Automate annual T1 personal tax workflows

Tax managers and firm owners can automate T1 personal tax season — dispatching tax organizers, tracking slip collection, managing prep and review pipeline stages, submitting CRA EFILE, and billing client tax fees.

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Example real-life T1 personal tax pipeline stages

[ Stage 1: Slip Collection ] ──► [ Stage 2: Tax Return Prep ] ──► [ Stage 3: Senior Review ]
              │                               │                              │
      Auto-email client for           Auto-generate T1 prep           Auto-create manager
      T4/T5/RRSP slips                checklist tasks                 audit signoff task
                                              │
                                      (Auto-move on task completion)
                                              │
[ Stage 6: Completed & Filed ] ◄── [ Stage 5: CRA EFILE ] ◄────── [ Stage 4: Client E-Sign ]
              │                               │                              │
      Auto-email confirmation         Auto-generate billing          Auto-email T183 form
      & tax fee receipt               invoice & EFILE task           to client for signature

Stage 1: Slip collection (entry stage)

• Goal: Collect T4, T5, T3, RRSP contribution receipts, and medical expense documents for the tax year.
• Automations:
  • Email: Automatically emails the client requesting tax slips (T1 Tax Season Slip Request).
  • Task: Automatically creates intake task Collect Annual T1 Slips & Receipts.

Stage 2: Tax return preparation

• Goal: Tax preparer inputs slips, calculates deductions, and computes net tax payable or refund.
• Automations:
  • Task: Automatically creates prep tasks: Input Slips & Credits, Calculate Medical & Donation Deductions, Review Spousal Optimization.
  • Auto-move: On. Advances job to Stage 3 once prep tasks are completed.

Stage 3: Senior review

• Goal: Senior tax reviewer audits return and verifies working papers.
• Automations:
  • Task: Automatically creates manager review task Senior Tax Review Signoff.

Stage 4: Client e-sign (Form T183)

• Goal: Deliver T1 summary and CRA Form T183 to client for signature.
• Automations:
  • Email: Automatically emails return summary and Form T183 to client (T1 Return Ready for Client Signature).

Stage 5: CRA EFILE submission

• Goal: Electronically transmit T1 return to CRA via EFILE and bill tax fee.
• Automations:
  • Task: Automatically creates filing task EFILE T1 Return to CRA & Log Confirmation Code.
  • Invoice: Automatically generates T1 personal tax filing fee invoice (Invoice).

Stage 6: Completed & filed

• Goal: Deliver final CRA confirmation receipt and archive completed job.
• Automations:
  • Email: Automatically emails CRA confirmation receipt to client.