Your finance team
Coordinate deadlines, gather documents, arrange payments, and keep the company’s tax history complete.
Tax operations for finance teams
Corporate tax, under control.
Tax sits with you, alongside everything else in finance. Keep every entity, filing, payment, CRA document, and tax attribute in one place, so you know what’s due, what’s changed, and what your advisors need. Your external CPA and tax counsel still handle the technical work.
Built for Canadian corporate groups Keep your existing tax advisors
A group that grew one company at a time
Illustrative structure
- Ownership
- Intercompany activity
Holding companyParent Co.Your first corporationOwnershipDividends
Property companyPropertyCo Inc.Owns the premisesSch. 8 · UCCNoticesOwned by Parent Co. · 100%
Professional corporationProfessional Corp.Practitioner incomeCDA · GRIPOwned by Parent Co. · Owners
Acquired companyAcquisitionCo Inc.Bought this yearShort-year T2Loss poolOwned by Parent Co. · 100%
- PropertyCo Inc. → Opco Inc.lease
Finance team → TaxDesk → external advisors
You don’t need to be the tax expert to stay on top of tax.
TaxDesk gives your finance team the system around the tax work. Keep your existing CPA and tax counsel, with one shared record between you.
TaxDesk
Connect entities, filing and payment status, CRA documents, ownership, and dated tax balances in one workspace.
Your external advisors
Apply technical judgement, confirm tax positions and balances, and prepare and file returns with their usual tools.
Sound familiar?
Tax sits with you. These questions do too.
- 01
The CFO asks what’s due and what’s been paid.
Without a shared recordYou piece together Outlook reminders, a spreadsheet, and emails from your accountant. Filing a return and paying the balance are different tasks.
In TaxDeskSee each entity’s filing and payment dates, recorded status, and supporting evidence in one list. Follow up on the gaps with the right advisor.
- 02
Your accountant asks for last year’s file and this year’s changes.
Without a shared recordReturns are in last year’s folder, a CRA notice is in someone’s inbox, and ownership changes sit with the lawyer. You become the search engine.
In TaxDeskOpen the entity’s returns, notices, ownership history, and dated tax balances with their sources. Invited advisors work from that same record.
- 03
A controller or tax advisor moves on.
Without a shared recordThe next person inherits SharePoint folders and half a story. Nobody is sure which balances were confirmed or why something changed.
In TaxDeskThe company keeps its workspace, documents, dated balances, and change history. Invite the next person without rebuilding the tax record.
Why it gets complicated
The tax work grows faster than the group.
Every corporation is a separate taxpayer. Each new company adds a full set of obligations, and the connections between companies grow faster still.
Every company has its own obligations.
Each company files its own returns, holds its own CRA accounts, and gets its own CRA notices. None of it adds up on its own.
Corporate tax obligationsDeadlines don’t line up.
Year-ends, GST/HST schedules, and payroll schedules can differ from company to company. The group’s calendar is the sum of many separate ones.
Tax deadlines toolOwnership connects the companies.
Corporations under common control are generally associated, and they share one small business limit. Your accountant decides how to split it. The record should show every company involved.
Ownership and share classesHistory is the first thing lost.
Prior returns, notices, and balances are what the next advisor, lender, or buyer asks for. They’re also the hardest to find once the person who filed them has moved on.
Organizing tax across a groupThis is general information, not tax or legal advice. Ask your accountant how these rules apply to your group.
Inside TaxDesk · Filing and payment control
Know what’s due before someone asks.
Record each company’s CRA accounts and filing settings. TaxDesk turns them into a shared list of due dates, with filing status, payment outcomes, and the documents behind the work.
- T2, GST/HST, payroll, and other programs
- Upcoming and overdue work across the group
- Filing status and recorded payment outcomes
- 1Open, overdue, due-soon, and filed work, counted
- 2Search, or filter by entity and type
- 3Work grouped by entity
- 4A status on every filing
- 5Payments counted beside the filing, with the next due date
As the group grows
What the record holds at each stage.
What works for one company breaks quietly as you add more. Here’s what the shared record keeps in place at each step.
- 01
One company
A single corporation and an accountant.
- Company profile and CRA accounts
- Returns and CRA notices
- Filing and payment dates
- 02
A second company
A holding or property company joins.
- Ownership between the two
- Separate deadlines for each
- Documents kept with the right company
- 03
A group
Several companies, several advisors.
- One list of work across companies
- Tax balances with as-of dates
- Outside advisors in the same record
- 04
An acquisition
A company arrives with its own history.
- Prior returns, reviewed before they’re added
- Opening balances with their sources
- The new company placed in the structure
Inside TaxDesk · Dashboard
See what needs attention, in every company.
The dashboard counts companies, documents, and open work across the group. A priority list orders the work by due date and risk, and recent changes show who made them.
- Counts for the whole group
- A list ordered by due date and risk
- Recent changes, and who made them
- 1Overdue, upcoming, and review counts for the whole group
- 2Decisions that need review, collected in one place
- 3Upcoming and overdue obligations, with due dates
- 4Recent activity: uploads and status changes
What’s in the record
One record your company owns. Your advisors work in it.
Each company’s tax record stays separate, and ownership connects them. Your finance team owns the information and coordination. The outside accountants and tax counsel you invite work from the same sources and provide the technical judgement.
- Company profiles and CRA accounts
- Filing and payment due dates
- Ownership and share classes
- CDA, RDTOH, GRIP, and losses
- CRA notices and returns
- The source document behind each fact
Who does what
Coordination
YouYour finance team keeps information current, follows up on deadlines, and arranges payments.
TaxDeskTaxDesk keeps the due dates, recorded status, and supporting evidence together.
Technical tax work
YouYour CPA or tax counsel confirms positions and balances, advises, and prepares and files returns.
TaxDeskTaxDesk keeps the records they need accessible, with dated history and sources.
Company memory
YouYour company owns the workspace and chooses which people and advisors to invite.
TaxDeskThe record stays in place when staff or advisors change.
Who it is for
Several entities. A finance team. No tax department required.
- Controllers, Directors of Finance, VPs of Finance, and CFOs responsible for tax coordination
- Canadian companies with several related entities and no substantial internal tax department
- Finance teams working with an external CPA or tax counsel
- Real estate groups, franchise operators, professional groups, and family enterprises
What it doesn’t do
TaxDesk works best with several related Canadian corporations. It doesn’t prepare or file returns, connect to CRA, or replace bookkeeping and accounting software.
Free tools and guides
Run the numbers first.
Calculators and guides for groups like yours. They’re planning aids, not tax advice.
The controller’s tax coordination checklistWhat to track, what to ask for, and what to hand to your advisors.Organizing tax across a groupA practical structure for many related companies.Tax deadlines toolFiling and payment dates from a year-end.CDA, GRIP, RDTOH and lossesWhat the balances mean, and why their history matters.
Common questions
Know where TaxDesk fits.
Do I need to be a tax specialist to use TaxDesk?
No. TaxDesk is built for the coordination around tax: keeping entities, deadlines, documents, recorded payments, and tax balances organized. Controllers and finance leaders can keep that record current while their CPA or tax counsel handles technical judgement, preparation, and filing.
Is TaxDesk useful if we outsource our tax work?
Yes. Outsourcing preparation still leaves your finance team coordinating documents, payments, notices, and follow-ups. TaxDesk gives you and your invited advisors a shared record, while the company keeps its history when advisors change.
What is corporate tax management software?
It keeps a corporation’s tax records and recurring work in one place: company details, CRA accounts, filing and payment due dates, ownership, tax balances, notices, and documents. TaxDesk does this for Canadian groups with several related companies. It doesn’t prepare or file returns.
How do we manage taxes across several related companies?
Give each company its own record and connect them through ownership. TaxDesk turns each company’s settings into due dates and shows all of them in one view, so nothing depends on one spreadsheet or one person.
How is this different from accounting or bookkeeping software?
Accounting software records transactions. TaxDesk keeps the corporate tax record: what each company must file and pay, its returns and notices, its ownership, and its tax balances, with the documents behind them.
Can our outside accountant use the same record?
Yes. Invite your outside advisors to work from the same companies, deadlines, documents, and history as your team. If your advisor changes, the record stays with your company.
Can we bring in a company we just bought?
Yes. Upload its returns, notices, and agreements. TaxDesk links each fact it finds to its source, and anything that conflicts with your records waits for approval.
Does TaxDesk file returns or connect to CRA?
No. TaxDesk doesn’t connect to CRA. You and your accountant file the way you do today, and TaxDesk records the status, dates, and documents behind each filing.
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Stay on top of tax without building a tax department.
Tell us about your entities, your finance team, and how you work with your external advisors.