Collect and reconcile.
Intake agents would identify required records, document agents would extract draft facts, and reconciliation agents would flag missing information and differences for resolution.
Your corporate tax workflow.
From intake to filing.
JAN AI is being built to coordinate corporate tax work from client intake and document collection through reconciliation, preparation, review, and filing. Specialized agents carry the file forward, with your accounting team approving the final return.
Limited beta · Access by invitation
PLANNED AGENT WORKFLOW
Intake and reconciliation
Confirm the company and reporting period, gather requested documents, extract draft facts, and resolve missing or conflicting records.
Research and preparation
Research corporate tax treatment and planning options, then prepare draft return information and supporting schedules with source references.
Review, approval, and filing
Check the preparation package, resolve exceptions, and obtain final professional approval before an authorized filing step.
Illustrative workflow
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
One connected workflow for the corporate tax file.
Financial statements, supporting schedules, tax research, and open questions belong together. Our planned workflow connects each stage so your team can review the work with its evidence, without rebuilding the file at every handoff.
Research and prepare.
Tax agents would research relevant guidance, assess planning options, and prepare draft calculations, schedules, and working papers for professional review.
Review before filing.
Review agents would check consistency and surface unresolved questions. Your accounting team would verify the final return and authorize filing.
YOUR DEDICATED ASSISTANT Planned
Company context throughout the workflow.
The intended workflow keeps company records, reporting periods, research, and review notes connected. Corporate agents, calculations, return preparation, and filing are planned and are not available in the current beta.
SPECIALIZED AI AGENTS Planned
A focused task.
A useful handoff.
Choose specialist support for the preparation your workflow needs. The dedicated assistant connects relevant case context; each agent returns evidence and open questions for your team to inspect.
Agent concept
Document Extraction Agent
Turn document contents into structured facts, keeping a link to the original evidence and flagging uncertain readings.
INPUTReceipts, invoices and tax slipsDRAFT OUTPUTDocument facts + source references
Agent concept
Tax Research Agent
Find relevant official guidance using the case context, with citations and assumptions for professional review.
INPUTA question + relevant case factsDRAFT OUTPUTCited explanation + assumptions
Evidence travels with the work. People make the final decisions.
HOW IT COMES TOGETHER
Collect. Delegate. Review.
Bring the records together, delegate the preparation, and review the results. Your agents carry the context forward, helping your team avoid repeating work.
- 01
Intake and reconciliation
Confirm the company and reporting period, gather requested documents, extract draft facts, and resolve missing or conflicting records.
- 02
Research and preparation
Research corporate tax treatment and planning options, then prepare draft return information and supporting schedules with source references.
- 03
Review, approval, and filing
Check the preparation package, resolve exceptions, and obtain final professional approval before an authorized filing step.
BUILT WITH INTENTION
AI prepares.
Your team decides.
Get help with the preparation without handing over important decisions. Your team reviews the evidence, resolves open questions, and approves what goes out.
Extraction and AI assistance are planned, not available in the current beta. Testing uses fictional information only.
A FEW THINGS TO KNOW
Clarity, before you begin.
Can I prepare or file a corporate return today?
No. The corporate workflow described here is planned. Corporate intake, return calculations, preparation, and filing are not available in the current beta.
Who approves the return?
Your accounting firm or authorized professional reviews the evidence, resolves open questions, and approves the final return before filing. Agent review does not replace professional approval.
How is this different from the Corporations solution?
Corporate Tax describes the product workflow. The Corporations solution explains how that workflow is intended to support company owners, finance teams, and their accounting firms.
How do Corporate Tax, Sales Tax and Personal Tax differ?
Corporate Tax is the planned income tax workflow for incorporated companies. Sales Tax organizes GST/HST and QST accounts and reporting periods. Personal Tax covers individual income tax, including sole proprietor income. A company may have both corporate income tax and sales tax obligations, with separate records and review.
THE NEXT CHAPTER
Delegate the busywork. Get time back.
Be part of what comes next. Join the waitlist for JAN AI updates and future access.