Corporate tax balances

AI corporate tax balance review for Canadian CPAs

Roll forward GRIP, NERDTOH, ERDTOH, CDA, and AAII from a schedule export, with review flags on every input and the dividend amounts those balances support.

How it works

1. Step 1

   Upload the balances schedule

   Attach a CSV/XLSX with opening balances and current-year additions and reductions.

2. Step 2

   Balances roll forward

   GRIP, RDTOH, CDA, and related balances are computed with consistency checks.

3. Step 3

   Review the flags

   Get the roll-forward workbook, dividend planning inputs, and review flags on anything unusual.

What you get

• Balance roll-forward
• Dividend inputs
• Review flags

Frequently asked questions

Which balances are covered?

GRIP, NERDTOH, ERDTOH, CDA, AAII, losses, donations, installments, and balance owing — anything present in your schedule is rolled forward and checked.

Is the output generated by an LLM?

No. The workpaper numbers are computed by deterministic spreadsheet logic — the same inputs always produce the same outputs. AI is only used to route your request and explain the results, so every figure is traceable to source rows.

What happens to my uploaded file?

Files are processed to build your workpaper and stay attached to your private conversation. They are not used to train models.