Corp T2 due in June. Monthly GST due on the 30th. Payroll remittances, WSIB premiums, CRA authorizations — your firm manages dozens of filing types with different deadlines, frequencies, and rules. MyCPACRM tracks them all with auto-calculated deadlines and customizable workflow stages.
Filing Types
11 filing types, each with type-specific deadlines, frequencies, and rules.
How It Works
Check which filing types each client needs. Deadlines auto-calculate from fiscal year ends and filing frequencies.
Each filing moves through customizable stages. Default pipeline: Not Started → Waiting for Docs → In Progress → Under Review → Filed.
Auto-calculated deadlines, overdue alerts, urgency buckets on the dashboard. The system watches every deadline so you don't have to.
Feature Deep Dive
Every aspect of tax filing management, designed for the way Canadian CPA firms actually work.
Corp T2, GST/HST, Payroll, WSIB, OBR, CanCorp, Personal T1, CRA Payment, T3 Trust, T5013 Partnership, EHT. Each with specific rules.
Deadlines compute from fiscal year ends and CRA rules. Monthly GST = 12 deadlines/year. Annual T2 = one deadline, 6 months after year-end.
Any fiscal year end: March 31, June 30, December 31, or custom. Monthly, quarterly, and annual frequencies. Multi-period tracking.
Define your own pipeline stages with custom names, colors, and order. Status changes are logged. Optional auto-emails on stage transitions.
Track CRA authorization forms per client. Link to signature requests for electronic signing. Know which clients have current authorizations.
A bird's-eye view of every client and every service they're subscribed to. See gaps at a glance. Bulk-enable services across multiple clients.
Each filing has a full detail view: status, stage, assigned staff, deadline, confirmation number, payment status, documents, notes, and complete history.
Track amounts owing, amounts paid, payment deadlines, and payment status. Payment reminders for clients with outstanding balances.
Deadline Timeline
Fiscal Year End: December 31 • 3 Active Services
Every deadline for every client, calculated automatically.
11 filing types, auto-calculated deadlines, customizable workflow stages, and CRA authorization tracking. Request a demo and see how MyCPACRM keeps your firm ahead of every deadline.
Frequently Asked
T1 (personal income tax with instalments), T2 (corporate — CCPC, public, professional corporation), T3 (trust), T4/T4A (payroll, contractor), T5 (investment income), GST/HST (monthly/quarterly/annual), payroll remittance, WSIB (Ontario), EHT, MRQ (Quebec), OBR/provincial corporate annual returns. Custom filing types supported.
Deadlines auto-calculate from each client's year-end date and filing frequency, following CRA's actual rules — not approximations. Example: T2 corporate filings are due 6 months after year-end; balance owing due 2 months (or 3 for CCPCs claiming small business deduction). MyCPACRM tracks both, separately.
Yes. The T1 Tracker module is purpose-built for personal tax season — separate workflow board, deadline-driven prioritization, family group linkage, T183 e-signature integration, document collection per spouse/dependent, instalment tracking, and CRA Represent a Client status. Designed for the volume and pace of T1 season specifically.
No. MyCPACRM is a practice management platform, not a tax-preparation engine. It manages workflow, deadlines, communications, and documents around tax preparation. The actual return is prepared and filed through dedicated tax-prep software (ProFile, TaxCycle, CCH iFirm).
Yes. Custom filing types are supported with configurable deadline rules, reminder schedules, and required documents. Example custom types: business plan reviews, CFO advisory engagements, audit preparation. Treated identically to built-in filing types in the workflow.