TaxDesk
🇨🇦Built for Canadian tax teams

The control room forCanadian tax compliance.

Every entity, obligation, and document in one place — so your team moves faster and misses nothing.

See how it works
Obligations auto-trackedDocuments linked to filingsOwnership made visible

Built for the teams who carry the deadline risk

Multi-entity
Corporations, trusts, partnerships
CRA-aligned
Every program account type
Audit-ready
Full status history & evidence
Team-built
Role-based access control
Tax pools
CDA, RDTOH, GRIP ledgers
Intelligence
AI document classification

“We went from tracking obligations across three spreadsheets to having every entity and deadline in one place. Tax season is genuinely calmer now.”

Managing Partner
Mid-size CPA firm, Ontario

“The org chart alone saved us hours every engagement. Clients love seeing their structure laid out clearly, and we love not rebuilding it from scratch.”

Tax Manager
National accounting firm

“TaxDesk Intelligence classified 200+ documents in our first week. The auto-linking to entities and filings is a game-changer for our workflow.”

Corporate Controller
Multi-entity group, Alberta

How it works

From setup to compliance in three steps

TaxDesk turns scattered files and spreadsheets into one calm, connected workspace for Canadian tax compliance.

Step 01

Add your entities

Create profiles for corporations, trusts, partnerships, and individuals. Configure CRA program accounts and filing rules in minutes.

  • •Corporations with cap table & governance
  • •Trusts with beneficiary tracking
  • •Partnerships with partner allocations
Step 02

Obligations auto-generate

TaxDesk reads your CRA accounts and generates every filing obligation — T2, GST/HST, payroll, T3, T5013, slips — with the right deadlines.

  • •Deadlines calculated from fiscal year-end
  • •Filing frequency rules enforced
  • •Status lifecycle tracking
Step 03

Track and file with confidence

Move obligations from pending to filed. Attach evidence, link documents, and maintain a complete audit trail across every entity.

  • •Evidence linked to each filing
  • •Full status history
  • •Dashboard shows what's next

Platform

Everything you need for Canadian tax compliance

Entity management, compliance automation, intelligent document processing, and advanced tax pool accounting — designed for how Canadian tax teams actually work.

Core platform

Entity management & org charts

Manage every entity type in one place — corporations, trusts, partnerships, and individuals. Visual organization charts are generated automatically from ownership data.

  • Corporations with cap table, governance & share classes
  • Trusts with T3 filings, beneficiaries & distributions
  • Partnerships with T5013 & partner allocations
  • Interactive org chart with PDF export
Northpine Group
6 entities
Northpine Holdings Inc.CCPC
Northpine Operations Ltd.Corp
Northpine Family TrustTrust
Compliance

Automated obligation tracking

Configure CRA program accounts once. TaxDesk generates every obligation instance — T2, GST/HST, payroll, T3, slips — with correct deadlines and filing frequencies.

  • CRA accounts: RC, RT, RP, RM, T3, NR, RZ
  • Auto-generate obligations from program settings
  • Status lifecycle: pending → in progress → filed
  • Full status history with audit trail
Upcoming obligations
T2 Corporate Return
In progressMar 31
GST/HST Q4
PendingJan 31
Payroll Remittance
FiledFeb 15
Intelligence

TaxDesk Intelligence

Upload documents and let AI classify them automatically. TaxDesk Intelligence extracts key data, links documents to entities and filings, and surfaces confidence-based suggestions.

  • Auto-classify T2 returns, NOAs, GST34 forms
  • Extract tax pools, dates, and amounts
  • Auto-link to the right entity & obligation
  • Confidence-based suggestions you can review
Intelligence results
2024 T2 Return.pdf98% match
Linked to Northpine Holdings · T2 Corporate Return
NOA – 2023.pdf95% match
CDA balance extracted: $142,500
Advanced

Tax pools & dividend management

Track CDA, RDTOH, and GRIP with ledger-based accounting. Manage dividends with automatic tax pool impact calculations and maintain complete audit trails.

  • CDA, RDTOH, GRIP ledger entries
  • Historical balance views as of any date
  • Eligible, non-eligible & capital dividends
  • Loss pool tracking with 20-year expiry
Tax pool balances
CDA
$142,500
+$23,400
RDTOH
$38,200
-$12,100
GRIP
$215,800
+$45,600
Every entity type
Corporations, trusts, partnerships, individuals
Every CRA account
RC, RT, RP, RM, T3, NR, RZ — configured once
Every obligation
T2, GST/HST, payroll, T3, T5013, slips
Every tax pool
CDA, RDTOH, GRIP — ledger-based tracking

Ready to simplify compliance?

Bring every entity, obligation, and document into one place

TaxDesk replaces scattered spreadsheets and folders with a calm, connected system of record designed for Canadian tax teams.

See pricing