Intake your clients can actually finish.
A guided form that asks plain yes-or-no questions and adapts to each client. No box numbers, no schedules, no jargon, so more files come back complete the first time.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Your Progress
0% complete
Tell us what applies to you
This helps us collect the right information for your tax file.
Personal Information
Are you filing for the first time with this Firm?
Do you have last year's T1 General return to upload? Uploading it will pre-fill most of your personal information automatically.
Designed so the form comes back done.
No box numbers
Plain-language questions any client can answer. Conditional logic reveals only what applies.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Five guided sections
Getting started, personal info, income, credits, and additional info, with a clear progress stepper.
Intake collected
SmartForm complete
Documents organized
Matched to the file
Figures extracted
3 flagged for review
Review and hand-off
to your filing software
Features
What's included.
Multi-year & auto-fill
File 2018 to 2025, one year at a time, with carry-forward of personal details.
Missing-info built in
If something is incomplete, TaxGrit asks the client, so your team does not have to.
View-only & resubmit
Reopen a form for a correction, or review any submission in read-only mode.
CRA-ready export
Structured intake exports to spreadsheets your team imports into TaxCycle, ProFile, Taxprep, or CCH iFirm.
Built to be trusted with client tax data.
TaxGrit prepares review-ready work and hands it off to the filing software your firm already uses. It does not file to the CRA or replace your preparer.
More of what TaxGrit does
WHERE IT FITS →Get started
See it on one of your own returns.
In 30 minutes, bring one real T1 or T2. We will walk the intake, the missing-info chase, and the review-ready hand-off on your own file, then you decide. Now SOC 2 Type II compliant.