Maintain the record
- Corporations, trusts, partnerships, and individuals
- CRA program accounts and fiscal settings
- Ownership, governance, and organization charts
- Documents connected to entities and tax years
Built for Canadian tax work
Keep every part of the tax record connected.
TaxDesk brings entities and their CRA program accounts — such as corporate income tax, GST/HST, and payroll — together with filing and payment obligations, source documents, ownership, and key tax attributes.
- 01
Configure the entity
Record the legal profile, fiscal year-end, CRA program accounts, ownership, governance, and tax attributes.
- 02
Track the recurring work
Turn each entity's CRA program account settings into dated filing and payment obligations with visible status.
- 03
Keep the source connected
Link returns, notices, agreements, and working papers to the entity and period they support.
- 04
Review with context
Use the maintained record to focus the queue and ask questions with links back to workspace records.
Obligation control
Move from CRA program account setup to dated work.
Configure each entity's supported CRA program accounts, filing frequency, remitter type, and fiscal year-end. TaxDesk uses those settings to generate the filing and payment obligations your team needs to review.
- RC, RT, RP, RM, T3, NR, and RZ program accounts
- Due dates, status, and history kept with each obligation
- Calendar, upcoming, and overdue views across entities
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The entity record
Keep the legal record and the recurring work together.
Each entity is more than a name in a tracker. Its profile, CRA program accounts, obligations, documents, ownership, governance, and tax attributes remain connected as the record changes.
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01
Legal profile
Entity type, jurisdiction, fiscal year-end, identifiers, and status.
02
CRA program accounts
Corporate income tax, GST/HST, payroll, and other accounts whose settings drive recurring work.
03
Ownership
Shareholders, share classes, transactions, relationships, and organization charts.
04
Supporting record
Documents, notes, governance roles, obligations, and tax attributes.
Tax attributes and ownership
Maintain the balances and relationships your team returns to.
Record key tax attributes with dated entries and history. Keep equity transactions and current ownership alongside the entity instead of rebuilding the context for every review.
app.taxdesk.ca
app.taxdesk.ca
app.taxdesk.ca
TaxDesk Intelligence
Focus the review without losing the source.
Intelligence builds on the maintained workspace. It can surface current priorities, organize review signals, and answer questions with links and citations back to the records behind the response.
- A weekly view of current priorities
- Workspace coverage and evidence gaps kept visible
- Human review before controlled tax facts change
Connected by design
Every capability connects because it works from the same record.
Run recurring compliance work
- Supported filing and payment obligations
- Calendar, upcoming, and overdue views
- Status history and linked evidence
- Work across the entities in a workspace
Review with Intelligence
- Reviewable document extraction suggestions
- Weekly priorities and review signals
- Answers grounded in workspace records
- Evidence gaps kept distinct from action items
Put the record to work
Give every entity a tax record your team can keep current.
Start a TaxDesk workspace, configure the entities you manage, and bring the recurring work and supporting record into one place.