Prep Requests
All Prep Requests
127 active| Client / Family | Status | Tax Year | Due Date | Members | |
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Draft | 2025 | Apr 30, 2026 | 4 members | |
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In Preparation | 2025 | Apr 30, 2026 | 1 member | |
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Completed | 2025 | Apr 30, 2026 | T1 • 3 | |
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In Preparation | 2025 | Jun 30, 2026 | T2 | |
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Completed | 2025 | Jun 30, 2026 | T2 | |
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Needs Review | 2025 | Apr 30, 2026 | T1 |
Click the Patel Family row to continue
Create Family Prep Request
Raj Patel
Primary • T1 with T4, T5, RRSP
Priya Patel
T1 with T4, Medical expenses
Ananya Patel
T1 with T2202 (tuition)
Arjun Patel
T1 with T4 (part-time job)
Connected
Family uploaded 12 documents • Auto-grouping enabled
Patel Family Documents
T1 Personal • Tax Year 2025 • 4 family members
| Document | Assigned To | AI Label | Confidence | Status |
|---|
Manual sorting: 25-30 minutes
Patel Family
Extracting data from 12 documents
Classify
Complete
Extract
In progress...
Map to T1
Waiting
Processing Log
Review Flagged Items
Patel Family • 3 items need attention
E-TRANSFER — $2,400
Monthly payment from "RK Holdings" - need to confirm if this is rental income or business income.
"That's rental income from a basement suite at our property on 123 Oak St."
RIVER ROCK CASINO — $1,250
Gambling expense detected. Non-deductible under CRA rules.
T2202 TUITION — $8,500
Ananya's tuition can be transferred to Raj (higher tax bracket) for $1,870 additional refund.
All Items Resolved!
Ready to generate deliverables
Deliverables
Patel Family • 4 T1 Returns Ready
Tax Software Import
All 4 T1s with family optimizations applied
Family Refund Summary
Patel Family Complete
4 T1 returns ready for review
12
Documents
4
Returns
$5,872
Refund
45 min
Saved
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