Leads you through the process of identifying the tax filing requirements for your business including specific forms required for each entity, filing jurisdictions, and filing deadlines. We will build you a calendar for tracking and exporting individual tasks into your Outlook®-based calendar.
- Simplify the compliance process. Implementing Excel®-based templates with a data upload feature reduces data entry and review time once the return is prepared.
- Reduce workload. Our toolkits manage T5, NR4, T5018, and T5013 information and can be uploaded directly into leading tax preparation software.
- Ease compliance burden. We have additional standalone tools for tracking your capital dividend account balances, LRIP and GRIP balances and completing your contemporaneous documentation.
- The Tax Compliance Profile. Identifies your reporting requirements and filing deadlines
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