Manage entity records
- Create records for corporations, trusts, partnerships, and individuals
- Record tax programs and fiscal settings
- Track ownership and governance roles
- Connect documents to entities and tax years
Corporate tax management
Set up each company once. Keep its tax record current.
TaxDesk keeps filings, payments, CRA records, ownership, documents, and tax history together as your group changes.
For Canadian businesses, corporate groups, and their advisors.
app.taxdesk.ca
Document intelligence
See what needs attention. See why.
Upload returns, CRA notices, agreements, and working papers. TaxDesk can propose facts from these documents. Your team reviews each proposal before it changes the record.
- See the entity, tax year, and source document during review
- Accept or reject each proposed change
- Keep the source document linked to each approved fact
app.taxdesk.ca
Obligation control
Set it up once. Know what’s due next.
Enter each entity's tax programs and filing settings. TaxDesk uses these settings to create filing and payment tasks with due dates. TaxDesk does not file returns or connect to CRA portals.
- Support for corporate income tax, GST/HST, payroll, trusts, and other tax programs
- A due date, status, history, and supporting evidence for each obligation
- Calendar, upcoming, and overdue views for all entities
app.taxdesk.ca
The entity workspace
Keep a complete record for each entity.
Keep the entity profile, tax programs, obligations, documents, ownership, governance, and tax balances in one place. Your team can find the current information without checking separate spreadsheets and folders.
app.taxdesk.ca
01
Add the entity.
Record the entity type, jurisdiction, fiscal year-end, identifiers, and status.
02
See what’s due and what’s up next.
Record corporate income tax, GST/HST, payroll, and other program settings.
03
Keep the source with the work.
Keep documents with the entity, period, obligation, and record they support.
04
Review what changed.
Review proposed facts, status history, ownership changes, and tax balance entries.
Tax attributes and ownership
Track tax balances and ownership changes.
Record each change to a tax balance as a dated entry. Record equity transactions that affect current ownership. TaxDesk keeps the history with the entity for later review.
app.taxdesk.ca
app.taxdesk.ca
app.taxdesk.ca
TaxDesk Intelligence
Review what changed.
TaxDesk Intelligence reviews the information in your workspace. It shows priorities, missing evidence, and records that may need review. Its answers link back to the records that support them.
- Review current priorities in one weekly view
- See missing information and evidence gaps
- Review proposed changes before tax facts change
One record by design
Use the same information for every part of the work.
Track tax obligations
- Create filing and payment tasks with due dates
- See upcoming and overdue work in the calendar
- Record status changes and supporting evidence
- Review work across all entities
Review documents and records
- Review proposed facts from uploaded documents
- See weekly priorities and records that need review
- Ask questions about information in the workspace
- See the records that support each answer
Get started
Give your team one place to manage tax work.
Add the entities you manage. Configure their tax programs. Then track obligations, documents, ownership, and tax balances in one shared record.