Companies

How do I create a company?

A company is the basic unit of Insight. You need to create a company before you can create claims for the company. To create a company:

  1. Login to your Insight account.
  2. Select ‘Company’ tab.
  3. Click on +New
  4. The new company dialog will appear.
  5. Enter Company name (Mandatory)
  6. Enter Company Fiscal Year End (Mandatory)
  7. You can enter any other information you have.
  8. Press save.

The newly created company will appear in the companies panel. You can update company information anytime you want by opening this company.

What is a responsible user?

A responsible user of a company is the user who has primary responsibility over the company. This is the user who will engage with the company to complete any claim.

What are "Groups that have access?"

The groups selected will be able to access this company. If the group contains users, these users can access the company.

How do I control company visibility?

It’s common to restrict access to companies so that your employees only see company’s they are working with. This helps you control access to privileged information. You can easily do this using Insight’s Groups.

For this scenario, we will restrict user ‘Tom’ to only ‘ABC Technologies Inc’:

  1. Login to your Insight account as a manager.
  2. Navigate to the ‘Users’ tab.
  3. Hover over the ‘Everyone’ group and select ‘Add Group’
  4. Create a new group called ‘Tom’s Group’.
    1. In the ‘Users’ tab of this group, select ‘Tom’.
    2. In the ‘Companies’ tab of this group, select ‘ABC Technologies Inc.’
    3. Click ‘Save’.
  5. Open ‘Tom’s Group group.
  6. Click on ‘Tom’ in the ‘Users’ tab.
  7. In the ‘Edit User’ panel, make sure only ‘Tom’s Group’ is selected in the ‘Groups’ tab.

Now when ‘Tom’ logs in, he will only be able to see ‘ABC Technologies Inc.’

What is a company tax year end?

A tax year end defines the period in which a company’s financials must be completed and corporate taxes filed. A fiscal year end of a company is a tax year end. Tax year ends also occur when the ownership structure of the company changes triggering a control change.

How do I create a tax year end?

The default fiscal tax year end is automatically created when you create a company. If the company elects to change its fiscal year or a control change occurs, you will need to add additional tax year ends. To add additional tax year ends:

  1. Navigate to the ‘Companies’ tab.
  2. Find the company of interest.
  3. Open company.
  4. Navigate to the Company → Tax Year Ends tab
  5. Click on +Add Tax Year End

What is an agreement?

An agreement represents the terms of contractual obligations in place with respect to a company. This includes the consulting agreement with the company to perform work on a claim, and any referral or other agreements.

The terms of the agreement including length of agreement and fee structure can be specified.

How do I create an agreement?

  1. Navigate to the ‘Companies’ tab.
  2. Find the company of interest.
  3. Open company.
  4. Navigate to the Company → Agreement tab
  5. Click on +Add Agreement
  6. Specify agreement length, type of agreement and fee structure.

Claims

How do I create a claim?

Insight is designed to handle claims easily and efficiently. You need to create a company before you can create claims for the company. To create a claim:

  1. Login to your Insight account.
  2. Select ‘Company’ tab.
  3. Open the company for which you want to create a claim.
  4. Go to the Claims section.
  5. Select ‘Add Claim.
  6. Choose the filing date for the claim. This is the fiscal year for which you want to create a claim.
  7. By default, the claim is New.
  8. Enter the due date for this claim.
  9. Enter estimated value.
  10. Press Save

The newly created claim will appear in the claims panel. You can update claim information anytime you want.

What is a claim estimated value?

This is the amount you think a claim will be for. This is used for analysis purposes in reports.

What is a claim due date?

Claim due date is the date by which you want to complete the claim. This is different than claim deadline which is the date the claim must be submitted per CRA guidelines.

What is the difference between deadline and final deadline?

Deadline refers to the tax due date. This is normally 6 months after the fiscal year end. Final deadline refers to the date by which a claim must be submitted to be within the prescribed period. This is normally 18 months after the fiscal year end.

How do I let Insight know that I won’t be making a claim for a particular year?

Some of your company’s will not have a claim every year. You can let Insight know that a claim won’t be made for a particular year.

  1. Login to your Insight account.
  2. Select ‘Companies’ tab.
  3. Click on ‘Search’
  4. Type in the came of the company and press ‘Search’.
  5. Open the company.
  6. Click on Claims.
  7. Click on + Add Claim
  8. Select the ‘Filing Date’ year for which you don’t have a claim.
  9. Select ‘Do Not Claim’
  10. Select ‘Reason’
  11. Press Save.

You can always change your mind. Simply edit this claim, unselect ‘Do not claim’ and fill in any other details.

How do I find all the claims I can work on?

It's simple to find all the claims you can work on. This is useful to plan your workload and decide who to contact next.

  1. Login to your Insight account.
  2. Select the Claims tab.
  3. Click on 'Available' link.

You will see a list of claims that are available to you.

Analytics

How do I run a report?

In order to run a report, simple go to the ‘Analytics’ tab, select the report you want to run, and click on ‘Generate Report’.

How do I print a report?

Once a report is generated, you can print the report by clicking on the print icon.

How do I find current workload for an employee?

You want to know what claims one of your employees is working on. This is easy to find with Insight:

  1. Login to your Insight account.
  2. Select ‘Analytics’.
  3. Open ‘Claim Status’
  4. Click on ‘Users’
  5. Select the user you are interested in.
  6. Click on ‘Generate Report’

You will be presented with a graph showing the overall workload of this employee. You’ll also see a table with claim details.

How do I find what claims were submitted?

Frequently, you want to find information on claims that were submitted within a specified period. For example, you may want to find the number of claims submitted in the past month. You can do this easily through analytics.

  1. Login to your Insight account.
  2. Select ‘Analytics’.
  3. Open ‘Claim Status’
  4. Click on ‘Users’
  5. Select the user you are interested in.
  6. Click on ‘Generate Report’

You will be presented with a graph showing the overall workload of this employee. You’ll also see a table with claim details.

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– Rosanna, FCGI

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