tokens are an output of a service, not a transformed input. Fails: not material.

03 · Contract payments

Requires a taxable Canadian supplier, work performed in Canada, claimant ownership of the IP, and a contract scoped as SR&ED. None hold for US frontier-lab API calls. Fails: all four conditions.

04 · Third-party payments

Restricted to approved entities such as universities, colleges, and research institutes. US frontier labs are not on the approved list. Fails: not an approved entity.

05 · Capital expenditures

Applies to depreciable property acquired and used substantially for SR&ED in Canada. A subscription invoice from a US vendor is consumption, not capital. Fails: service, not property.

06 · Overhead

The proxy method caps overhead at 55% of SR&ED salaries. As salary spend shrinks relative to token spend, the ceiling shrinks with it. Capped, or excluded.

Six categories. Zero fit.

The Income Tax Act has no category for an R&D input that is variable, metered, served from outside Canada, and not owned by either party. Token consumption is the first major R&D input in 40 years that does not fit the original design assumptions of the program.

04 · The trend

Token spend is the structural form R&D is taking.

Enterprise AI spend growth
75%

Year over year, 2023 to 2024. Stanford HAI 2025 AI Index.

Per-org AI-native spend
$400K

Annual, 2024 baseline.

Market CAGR
35%

$24B to $150B enterprise AI, 2024 to 2030.

Per-employee tooling
6x

$200 to $1,200 per month, 2025 to 2027.

The trajectory inside R&D itself is steeper than the enterprise average. Public usage data shows 30M to 50M tokens per engineer per day in active agentic coding workflows. At a $15 per million blended frontier price, a single engineer carries roughly $90K of token spend annually before any product workload is added. A 30-engineer Series A runs $2.7M in pure engineering token cost. Add product inference at the typical 5x to 10x ratio and the company is at $13M to $27M in annual token cost by Series B. None of this existed as a P&L line in 2022.

05 · The Canadian math

$4.1B in tokens. $4.5B in SR&ED.

Apply the trend to the Canadian tech workforce. Roughly 2.3M tech workers nationally. Conservative scenario: 10% become AI-native by 2027. That is 230,000 workers at $1,500 per month average AI tooling, or approximately $4.1B per year in tokens flowing out of the country. By 2027 the ecosystem is on track to spend, on AI services alone, an amount roughly equivalent to the entire annual SR&ED program. Zero of it qualifies.

First-order effect

Every Canadian AI-native company is silently absorbing a 25 to 35 point increase in net R&D cost compared to a peer doing the same work three years ago. The realized credit, as a percentage of total R&D spend, is dropping toward zero.

Second-order effect

Top AI talent gravitates toward organizations providing modern tooling. Companies that throttle token spend to preserve their SR&ED ratio are the same companies losing their best people.

Third-order effect

The $6M ceiling went up at exactly the moment the eligible base started collapsing under it. The reform is unintentionally rewarding old-shape companies and penalizing new-shape ones.

Fourth-order effect

The SR&ED ratio is a primary input to Canadian VC valuation models. As the realized credit drops, the Canadian discount on AI-native companies widens against US comparables.

06 · The adjustment

Three principles, ranked by urgency.

Principle 01 · Define an AI-services category

Treat eligible AI inference and training services analogously to consumed materials. Require documentation tied to specific SR&ED projects via prompt logs and API trace IDs. Cap eligibility per project and audit on the same cycle as overhead.

Principle 02 · Align with Canadian compute

Full eligibility for tokens served on Canadian-resident infrastructure, a reduced rate or cap for foreign-served tokens. Aligns the demand side with the supply-side SCIP program.

Principle 03 · Per-token accounting

Recognize that token spend is uniquely metered, traceable, and attributable. Eligibility determined by the SR&ED purpose of the inference, not the static category of the invoice.

07 · The stake

The fix needs the next budget cycle, not the one after.

The 2026 reforms are correctly read as a vote of confidence in Canadian R&D. They are also, as written, a bet on a 2010-vintage cost structure. Canada is investing more than $4B in sovereign AI capacity across multiple programs, all on the supply side. The demand side has not been re-architected. Canada built the best non-dilutive R&D system in the world. The decade ahead runs on tokens. The system needs to catch up before the math forces every AI-native founder to incorporate somewhere else.

Sources · Income Tax Act subsections 37(1), 37(8), 127(26) · CRA Third-Party Payments Policy · CRA Contract Expenditures for SR&ED Performed on Behalf of a Claimant Policy · Federal Budget 2025 · Department of Finance draft legislative proposals, Aug 2025 · PwC Canada SR&ED Tax Insights · KPMG Canada SR&ED Brief · MNP SR&ED Update · Canadian Sovereign AI Compute Strategy · Stanford HAI 2025 AI Index · SignalFire 2025 Talent Report

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