From the client invitation to a review-ready hand-off, on a board built for the Canadian personal return, with less chasing and less manual entry before filing.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
2025
36%TaxGrit Owner · 2023
Apr 7 – Apr 23
Pre-filing only. SOC 2 Type II, hosted in Canada: review-ready work, handed to your filing software.Review-ready work, handed straight to your filing software.
Capability
SmartForm asks the client plain-language questions and requests what’s missing on its own, while uploaded slips are read into fields and flagged wherever a figure needs a second look, so the T1 file arrives at review already tied out.
Capability
Plain-language questions walk the client through their personal return, and anything still missing is requested automatically, with no manual chase list to keep.
Priya Raman · T1 · 2024
SmartForm 72% complete
Missing items · requested automatically
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
Capability
Clients upload their slips and TaxGrit reads them straight into fields, such as T4, T5, RRSP and the rest, flagging any figure that needs a second look before review.
Uploaded · T4-2024.pdf
T4 · read into fields
Box 14 · Employment income
$84,200.00
Box 22 · Income tax deducted
$18,940.00
Box 16 · CPP contributions
$3,867.50
Box 18 · EI premiums
$1,049.12
Features
The last mile of a T1 file, closed out inside TaxGrit: the client signs their T183, follows a status they can actually read, the preparer confirms every figure, and the return lands ready for the filing software your firm already runs.
Review-ready
hand-off
The finished T1 lands prepared for the software your firm already uses: TaxCycle, ProFile, Cantax, or Taxprep. It arrives tied out and signed, so filing is the last easy step, not a re-key.
The client signs the T183 that authorises EFILE right inside the file, captured, dated, and stored with the return, with no printer or courier in the loop.
A named-stage timeline the client can read, showing where their return is, in plain words, so the “any update?” emails stop.
Every figure surfaced for the preparer to confirm, so nothing carries to hand-off until a human has signed off on it.
More tax workflows
This is one of the Canadian filings TaxGrit prepares. Here’s the rest of the work that moves through the same pre-filing workspace: each one purpose-built, not retrofitted.