TaxJet AI

Good afternoon, Eman

What should we prepare today?

Prepare a year-end fileMappings, entries, lead sheets, schedules Prepare T2 return dataFrom an approved year-end Prepare T1 return dataSlips, credits, carryforwards Reconcile an accountMatch, categorize, propose entries Answer a CRA letterDeadline, requests, draft response Research a questionAnswers with the source attached

2/4Get startedFour steps to your first approved file.

Connect your softwareCaseWare, Taxprep or Cantax Add your first clientA company or a person Upload documentsTaxJet AI reads and files them Review your first fileSee flags, sources and approval

Waiting for you

View all

Northstar Holdings Inc. · Year-end filePrepared today · 4 items need youReady for review Northstar Holdings Inc. · Tax planningFound Sep 18 · 1 opportunity for your assessmentReady for review Maple & Main Bakery Ltd. · BookkeepingPrepared 2 days ago · 1 item needs youReady for review

In progress

Lakeshore Dental Corp.Year-end file · Building lead sheets62%

Daniel OkaforT1 return data · Reading receipts34%

Deadlines

NHYear-end file reviewNorthstar Holdings Inc.Sep 26 BLCRA response dueBirchwood Ltd.Due Oct 8 LDYear-end fileLakeshore Dental Corp.Oct 15

Nothing is transferred, posted or submitted before approval. TaxJet AI can make mistakes, so check figures against their source. It doesn’t provide tax, accounting or legal advice.

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