Tax Workflow · T2 Corporate
Never let a year-end slip.
Corporate intake, fiscal year-end and CCPC handling, bank-statement uploads and GIFI, on a review-heavy board with deadline reminders, before a clean hand-off.
Pre-filing only. TaxGrit does not file returns to CRA or replace your preparer.
Corporate depth, built for Canada.
Corporate intake
A T2 SmartForm for legal entity, shareholders and directors.
Missing: 2024 T4 (second employer)
Requested Apr 3
Missing: prior-year NOA
Reminder sent Apr 6
Received: donation receipts
Uploaded Apr 5
FYE & CCPC
Fiscal year-end driven deadlines, computed and reminded.
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.
Bank uploads & GIFI
Statement intake and GIFI categorisation for the trial balance.
Deadline reminders
Year-ends and filing dates tracked so nothing slips.
Review gates
Client review and firm review before anything moves.
TaxCycle-ready export
A review-ready package for final preparation and filing.
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.