🇨🇦 This is the Canadian site — built for CPAs and accounting firms across Canada.
🇨🇦 This is the Canadian site — built for CPAs and accounting firms across Canada.
For accountants & firms
AI prepares the work. You review and approve.
TaxJet AI prepares year-end files, T2 and T1 returns, bookkeeping, HST returns, payroll calculations and CRA responses from your clients’ records. Nothing is finalized or submitted until an accountant approves it.
Prepares work for CaseWare, Taxprep, Cantax and CCH iFirm
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Clients
Workflows
Documents
Recent
Northstar Holdings · year-end
Julie Tremblay · 2025 T1
Birchwood Ltd. · CRA letter
Shareholder loan repayment
EA
Emmanuel Acquaviva, CPA
Partner
Clients / Northstar Holdings Inc. / FY2025 year-end
Waiting for your review
Prepare the FY2025 year-end file for Northstar Holdings.
Trial balance.xlsx
14 documents
TaxJet AI
Read 14 documents
Mapped the trial balance
Proposed 6 adjusting entries
Built 14 lead sheets
The year-end file is ready for your review. Two items need your judgment, and the December bank statement is missing.
Show the open questions
Explain adjusting entry 4
Ask a follow-up or upload documents
Year-end file
Northstar Holdings Inc. · FY2025
Ready for review
Trial balance mappings
126 accounts mapped
Complete
Adjusting entries
6 proposed
Review
Lead sheets
14 prepared
Complete
Bank reconciliations
5 of 6 agree
Review
Schedules: assets, loans, shareholder, HST
4 prepared
Complete
3 questions for you
Review file
Replay
Missing: December bank statement
Flagged before the file is reviewed
Approval required
Nothing is transferred before you approve
For accountants & firms
AI prepares the work. You review and approve.
TaxJet AI prepares year-end files, T2 and T1 returns, bookkeeping, HST returns, payroll calculations and CRA responses from your clients’ records. Nothing is finalized or submitted until an accountant approves it.
Prepares work for CaseWare, Taxprep, Cantax and CCH iFirm
Clients / Northstar Holdings Inc. / FY2025 year-end
Waiting for your review
Prepare the FY2025 year-end file for Northstar Holdings.
Trial balance.xlsx
14 documents
TaxJet AI
Read 14 documents
Mapped the trial balance
Proposed 6 adjusting entries
Built 14 lead sheets
The year-end file is ready for your review. Two items need your judgment, and the December bank statement is missing.
Ask a follow-up or upload documents
Year-end file
Northstar Holdings Inc. · FY2025
Ready for review
Trial balance mappings
126 accounts mapped
Complete
Adjusting entries
6 proposed
Review
Lead sheets
14 prepared
Complete
3 questions for you
Review file
Replay
How it works
AI does the preparation. You make the decisions.
Every workflow follows the same five steps, and two of them are always yours.
1
Client data comes in
2
AI prepares the work
3
You review
4
You approve
5
Export or submit
Client data
Client data comes in
Upload documents or bring in accounting-system data. TaxJet AI identifies each document and extracts the relevant information.
Statements, invoices, receipts, slips and CRA letters
Duplicates, missing information and unclear amounts flagged
Documents
14 received · types identified
Open original
Bank statement · Dec 2025
Chequing ••4821
Processed
Vendor invoice · $3,500.00
Matched to a payment
Matched
Expense receipt · $642.18?
Total is hard to read
Unclear amount
Bank statement · Dec 2025
Same file received twice
Duplicate
How it works
AI does the preparation. You make the decisions.
Every workflow follows the same five steps, and two of them are always yours.
1
Client data comes in
Upload documents or bring in accounting-system data. TaxJet AI identifies each document and extracts the relevant information.
Documents
14 received · types identified
Open original
Bank statement · Dec 2025
Chequing ••4821
Processed
Vendor invoice · $3,500.00
Matched to a payment
Matched
Expense receipt · $642.18?
Total is hard to read
Unclear amount
Bank statement · Dec 2025
Same file received twice
Duplicate
2
AI prepares the work
3
You review
4
You approve
5
Export or submit
What it prepares
The firm’s work, prepared for review.
11 workflows in one workspace, from the first bank statement to the filed return. Each one stops at the same place: your review.
One approved year-end. Three deliverables.
The statements and the T2 are built from the file you approved, so the numbers agree.
See the year-end workflow
Year-end file
Approved
126 accounts mapped
6 adjusting entries
14 lead sheets and schedules
Goes to
CaseWare
Financial statements
Draft ready
ASPE, in your firm’s template
Comparative figures included
Agrees with the year-end records
Goes to
Firm template
Corporate tax (T2)
1 question
Schedules 1, 8, 50, 100 and 125
Tax adjustments identified
Compared with the prior year
Goes to
Taxprep
Cantax
2025 T1 data
Julie Tremblay
1 slip missing
T4 · Employment income
Read from slip
Read
T5 · Investment income
Issued last year, not received yet
Missing
RRSP contribution receipts
2 receipts
Read
Tuition carryforward
Capital loss carryforward
Personal tax (T1)
Slips read, missing ones flagged, T1 data ready for your software.
How it works
Documents
14 received · types identified
Open original
Bank statement · Dec 2025
Chequing ••4821
Processed
Vendor invoice · $3,500.00
Matched to a payment
Matched
Expense receipt · $642.18?
Total is hard to read
Unclear amount
Bank statement · Dec 2025
Same file received twice
Duplicate
Documents
Every document identified, extracted and linked back to its source.
How it works
Bank reconciliation
Chequing ••4821 · December
2 to review
212 of 214 matched
99%
Harbour Office Supply
Dec 12 · Office supplies
$284.16
Transfer out
Dec 18 · Not categorized
$5,000.00
Proposed entry: bank charges
Missing from the books, found on the statement
$42.50
Nothing is posted until you approve.
Review changes
Bookkeeping
Transactions categorized, accounts reconciled, entries ready for review. Export to QuickBooks, Excel, CSV or Microsoft Dynamics.
How it works
CRA request for information
Birchwood Ltd. · letter dated Sep 8, 2026
Due Oct 8
Vehicle expense log
Found in documents on file
Gathered
Invoices over $5,000
7 of 7 attached
Gathered
Reconciliation of meals claimed
Drafted from the ledger
Drafted
Proof of payment, contractor fees
Not on file
Ask client
Draft response letter
Approve package
CRA audits and reviews
Letter read, deadline found, response package assembled.
How it works
Capital dividend account has a balance
Opportunity · Northstar Holdings Inc.
For your assessment
Opportunity
A capital dividend may be payable to the shareholder.
Assumptions
The balance on the prior-year schedule is still current.
Sources
ITA 83(2)
Missing facts
Capital transactions since the last year-end.
Risks
An excessive election is subject to Part III tax.
Tax planning
Potential strategies, with assumptions, sources and risks stated.
How it works
Julie Tremblay
Client history and profile
T1
Rental property
Sent the 2025 rental statements
Email · Sep 12
Asked about selling the rental unit
Call · Sep 9 · 12 min
Sent a photo of her T4
Text · Sep 2
Client history
Calls, emails and texts compiled into one history and profile.
How it works
What it prepares
The firm’s work, prepared for review.
11 workflows in one workspace, from the first bank statement to the filed return. Each one stops at the same place: your review.
One approved year-end. Three deliverables.
The statements and the T2 are built from the file you approved, so the numbers agree.
See the year-end workflow
Year-end file
Approved
126 accounts mapped
6 adjusting entries
14 lead sheets and schedules
Goes to
CaseWare
Financial statements
Draft ready
ASPE, in your firm’s template
Comparative figures included
Agrees with the year-end records
Goes to
Firm template
Corporate tax (T2)
1 question
Schedules 1, 8, 50, 100 and 125
Tax adjustments identified
Compared with the prior year
Goes to
Taxprep
Cantax
2025 T1 data
Julie Tremblay
1 slip missing
T4 · Employment income
Read from slip
Read
T5 · Investment income
Issued last year, not received yet
Missing
RRSP contribution receipts
2 receipts
Read
Tuition carryforward
Capital loss carryforward
Personal tax (T1)
Slips read, missing ones flagged, T1 data ready for your software.
How it works
Documents
14 received · types identified
Open original
Bank statement · Dec 2025
Chequing ••4821
Processed
Vendor invoice · $3,500.00
Matched to a payment
Matched
Expense receipt · $642.18?
Total is hard to read
Unclear amount
Bank statement · Dec 2025
Same file received twice
Duplicate
Documents
Every document identified, extracted and linked back to its source.
How it works
Bank reconciliation
Chequing ••4821 · December
2 to review
212 of 214 matched
99%
Harbour Office Supply
Dec 12 · Office supplies
$284.16
Transfer out
Dec 18 · Not categorized
$5,000.00
Proposed entry: bank charges
Missing from the books, found on the statement
$42.50
Nothing is posted until you approve.
Review changes
Bookkeeping
Transactions categorized, accounts reconciled, entries ready for review. Export to QuickBooks, Excel, CSV or Microsoft Dynamics.
How it works
CRA request for information
Birchwood Ltd. · letter dated Sep 8, 2026
Due Oct 8
Vehicle expense log
Found in documents on file
Gathered
Invoices over $5,000
7 of 7 attached
Gathered
Reconciliation of meals claimed
Drafted from the ledger
Drafted
Proof of payment, contractor fees
Not on file
Ask client
Draft response letter
Approve package
CRA audits and reviews
Letter read, deadline found, response package assembled.
How it works
Capital dividend account has a balance
Opportunity · Northstar Holdings Inc.
For your assessment
Opportunity
A capital dividend may be payable to the shareholder.
Assumptions
The balance on the prior-year schedule is still current.
Sources
ITA 83(2)
Form T2054
Missing facts
Capital transactions since the last year-end.
Risks
An excessive election is subject to Part III tax.
Tax planning
Potential strategies, with assumptions, sources and risks stated.
How it works
Julie Tremblay
Client history and profile
T1
Rental property
Sent the 2025 rental statements
Email · Sep 12
Asked about selling the rental unit
Call · Sep 9 · 12 min
Sent a photo of her T4
Text · Sep 2
Client history
Calls, emails and texts compiled into one history and profile.
How it works
All 11 solutions
Research and scenarios
Current guidance, with the authority attached.
Ask about income tax, the CRA, GST/HST or ASPE, or describe a client’s situation. Answers come with authoritative references you can open and check.
Research
Scenario analysis
Try a question
Shareholder loan repaid after year-end
Home office for a self-employed client
Deducting client meals
Guidance covered
Income tax
CRA guidance
GST/HST
ASPE
Accounting
More about research
EA
A shareholder borrowed $25,000 from her corporation in March. If she repays it next year, is it included in her income?
TaxJet AI
Not if it is repaid within one year after the end of the corporation’s taxation year in which the loan was made, and the repayment is not part of a series of loans and repayments. 1
1
Income Tax Act, s. 15(2.6)
Statute
When s. 15(2) not to apply
“Subsection 15(2) does not apply to a loan or an indebtedness repaid within one year after the end of the taxation year of the lender or creditor in which the loan was made or the indebtedness arose, where it is established, by subsequent events or otherwise, that the repayment was not part of a series of loans or other transactions and repayments.”
Reference attached to the answer
Open source
Research and scenarios
Current guidance, with the authority attached.
Ask about income tax, the CRA, GST/HST or ASPE, or describe a client’s situation. Answers come with authoritative references you can open and check.
Research
Scenario analysis
Try a question
Shareholder loan repaid after year-end
Home office for a self-employed client
Deducting client meals
Guidance covered
Income tax
CRA guidance
GST/HST
ASPE
Accounting
More about research
EA
A shareholder borrowed $25,000 from her corporation in March. If she repays it next year, is it included in her income?
TaxJet AI
Not if it is repaid within one year after the end of the corporation’s taxation year in which the loan was made, and the repayment is not part of a series of loans and repayments 1.
1
Income Tax Act, s. 15(2.6)
Statute
When s. 15(2) not to apply
“Subsection 15(2) does not apply to a loan or an indebtedness repaid within one year after the end of the taxation year of the lender or creditor in which the loan was made or the indebtedness arose, where it is established, by subsequent events or otherwise, that the repayment was not part of a series of loans or other transactions and repayments.”
Reference attached to the answer
Open source
Client profiles
It remembers the client, not just the file.
Every client keeps a profile — what was filed last year, what changed this year, what they asked in between. Strategies are drawn from that history rather than from a blank page.
The history in one place
Prior returns, elections, carryforwards, balances and the questions each one raised.
Strategies for this client
Opportunities tested against their own facts and timing, not a generic checklist.
Ready for the conversation
The assumptions, the risks and what it is worth, written out for you to weigh.
Client profiles
It remembers the client, not just the file.
It remembers the client, not just the file.
Every client keeps a profile — what was filed last year, what changed this year, what they asked in between. Strategies are drawn from that history rather than from a blank page.
The history in one place
Prior returns, elections, carryforwards, balances and the questions each one raised.
Strategies for this client
Opportunities tested against their own facts and timing, not a generic checklist.
Ready for the conversation
The assumptions, the risks and what it is worth, written out for you to weigh.
Review and approval
Nothing leaves without your approval.
AI prepares, analyzes and organizes. An accountant reviews and approves before anything is finalized, posted or submitted.
Prepared, never submitted
TaxJet AI stops at “ready for review”. Approval, filing and submission stay with your firm.
Every figure links to its source
Problems raised first
Assumptions and risks stated
Waiting for you
Work prepared by TaxJet AI
1 to review
Northstar Holdings · Year-end file
Prepared today · 3 questions
Review
Birchwood Ltd. · CRA response
1 item still with the client
Draft
Northstar Holdings · T2 data
Starts when the year-end is approved
Waiting
Nothing is transferred, posted or submitted before approval.
How client data is handled
Security and data handling
Not used for training
Your documents, questions and outputs are not used to train models.
Encrypted
Client data is encrypted in transit and at rest.
Access by role
Team permissions decide who can open each client.
Activity on the record
Who viewed, changed or approved what, and when.
Review and approval
Nothing leaves without your approval.
AI prepares, analyzes and organizes. An accountant reviews and approves before anything is finalized, posted or submitted.
Prepared, never submitted
TaxJet AI stops at “ready for review”. Approval, filing and submission stay with your firm.
Waiting for you
Work prepared by TaxJet AI
1 to review
Northstar Holdings · Year-end file
Prepared today · 3 questions
Review
Julie Tremblay · T1 data
Approved by E. Acquaviva · Sep 18
Approved
Birchwood Ltd. · CRA response
1 item still with the client
Draft
Northstar Holdings · T2 data
Starts when the year-end is approved
Waiting
Nothing is transferred, posted or submitted before approval.
Every figure links to its source
Problems raised first
Assumptions and risks stated
How client data is handled
Security and data handling
Not used for training
Your documents, questions and outputs are not used to train models.
Encrypted
Client data is encrypted in transit and at rest.
Access by role
Team permissions decide who can open each client.
Activity on the record
Who viewed, changed or approved what, and when.
Integrations
Fits the software your firm already runs.
TaxJet AI prepares the work. CaseWare, Taxprep, Cantax and CCH iFirm stay where you finalize and file.
What comes in
Client documents
Statements, invoices, receipts, slips, CRA letters
Accounting-system data
Used for bookkeeping and the year-end file
Client communications
Calls, emails and text messages
TaxJet AI
Prepares
You review
You approve
Where approved work goes
CaseWare
Supported integration or import
Year-end file
Taxprep · Cantax
And other supported tax software
T2 return data
Personal tax software
Supported software, where you review and file
T1 return data
Your firm’s templates
ASPE, with comparative figures
Statements and notes
Using other tax software? Ask us whether yours is supported.
Book a demo
Integrations
Fits the software your firm already runs.
TaxJet AI prepares the work. CaseWare, Taxprep, Cantax and CCH iFirm stay where you finalize and file.
What comes in
Client documents
Statements, invoices, receipts, slips, CRA letters
Accounting-system data
Used for bookkeeping and the year-end file
Client communications
Calls, emails and text messages
TaxJet AI
Prepares
You review
You approve
Where approved work goes
CaseWare
Supported integration or import
Year-end file
Taxprep · Cantax
And other supported tax software
T2 return data
Personal tax software
Supported software, where you review and file
T1 return data
Your firm’s templates
ASPE, with comparative figures
Statements and notes
Using other tax software? Ask us whether yours is supported.
Book a demo
Use cases
Built for the firm’s busiest moments.
Start with the work that takes the most hours. The split is always the same: TaxJet AI prepares, you decide.
Year-end for an owner-managed company
TaxJet AI prepares
The CaseWare file, draft statements and T2 data, from one trial balance.
You
Review, approve and file.
See the workflow
T1 season
TaxJet AI prepares
Slips read, missing slips flagged, carryforwards found.
You
Review in your tax software and file.
See the workflow
A CRA letter arrives
TaxJet AI prepares
Deadline identified, documents gathered, response drafted.
You
Approve the package and submit it.
See the workflow
A client asks “what if?”
TaxJet AI prepares
Potential treatments, risks and next steps, with references.
You
Decide what to advise.
See the workflow
Use cases
Built for the firm’s busiest moments.
Start with the work that takes the most hours. The split is always the same: TaxJet AI prepares, you decide.
Year-end for an owner-managed company
prepares
The CaseWare file, draft statements and T2 data, from one trial balance.
You
Review, approve and file.
T1 season
prepares
Slips read, missing slips flagged, carryforwards found.
You
Review in your tax software and file.
A CRA letter arrives
prepares
Deadline identified, documents gathered, response drafted.
You
Approve the package and submit it.
A client asks “what if?”
prepares
Potential treatments, risks and next steps, with references.
You
Decide what to advise.
Book a demo
See your own workflows, prepared for review.
Tell us about your firm and the work you want to see. We will walk you through how it is prepared, and where you approve it.
Solutions
Professional Use & AI Disclaimer
TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.
© 2026 TaxJet AI
CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.
Book a demo
See your own workflows, prepared for review.
Tell us about your firm and the work you want to see. We will walk you through how it is prepared, and where you approve it.
Solutions
Professional Use & AI Disclaimer
TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.
© 2026 TaxJet AI
CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.
Solutions
Professional Use & AI Disclaimer
TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.
© 2026 TaxJet AI
CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.
Solutions
Professional Use & AI Disclaimer
TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.
© 2026 TaxJet AI
CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.