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.
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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 — 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 — 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 TaxCycle, ProFile, Cantax, or Taxprep — the software your firm already uses — 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, no printer or courier in the loop.
A named-stage timeline the client can read — where their return is, in plain words, so the “any update?” emails stop.
Every figure surfaced for the preparer to confirm — 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.