Tax Workflow · T1 Personal
Get personal returns review-ready before they hit your filingsoftware.
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.
The personal return, from intake to hand-off.
SmartForm intake
Plain-language questions, with 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
T-slip upload & OCR
Clients upload, TaxGrit reads the slips into fields, flagged for review.
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.
T183 e-signature
Capture the signature that authorises EFILE.
Client status
A named-stage timeline the client can read.
Review prep
Your preparer confirms every figure.
Review-ready hand-off
Prepared for TaxCycle, ProFile, Cantax, or Taxprep, the software your firm already uses.
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.
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.