It's February. You've got 180 personal returns due April 30. Some clients haven't sent their documents. Some returns are in progress. Some are waiting for review. The T1 Tracker gives you a single view of every personal return so nothing falls through the cracks.
Visual Preview
| Client | Status |
|---|---|
| Sarah Thompson | Filed |
| James Patel | In Progress |
| Linda Chen | Waiting for Docs |
| Robert Garcia | Under Review |
| David Wong OVERDUE | In Progress |
| Maria Kowalski | Not Started |
Every personal return, every status, every deadline — one view.
How It Works
When you add personal clients (directly or via ClientLink from business clients), T1 filings are created automatically with the April 30 deadline.
Status, assigned staff, documents received, notes, collaboration threads. Filter by status, assignee, or search by name. Sort by deadline urgency.
Update status as returns move through stages. Record confirmation numbers. The dashboard reflects progress in real time.
Feature Deep Dive
Every feature designed to keep your firm on top of the busiest time of year.
A purpose-built page just for personal tax returns. Not buried in the general workflow — front and center during tax season.
Personal clients linked from business clients (shareholders, directors, spouses) appear automatically. T1 filings created from the relationships.
See how many documents each client has submitted vs. what's needed. "3 of 7 received" at a glance. Request missing docs with one click.
Not Started → Waiting for Docs → In Progress → Under Review → Filed. Color-coded status badges. Filter to see only what needs attention.
Add notes directly from the tracker. Collaboration threads surface here too. The latest note shows inline — no need to open the filing.
Overdue T1s are highlighted in the main dashboard's urgency buckets. The firm owner sees the big picture without opening the tracker.
The Deadline That Matters
68
returns in progress
35
waiting for documents
35
not started
The T1 Tracker keeps your entire team focused on what matters most during the busiest time of year.
180 returns, one deadline, zero surprises. See how the T1 Tracker keeps your firm ahead of April 30.