T661.ai uses a conservative Part 9 disclosure.

List every person or partnership that accepted consideration to prepare or assist with the SR&ED claim. Under the CRA's definition, an employee doing this work in the course of their employment is excluded.

If a claim preparer was engaged in any aspect of the claim, answer yes and complete the table. If nobody was engaged, answer no and complete the claimant identification and certification fields. Do not infer the answer from who files the T2—ask what work each paid advisor actually performed.

For each preparer and billing arrangement, the guide calls for the preparer name, business number, arrangement code, billing rate, any other arrangement description, and the total fee paid, payable, or expected to be paid.

The individual claimant, authorized corporate signing officer, or authorized partner certifies that Part 9 is complete and accurate. Electronic filing uses the identifiers described by the CRA as the official signature.

For a claim prepared with a paid T661.ai plan, answer Yes at line 935 and list Pipaco Tech. Use code 5 for other arrangements, enter “monthly software subscription” at line 960, the monthly price at line 955, and the total paid, payable, or expected from your invoices at line 965. Use Pipaco Tech's 15-character business number from the invoice or request it from hello@t661.ai before filing. List any other paid preparer separately.