🇨🇦 This is the Canadian site — built for CPAs and accounting firms across Canada.
🇨🇦 The Canadian site — for CPAs across Canada
Solutions
One workspace for the whole engagement.
One workspace for the whole engagement.
One workspace for the whole engagement.
11 workflows, grouped the way work moves through a firm. Each shows what TaxJet AI prepares, what it uses and where you review.
11 workflows, grouped the way work moves through a firm. Each shows what TaxJet AI prepares, what it uses and where you review.
Client data
Client data
AI prepares
AI prepares
You review
You review
You approve
You approve
Export or submit
Export or submit
01
Books and documents
Books and documents
Books and documents
Keep the records current, all year.
THE PROBLEM
Client records arrive as scans, photos and PDFs. Someone has to open, name and key in every one.
WHAT TAXJET AI DOES
Identifies each document type automatically
Extracts the relevant information
Uses it in the bookkeeping and the year-end file
Flags duplicates, missing information and unclear amounts
USES
Uploaded client documents
PREPARES
Extracted data, linked to the original
Duplicate, missing and unclear flags
YOUR REVIEW
Open any figure to see the document it came from. Confirm flagged items before they are used.
WORKS WITH
Feeds bookkeeping
Feeds the year-end file
Every number traces back to a page.
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
Shareholder loan agreement
Signature page not found
Missing info
THE PROBLEM
Client records arrive as scans, photos and PDFs. Someone has to open, name and key in every one.
WHAT TAXJET AI DOES
Identifies each document type automatically
Extracts the relevant information
Uses it in the bookkeeping and the year-end file
Flags duplicates, missing information and unclear amounts
USES
Uploaded client documents
PREPARES
Extracted data, linked to the original
Duplicate, missing and unclear flags
YOUR REVIEW
Open any figure to see the document it came from. Confirm flagged items before they are used.
WORKS WITH
Feeds bookkeeping
Feeds the year-end file
Every number traces back to a page.
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
Shareholder loan agreement
Signature page not found
Missing info
THE PROBLEM
Client records arrive as scans, photos and PDFs. Someone has to open, name and key in every one.
WHAT TAXJET AI DOES
Identifies each document type automatically
Extracts the relevant information
Uses it in the bookkeeping and the year-end file
Flags duplicates, missing information and unclear amounts
USES
Uploaded client documents
PREPARES
Extracted data, linked to the original
Duplicate, missing and unclear flags
YOUR REVIEW
Open any figure to see the document it came from. Confirm flagged items before they are used.
WORKS WITH
Feeds bookkeeping
Feeds the year-end file
Every number traces back to a page.
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
Shareholder loan agreement
Signature page not found
Missing info
THE PROBLEM
Categorizing and reconciling months of transactions is slow, and errors surface at year-end.
WHAT TAXJET AI DOES
Categorizes transactions
Reconciles bank and credit card accounts
Prepares journal entries
Identifies errors and missing transactions
USES
Uploaded records
Accounting-system data
PREPARES
Categorized transactions
Bank and card reconciliations
Proposed journal entries
Export to QuickBooks ▾
YOUR REVIEW
You review every change before it is posted.
WORKS WITH
Your accounting-system data
Clean books before year-end starts.
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
THE PROBLEM
Categorizing and reconciling months of transactions is slow, and errors surface at year-end.
WHAT TAXJET AI DOES
Categorizes transactions
Reconciles bank and credit card accounts
Prepares journal entries
Identifies errors and missing transactions
USES
Uploaded records
Accounting-system data
PREPARES
Categorized transactions
Bank and card reconciliations
Proposed journal entries
Export to QuickBooks ▾
YOUR REVIEW
You review every change before it is posted.
WORKS WITH
Your accounting-system data
Clean books before year-end starts.
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
THE PROBLEM
Categorizing and reconciling months of transactions is slow, and errors surface at year-end.
WHAT TAXJET AI DOES
Categorizes transactions
Reconciles bank and credit card accounts
Prepares journal entries
Identifies errors and missing transactions
USES
Uploaded records
Accounting-system data
PREPARES
Categorized transactions
Bank and card reconciliations
Proposed journal entries
Export to QuickBooks ▾
YOUR REVIEW
You review every change before it is posted.
WORKS WITH
Your accounting-system data
Clean books before year-end starts.
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
02
Year-end
Year-end
Year-end
Close the year and draft the statements.
THE PROBLEM
Building the file takes most of the engagement: mapping, adjusting, reconciling, scheduling.
WHAT TAXJET AI DOES
Maps the trial balance
Proposes adjusting entries
Builds lead sheets and reconciliations
Prepares supporting schedules for assets, loans, shareholder balances, HST and more
USES
Trial balance
Books and records
Documents on file
PREPARES
Trial balance mappings
Adjusting entries
Lead sheets and reconciliations
Supporting schedules
YOUR REVIEW
Review entries and schedules, resolve open questions, then approve the file.
WORKS WITH
CaseWare, through a supported integration or import process
Start the engagement at review, not data entry.
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
THE PROBLEM
Building the file takes most of the engagement: mapping, adjusting, reconciling, scheduling.
WHAT TAXJET AI DOES
Maps the trial balance
Proposes adjusting entries
Builds lead sheets and reconciliations
Prepares supporting schedules for assets, loans, shareholder balances, HST and more
USES
Trial balance
Books and records
Documents on file
PREPARES
Trial balance mappings
Adjusting entries
Lead sheets and reconciliations
Supporting schedules
YOUR REVIEW
Review entries and schedules, resolve open questions, then approve the file.
WORKS WITH
CaseWare, through a supported integration or import process
Start the engagement at review, not data entry.
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
THE PROBLEM
Building the file takes most of the engagement: mapping, adjusting, reconciling, scheduling.
WHAT TAXJET AI DOES
Maps the trial balance
Proposes adjusting entries
Builds lead sheets and reconciliations
Prepares supporting schedules for assets, loans, shareholder balances, HST and more
USES
Trial balance
Books and records
Documents on file
PREPARES
Trial balance mappings
Adjusting entries
Lead sheets and reconciliations
Supporting schedules
YOUR REVIEW
Review entries and schedules, resolve open questions, then approve the file.
WORKS WITH
CaseWare, through a supported integration or import process
Start the engagement at review, not data entry.
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
THE PROBLEM
Drafting by hand invites tie-out errors and formatting rework.
WHAT TAXJET AI DOES
Drafts the financial statements and accompanying notes
Uses ASPE when that is the selected reporting framework
Applies your firm’s templates
Includes comparative figures
USES
Approved year-end records
Firm templates
Comparative figures
PREPARES
Draft financial statements
Accompanying notes
YOUR REVIEW
Read and edit the draft. Amounts agree with the approved year-end records.
WORKS WITH
Your firm’s templates
ASPE
Statements that agree to the file the first time.
Draft financial statements
Balance sheet · as at December 31
ASPE
CURRENT ASSETS
2025
2024
Cash
184,200
152,900
Accounts receivable
96,450
88,300
Prepaid expenses
32,050
28,900
Total
312,700
270,100
Agrees with approved year-end
Firm template · Notes 1 to 9 drafted
THE PROBLEM
Drafting by hand invites tie-out errors and formatting rework.
WHAT TAXJET AI DOES
Drafts the financial statements and accompanying notes
Uses ASPE when that is the selected reporting framework
Applies your firm’s templates
Includes comparative figures
USES
Approved year-end records
Firm templates
Comparative figures
PREPARES
Draft financial statements
Accompanying notes
YOUR REVIEW
Read and edit the draft. Amounts agree with the approved year-end records.
WORKS WITH
Your firm’s templates
ASPE
Statements that agree to the file the first time.
Draft financial statements
Balance sheet · as at December 31
ASPE
CURRENT ASSETS
2025
2024
Cash
184,200
152,900
Accounts receivable
96,450
88,300
Prepaid expenses
32,050
28,900
Total
312,700
270,100
Agrees with approved year-end
Firm template · Notes 1 to 9 drafted
THE PROBLEM
Drafting by hand invites tie-out errors and formatting rework.
WHAT TAXJET AI DOES
Drafts the financial statements and accompanying notes
Uses ASPE when that is the selected reporting framework
Applies your firm’s templates
Includes comparative figures
USES
Approved year-end records
Firm templates
Comparative figures
PREPARES
Draft financial statements
Accompanying notes
YOUR REVIEW
Read and edit the draft. Amounts agree with the approved year-end records.
WORKS WITH
Your firm’s templates
ASPE
Statements that agree to the file the first time.
Draft financial statements
Balance sheet · as at December 31
ASPE
CURRENT ASSETS
2025
2024
Cash
184,200
152,900
Accounts receivable
96,450
88,300
Prepaid expenses
32,050
28,900
Total
312,700
270,100
Agrees with approved year-end
Firm template · Notes 1 to 9 drafted
03
Tax returns
Tax returns
Tax returns
Prepare T2 and T1 data for your tax software.
THE PROBLEM
Re-keying year-end numbers into tax software is manual, and adjustments are easy to miss.
WHAT TAXJET AI DOES
Prepares T2 return data and supporting schedules
Identifies tax adjustments
Compares prior-year information
Flags outstanding questions
USES
Approved year-end information
Prior-year information
PREPARES
T2 return data
Supporting schedules
Tax adjustments and open questions
YOUR REVIEW
Resolve the flagged questions, then review and file in your tax software.
WORKS WITH
Taxprep
Cantax
Other supported tax software
Less manual entry between the file and the return.
T2 return data
From the approved FY2025 year-end
1 question
S1
S8
S50
S100
S125
Meals and entertainment
50% added back on Schedule 1
$4,310
Professional fees up 62%
$48,200 vs. $29,800 last year
Check
Shareholder loan
Repaid within one year of year-end?
Open
Taxprep
Cantax
Transfer after review
THE PROBLEM
Re-keying year-end numbers into tax software is manual, and adjustments are easy to miss.
WHAT TAXJET AI DOES
Prepares T2 return data and supporting schedules
Identifies tax adjustments
Compares prior-year information
Flags outstanding questions
USES
Approved year-end information
Prior-year information
PREPARES
T2 return data
Supporting schedules
Tax adjustments and open questions
YOUR REVIEW
Resolve the flagged questions, then review and file in your tax software.
WORKS WITH
Taxprep
Cantax
Other supported tax software
Less manual entry between the file and the return.
T2 return data
From the approved FY2025 year-end
1 question
S1
S8
S50
S100
S125
Meals and entertainment
50% added back on Schedule 1
$4,310
Professional fees up 62%
$48,200 vs. $29,800 last year
Check
Shareholder loan
Repaid within one year of year-end?
Open
Taxprep
Cantax
Transfer after review
THE PROBLEM
Re-keying year-end numbers into tax software is manual, and adjustments are easy to miss.
WHAT TAXJET AI DOES
Prepares T2 return data and supporting schedules
Identifies tax adjustments
Compares prior-year information
Flags outstanding questions
USES
Approved year-end information
Prior-year information
PREPARES
T2 return data
Supporting schedules
Tax adjustments and open questions
YOUR REVIEW
Resolve the flagged questions, then review and file in your tax software.
WORKS WITH
Taxprep
Cantax
Other supported tax software
Less manual entry between the file and the return.
T2 return data
From the approved FY2025 year-end
1 question
S1
S8
S50
S100
S125
Meals and entertainment
50% added back on Schedule 1
$4,310
Professional fees up 62%
$48,200 vs. $29,800 last year
Check
Shareholder loan
Repaid within one year of year-end?
Open
Taxprep
Cantax
Transfer after review
THE PROBLEM
Every client sends slips differently. A missing slip or carryforward is easy to overlook in the rush.
WHAT TAXJET AI DOES
Collects and reads tax slips and receipts
Uses prior-year information
Identifies missing slips
Finds relevant deductions, credits and carryforwards
USES
Tax slips
Receipts
Prior-year information
PREPARES
T1 return data
Missing-slip list
Deductions, credits and carryforwards
YOUR REVIEW
The data transfers to your personal tax software, where you review and file.
WORKS WITH
Supported personal tax preparation software
Fewer missed slips in the busiest weeks.
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
THE PROBLEM
Every client sends slips differently. A missing slip or carryforward is easy to overlook in the rush.
WHAT TAXJET AI DOES
Collects and reads tax slips and receipts
Uses prior-year information
Identifies missing slips
Finds relevant deductions, credits and carryforwards
USES
Tax slips
Receipts
Prior-year information
PREPARES
T1 return data
Missing-slip list
Deductions, credits and carryforwards
YOUR REVIEW
The data transfers to your personal tax software, where you review and file.
WORKS WITH
Supported personal tax preparation software
Fewer missed slips in the busiest weeks.
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
THE PROBLEM
Every client sends slips differently. A missing slip or carryforward is easy to overlook in the rush.
WHAT TAXJET AI DOES
Collects and reads tax slips and receipts
Uses prior-year information
Identifies missing slips
Finds relevant deductions, credits and carryforwards
USES
Tax slips
Receipts
Prior-year information
PREPARES
T1 return data
Missing-slip list
Deductions, credits and carryforwards
YOUR REVIEW
The data transfers to your personal tax software, where you review and file.
WORKS WITH
Supported personal tax preparation software
Fewer missed slips in the busiest weeks.
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
04
Advisory and CRA
Advisory and CRA
Advisory and CRA
Find opportunities. Answer the CRA.
THE PROBLEM
Planning ideas get lost when no one has time to study every file.
WHAT TAXJET AI DOES
Identifies potential strategies from the client’s financial and tax information
Explains the opportunity and its assumptions
Lists the supporting sources
States the missing facts and the risks
USES
Client financial information
Client tax information
PREPARES
Opportunity summary
Assumptions and sources
Missing facts and risks
YOUR REVIEW
You assess each opportunity before advising the client.
WORKS WITH
Supporting sources from research
Advisory conversations grounded in the file.
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.
THE PROBLEM
Planning ideas get lost when no one has time to study every file.
WHAT TAXJET AI DOES
Identifies potential strategies from the client’s financial and tax information
Explains the opportunity and its assumptions
Lists the supporting sources
States the missing facts and the risks
USES
Client financial information
Client tax information
PREPARES
Opportunity summary
Assumptions and sources
Missing facts and risks
YOUR REVIEW
You assess each opportunity before advising the client.
WORKS WITH
Supporting sources from research
Advisory conversations grounded in the file.
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.
THE PROBLEM
Planning ideas get lost when no one has time to study every file.
WHAT TAXJET AI DOES
Identifies potential strategies from the client’s financial and tax information
Explains the opportunity and its assumptions
Lists the supporting sources
States the missing facts and the risks
USES
Client financial information
Client tax information
PREPARES
Opportunity summary
Assumptions and sources
Missing facts and risks
YOUR REVIEW
You assess each opportunity before advising the client.
WORKS WITH
Supporting sources from research
Advisory conversations grounded in the file.
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.
THE PROBLEM
A CRA letter starts a clock, and assembling the response pulls staff off other work.
WHAT TAXJET AI DOES
Reads CRA letters
Identifies deadlines and requested information
Gathers supporting documents
Drafts response letters and reconciliations
USES
CRA letters
Client documents and records
PREPARES
Deadline and request list
Draft response letter
Reconciliations
Complete response package
YOUR REVIEW
You approve the package, and you submit it.
WORKS WITH
Documents on file
A complete package, well before the deadline.
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
THE PROBLEM
A CRA letter starts a clock, and assembling the response pulls staff off other work.
WHAT TAXJET AI DOES
Reads CRA letters
Identifies deadlines and requested information
Gathers supporting documents
Drafts response letters and reconciliations
USES
CRA letters
Client documents and records
PREPARES
Deadline and request list
Draft response letter
Reconciliations
Complete response package
YOUR REVIEW
You approve the package, and you submit it.
WORKS WITH
Documents on file
A complete package, well before the deadline.
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
THE PROBLEM
A CRA letter starts a clock, and assembling the response pulls staff off other work.
WHAT TAXJET AI DOES
Reads CRA letters
Identifies deadlines and requested information
Gathers supporting documents
Drafts response letters and reconciliations
USES
CRA letters
Client documents and records
PREPARES
Deadline and request list
Draft response letter
Reconciliations
Complete response package
YOUR REVIEW
You approve the package, and you submit it.
WORKS WITH
Documents on file
A complete package, well before the deadline.
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
05
Research and client knowledge
Research and client knowledge
Research and client knowledge
Know the rule, and know the client.
THE PROBLEM
Finding current guidance, and the authority behind it, takes hours.
WHAT TAXJET AI DOES
Answers accounting, tax, CRA, GST/HST and ASPE questions
Provides current guidance
Attaches supporting authoritative references
USES
Your question
Authoritative sources
PREPARES
An answer you can check
Supporting references
YOUR REVIEW
Open the reference and read it before you rely on the answer.
WORKS WITH
Income tax
CRA
GST/HST
ASPE
Answers you can verify.
Shareholder loan repaid after year-end
Research · Income tax
Source attached
The loan is not included in the shareholder’s income if it is repaid within one year after the end of the corporation’s taxation year in which it was made, and the repayment is not part of a series of loans and repayments. ¹
1 · INCOME TAX ACT, S. 15(2.6)
“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…”
Read the source before you rely on the answer.
Open source
THE PROBLEM
Finding current guidance, and the authority behind it, takes hours.
WHAT TAXJET AI DOES
Answers accounting, tax, CRA, GST/HST and ASPE questions
Provides current guidance
Attaches supporting authoritative references
USES
Your question
Authoritative sources
PREPARES
An answer you can check
Supporting references
YOUR REVIEW
Open the reference and read it before you rely on the answer.
WORKS WITH
Income tax
CRA
GST/HST
ASPE
Answers you can verify.
Shareholder loan repaid after year-end
Research · Income tax
Source attached
The loan is not included in the shareholder’s income if it is repaid within one year after the end of the corporation’s taxation year in which it was made, and the repayment is not part of a series of loans and repayments. ¹
1 · INCOME TAX ACT, S. 15(2.6)
“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…”
Read the source before you rely on the answer.
Open source
THE PROBLEM
Finding current guidance, and the authority behind it, takes hours.
WHAT TAXJET AI DOES
Answers accounting, tax, CRA, GST/HST and ASPE questions
Provides current guidance
Attaches supporting authoritative references
USES
Your question
Authoritative sources
PREPARES
An answer you can check
Supporting references
YOUR REVIEW
Open the reference and read it before you rely on the answer.
WORKS WITH
Income tax
CRA
GST/HST
ASPE
Answers you can verify.
Shareholder loan repaid after year-end
Research · Income tax
Source attached
The loan is not included in the shareholder’s income if it is repaid within one year after the end of the corporation’s taxation year in which it was made, and the repayment is not part of a series of loans and repayments. ¹
1 · INCOME TAX ACT, S. 15(2.6)
“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…”
Read the source before you rely on the answer.
Open source
THE PROBLEM
A client’s “what if” needs analysis of their situation, not a generic answer.
WHAT TAXJET AI DOES
Takes the specific client situation you describe
Returns tailored analysis
Sets out potential treatments and risks
Recommends next steps
USES
The client situation you describe
PREPARES
Tailored analysis
Potential treatments
Risks and next steps
YOUR REVIEW
You decide what to advise.
WORKS WITH
Research references
A structured starting point for advice.
Should the company buy the owner’s SUV?
Scenario · $68,000 vehicle, about 70% business use
Treatment 1
The company buys it. CCA may be capped under Class 10.1, and personal use creates a standby charge.
Treatment 2
The owner buys it and the company pays a reasonable per-kilometre allowance.
Risks
Business use has to be supported by a mileage log.
Next steps
Confirm expected business kilometres, then compare the after-tax cost of both.
ITA 6(1)(e)
ITA 6(2)
Class 10.1
THE PROBLEM
A client’s “what if” needs analysis of their situation, not a generic answer.
WHAT TAXJET AI DOES
Takes the specific client situation you describe
Returns tailored analysis
Sets out potential treatments and risks
Recommends next steps
USES
The client situation you describe
PREPARES
Tailored analysis
Potential treatments
Risks and next steps
YOUR REVIEW
You decide what to advise.
WORKS WITH
Research references
A structured starting point for advice.
Should the company buy the owner’s SUV?
Scenario · $68,000 vehicle, about 70% business use
Treatment 1
The company buys it. CCA may be capped under Class 10.1, and personal use creates a standby charge.
Treatment 2
The owner buys it and the company pays a reasonable per-kilometre allowance.
Risks
Business use has to be supported by a mileage log.
Next steps
Confirm expected business kilometres, then compare the after-tax cost of both.
ITA 6(1)(e)
ITA 6(2)
Class 10.1
THE PROBLEM
A client’s “what if” needs analysis of their situation, not a generic answer.
WHAT TAXJET AI DOES
Takes the specific client situation you describe
Returns tailored analysis
Sets out potential treatments and risks
Recommends next steps
USES
The client situation you describe
PREPARES
Tailored analysis
Potential treatments
Risks and next steps
YOUR REVIEW
You decide what to advise.
WORKS WITH
Research references
A structured starting point for advice.
Should the company buy the owner’s SUV?
Scenario · $68,000 vehicle, about 70% business use
Treatment 1
The company buys it. CCA may be capped under Class 10.1, and personal use creates a standby charge.
Treatment 2
The owner buys it and the company pays a reasonable per-kilometre allowance.
Risks
Business use has to be supported by a mileage log.
Next steps
Confirm expected business kilometres, then compare the after-tax cost of both.
ITA 6(1)(e)
ITA 6(2)
Class 10.1
THE PROBLEM
Client context is scattered across inboxes, call notes and phones.
WHAT TAXJET AI DOES
Tracks client phone calls, emails and text messages
Compiles a history for each client
Builds a client profile
USES
Phone calls
Emails
Text messages
PREPARES
Communication history
Client profile
YOUR REVIEW
Read the history before the next conversation.
WORKS WITH
Your client communications
Everyone on the file knows the story.
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
THE PROBLEM
Client context is scattered across inboxes, call notes and phones.
WHAT TAXJET AI DOES
Tracks client phone calls, emails and text messages
Compiles a history for each client
Builds a client profile
USES
Phone calls
Emails
Text messages
PREPARES
Communication history
Client profile
YOUR REVIEW
Read the history before the next conversation.
WORKS WITH
Your client communications
Everyone on the file knows the story.
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
THE PROBLEM
Client context is scattered across inboxes, call notes and phones.
WHAT TAXJET AI DOES
Tracks client phone calls, emails and text messages
Compiles a history for each client
Builds a client profile
USES
Phone calls
Emails
Text messages
PREPARES
Communication history
Client profile
YOUR REVIEW
Read the history before the next conversation.
WORKS WITH
Your client communications
Everyone on the file knows the story.
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
The interface
One chat for all of it.
One chat for all of it.
One chat for all of it.
Ask questions, upload documents and continue the conversation naturally. Every workflow above starts the same way.
Prepare the FY2025 year-end for Northstar Holdings
Prepare the FY2025 year-end for Northstar Holdings
Which slips is Julie Tremblay still missing?
Which slips is Julie Tremblay still missing?
Draft the response to Birchwood’s CRA letter
Draft the response to Birchwood’s CRA letter
Ask a question or upload documents
Ask a question or upload documents
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.
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.