Make the structure understandable
Keep the professional corporation, clinic company, management company, property company, and Holdco visible in one ownership-aware workspace.
TaxDesk for healthcare and professional groups
Keep every company behind the practice connected.
Maintain one clear Canadian tax record across professional corporations, clinic companies, management companies, property companies, and Holdcos—without losing the boundary around each entity.
Built for Canadian corporations Works with your external accountant
What this looks like
A practice can look simple from the waiting room while its tax work spans several companies, owners, programs, and advisors.
Benefits for your group
Keep the companies behind the practice from blurring together.
Make ownership, program-account settings, and corporate tax history clear as the practice and its owners change.
Give each company the tax profile it actually has
Record which company has GST/HST or payroll accounts and keep the filing frequency and remitter settings with that account.
Preserve ownership and tax-pool history
Keep ownership changes and effective dates with the CDA, RDTOH, GRIP, loss, and dividend information and supporting documents for each company.
Acquire a practice. Bring its tax history with it.
Upload the prior returns, notices, and supporting documents that arrive with an acquisition. TaxDesk shows the facts it finds beside their source documents for review, so the acquired companies enter the group with usable tax information.
Companies and ownership
The operating structure no longer lives in someone’s memory.
TaxDesk makes the relationships between the people and companies visible, then keeps the tax work attached to the correct entity. Internal administrators and external accountants work from the same tax information.
GroupOwners
01Professional Corp.
02Clinic Inc.
03Management Co.
04Property Holdco
Illustrative structure—not tax or legal advice.
The shared tax record
- Professional and clinic-company details
- Ownership and effective dates
- GST/HST and payroll settings
- CDA, RDTOH, and GRIP history
- Loss and dividend information
- Returns and supporting documents
Each item links to its company, tax period, filing or payment, and supporting document.
Inside TaxDesk
Move from the practice structure to the exact company.
See what needs attention across the organization, then open the company, filing, document, ownership record, or tax detail linked to each item.
Explore the producttaxdesk.ca · group tax workspace
A repeatable workflow
Keep the record stable while the practice changes.
Your accountant still prepares and files the returns. TaxDesk keeps the company’s tax information organized and usable.
- 01
Record who owns what
Map owners, professional corporations, operating companies, management companies, and holding companies with effective dates.
- 02
Connect the recurring work
Maintain the filing, payment, document, and review work that belongs to each entity and period.
- 03
Share the tax history
Give authorized staff and external advisors the same history of returns, changes, and supporting documents.
Who it is for
Especially useful when one person can no longer track the whole group.
- Dental and medical clinic groups
- Veterinary and pharmacy groups
- Professional practices with several corporations
- Practices working with external accountants
A clear boundary
TaxDesk organizes corporate tax records and work. It does not store patient charts, manage clinical operations, provide tax advice, or prepare returns.
Common questions
Know where TaxDesk fits.
Does TaxDesk store patient or clinical records?
No. TaxDesk is for the corporate tax record. It is not a patient-management or electronic medical record system.
Can it represent professional and management companies separately?
Yes. Each legal entity keeps its own profile, obligations, documents, and history while remaining connected to the wider group structure.
Does TaxDesk replace our accountant?
No. Your accountant continues to provide advice and prepare and file returns. TaxDesk gives the practice and its approved advisors one tax record to work from.
Request access
Give the whole group one ongoing tax record.
Tell us about your entities and the tax work you need to keep connected.