For CPA firms

Before you file, or after. Cited to primary law.

CitedTax reads a return the way a senior technical reviewer would, then walks the Income Tax Act, the Regulations, the court decisions and the CRA's published positions as they stand today. Every finding comes back cited to the operative text and graded by how firmly that text supports it.

No license, no seats: $40 a request, bought one at a time or by the hundred. Credits never expire. Built for firms, not consumers; the reviewing CPA validates every item. T1, T2 with the Alberta AT1, T3 and T5013 packages.

9 states
with their full authority stack, plus federal law, Canada and the United Kingdom, kept apart by jurisdiction
3 checks
before a finding is graded VERIFIED: the key exists, the text supports the claim, the quote is in the text
Overnight
for a standard review, or about thirty minutes for a rush, review and planning modes in parallel
1 firm
per workspace: your data, your key, your branding
Two minutes

Watch how a firm uses it, end of day to the next morning.

  1. 01

    One file a day

    Before you leave, pick a client whose return you know well. One credit.

  2. 02

    Working papers by morning

    Every finding cited to primary law and graded by how firmly the text supports it.

  3. 03

    The client report under your name

    You decide what the client sees. Nothing goes out without you.

Watch the 51-second version · share the film

What you can run

One engine, one currency. Nine things a credit buys.

Every request is researched against the Income Tax Act, the Regulations, the courts and the CRA's published positions, and cited at the operative sentence. A credit is $40; each door states its cost. Eight of the nine need no return at all.

Return review

Live

Upload a filed or draft return. Working papers, engineering paper and a curated client report, every item cited and graded.

1 credit, 2 rush$40 overnight, $80 rush

Notice response

Live

Upload the notice. The engine reads it, pulls the return if your firm has run it, and drafts the cited response in your firm's name. Revisions included.

1 credit$40

Taxpayer relief request

Live

Relief from penalties and interest under subsection 220(3.1), with the grounds the CRA recognizes cited one by one.

1 credit$40

Research memo

Live

Ask a question about a client. The memo answers it with the fact-to-law chain and evidence grades, addressed to your firm.

1 credit$40

Multi-province and entity memo

Live

A matrix for a client changing provinces, or an entity-choice memo on a specific return. Review-sized research.

1 to 2 credits$40 to $80

Notice of objection

Live

Dispute an assessment or decision: the grounds, the deadline, the extension if late, collection held while it is open. Drafted in your firm's name.

1 credit$40

Voluntary disclosure

Live

A voluntary disclosure of unreported income or unfiled returns: the conditions, the years, the computation and the relief, drafted for filing.

1 credit$40

Advance ruling request

Live

A request for an advance income tax ruling in the format the Rulings Directorate requires: facts, proposed transactions, purposes, rulings requested, analysis, GAAR statement.

1 credit$40

Adjustment request

Live

A request to reassess earlier years in the client's favour: the adjustments line by line, the ten-year window where it applies, refund interest.

1 credit$40

Included with a review

Free
  • Client cover letter and "why we recommend amending" letter
  • Engagement letter
  • T1 adjustment or amended T2 explanation
  • Client planning questionnaire
How the letters work
Sample papers

Read the deliverables before you talk to us.

How it works

Retrieval-grounded research with a hard citation gate, not a chat window.

A model may only assert what a passage of primary law, retrieved and shown to it, actually supports. The return itself is the last check.
  1. 01

    Intake and de-identification

    The PDF is read as filed; identifiers are replaced with placeholders before any text reaches a model.

  2. 02

    Enumeration walk

    A systematic walk of the return by entity type, with the credit-recovery, state and multistate walks where they apply.

  3. 03

    Retrieval against primary authority

    Each candidate becomes a legal question run against the index of Code, regulations, guidance, cases and state stacks.

  4. 04

    Grounding and the citation gate

    The citation key must exist, the engine must read the cited text and confirm it supports the claim as written, and the quote it relies on must be in that text.

  5. 05

    Engineering Mode

    Candidate structures triaged against the actual numbers, then engineered move by move with deadlines and interactions.

  6. 06

    Cross-check, grade and record

    Every material item is tested against the return package itself; contradicted items are withheld by name. The papers end with a diligence record of what was retrieved, relied on and rejected.

The full pipeline, stage by stage, and the evidence grades · what this means under Circular 230

In your firm

Where it fits in a practice.

Upload, review, curate, send. Nothing leaves your control. Six places firms put the review to work on the first day. Open any of them for a working example; the four steps and the overnight habit are on the review page.
Pricing

Pay per request. Nothing else.

A credit is $40. Buy as many as you need, from one upward, whenever you need them. No license fee, no subscription, no per-user fee, and credits never expire.
One credit
$40
Return review (overnight / rush)1 / 2
Notice response1
Taxpayer relief request1
Research memo1
Multi-province and entity memo1 to 2
Notice of objection1
Voluntary disclosure1
Advance ruling request1
Adjustment request1
Five letters from a finished review0

Prices in US dollars; Canadian firms are billed in USD. A request that fails on our side returns its credits automatically.

Any quantity

Type the number of credits you want, from 1 to 2,500. The price per credit is the same at every quantity.

Card or bank

Card, or instant bank payment where offered, for purchases up to $5,000, with the credits available at once. Larger purchases are paid by ACH debit from a US bank account. An invoice is issued for every purchase.

Never expire

Buy in October and use the last credit whenever you need it. No monthly reset, no use-it-or-lose-it.

Everyone in the firm

Unlimited users in one workspace, white-label client reports, the curation screen and the activity log, all included.

Full pricing and what each request includes

Questions CPAs ask

Three answers, plainly.

What is a credit, and what does it cost?
A credit is $40 and is the only currency on the platform. An overnight return review is 1 credit, a rush review is 2, a notice response, penalty abatement request or research memo is 1, and a multi-state or entity-choice memo is 1 to 2 depending on size. Every request shows its cost before you submit it.
How do I know a finding is real?
Open the authority; the papers give you the citation key and the exact claim it supports. Read the fact-to-law chain and the line that names what you must validate. Check the evidence grade: VERIFIED means the citation exists, the engine read the cited text and confirmed it supports the claim as written, and the sentence it quotes is in that text; CPA TO CONFIRM means the analysis stands but the best citation retrieved is secondary or could not be machine-confirmed.
Is this tax advice? Who is responsible?
It is research and drafting for a licensed professional. You validate, you decide, you sign. The terms place professional judgment with the reviewing professional and describe CitedTax as a service provider assisting the firm; CitedTax never speaks to your client.

All 34 questions · decode a notice · security and data handling

Start here

Bring us a return you know well, or a notice that is due.

The fastest way to evaluate CitedTax is to run it on a return whose facts you already know cold, then read the papers with a red pen. The second fastest is thirty minutes on a screen share with one set of working papers.

Questions, a walkthrough, anything at all: hello@citedtax.com. A person replies.

Request a walkthrough

A screen-share through one set of working papers, page by page: grades, proof chains, the withheld list. Bring a return you know well and the second conversation is about your clients, not our slides.

Thirty minutes, on a screen share, with one set of working papers. No booking tool; a person replies.