Match the tax record to the ownership map
Connect corporations, partnerships, Holdcos, and management companies, then open the exact company record behind each property.
TaxDesk for real estate groups
Every property company. One connected tax record.
Keep each property corporation, Holdco, management company, and partnership distinct while your team sees the tax work across the whole Canadian real estate group.
Built for Canadian corporations Works with your external accountant
What this looks like
The portfolio grew one property and one legal entity at a time. The tax record usually did not grow with it.
Benefits for your group
Know what sits behind every property.
Keep the ownership map, tax attributes, and source documents connected to the company that owns the property.
Keep CCA and losses with the company that earned them
See Schedule 8 UCC and CCA details and Schedule 4 loss information with the company, return, and supporting document they came from.
Acquire a property company. 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 your team does not have to start from blank records.
Find the history when a transaction begins
Pull together returns, notices, balances, ownership records, and supporting documents when the group refinances, reorganizes, or sells a company.
Companies and ownership
See the whole portfolio without combining separate companies.
TaxDesk connects the group while preserving the boundary around every corporation and partnership. Your team can move from the ownership structure to the exact notice, filing, or source document behind the work.
GroupFamily Holdco
01100 King Inc.
0242 Front Inc.
03Industrial LP
04Management Co.
Illustrative structure—not tax or legal advice.
The shared tax record
- Property and legal-entity details
- Ownership and effective dates
- Schedule 8 UCC and CCA details
- Schedule 4 loss information
- CRA notices and balances
- Returns and source documents
Each item links to its company, tax period, filing or payment, and supporting document.
Inside TaxDesk
Move from the portfolio to the exact property 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 tax record current as the portfolio changes.
Your accountant still prepares and files the returns. TaxDesk keeps the company’s tax information organized and usable.
- 01
Add the entity
Record the new property company, partnership, or management company in the existing group structure.
- 02
Connect the tax work
Keep its programs, filings, payments, documents, and CRA correspondence attached to the right legal entity.
- 03
Keep the history available
Keep prior returns, changes, and supporting documents available when staff or advisors change.
Who it is for
Especially useful when one person can no longer track the whole group.
- Privately owned real estate groups
- Property portfolios using separate corporations
- Groups with Holdcos, LPs, or management companies
- Finance teams coordinating external tax advisors
A clear boundary
TaxDesk is most useful when the group has several related entities and the company needs to own the ongoing tax record. It does not replace property-management, bookkeeping, or tax-preparation software.
Common questions
Know where TaxDesk fits.
Does TaxDesk manage properties or tenants?
No. TaxDesk organizes the corporate tax record around the entities that own and operate the properties. It does not manage leases, tenants, maintenance, or property accounting.
Can our external accountant use the same record?
Yes. Approved external advisors can work from the same company, obligation, document, and tax history that your internal team maintains.
Does TaxDesk prepare or file our returns?
No. Your accountant still prepares and files the returns. TaxDesk helps the company organize and track its tax records and work across the group.
Request access
Give the whole group one ongoing tax record.
Tell us about your entities and the tax work you need to keep connected.