Prep Requests

Step 1 of 7

All Prep Requests

127 active
Client / Family Status Tax Year Due Date Members
Patel Family
Draft 2025 Apr 30, 2026 4 members
Sarah Mitchell
In Preparation 2025 Apr 30, 2026 1 member
Wong Family
Completed 2025 Apr 30, 2026 T1 • 3
Westside Dental Corp
In Preparation 2025 Jun 30, 2026 T2
North Shore Construction Ltd
Completed 2025 Jun 30, 2026 T2
Michael Thompson
Needs Review 2025 Apr 30, 2026 T1
Showing 5 of 127 active engagements • Tax Season 2026

Click the Patel Family row to continue

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Raj Patel

Primary • T1 with T4, T5, RRSP

Spouse 1

Priya Patel

T1 with T4, Medical expenses

Spouse 2

Ananya Patel

T1 with T2202 (tuition)

Dependent

Arjun Patel

T1 with T4 (part-time job)

Dependent

Connected

Family uploaded 12 documents • Auto-grouping enabled

Patel Family Documents

T1 Personal • Tax Year 2025 • 4 family members

Classifying & Grouping
All Documents (12)
Raj
Priya
Ananya
Arjun
Document Assigned To AI Label Confidence Status

Processing documents...

Manual sorting: 25-30 minutes

Patel Family

Extracting data from 12 documents

Processing

Classify

Complete

Extract

In progress...

Map to T1

Waiting

Processing Log

Documents classified and grouped by family member

Review Flagged Items

Patel Family • 3 items need attention

3 items
Missing Information • Raj Patel

E-TRANSFER — $2,400

Monthly payment from "RK Holdings" - need to confirm if this is rental income or business income.

Audit Risk • Raj Patel

RIVER ROCK CASINO — $1,250

Gambling expense detected. Non-deductible under CRA rules.

CRA flags gambling deductions for review
Optimization Found • Ananya Patel

T2202 TUITION — $8,500

Ananya's tuition can be transferred to Raj (higher tax bracket) for $1,870 additional refund.

Deliverables

Patel Family • 4 T1 Returns Ready

Ready to Download

Tax Software Import

All 4 T1s with family optimizations applied

Ready
Spousal credits optimized Tuition transferred Medical expenses pooled

Family Refund Summary

Raj Patel
$3,245
Priya Patel
$1,890
Ananya Patel
$425
Arjun Patel
$312
Total Family Refund $5,872

Patel Family Complete

4 T1 returns ready for review

12

Documents

4

Returns

$5,872

Refund

45 min

Saved

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