TAXMIUM
TAXMIUM
TAXMIUM

Dashboard

TAXMIUM0%Readiness

Tax Readiness

Almost ready to file

+4% from last month
Docs Received:126
Verified:119
Review:4
Missing:7
Unmatched Transactions:3
Workpapers Completed72%
Return Prepared68%

Est. Liability

$12,847

Calculated

Evidence

Strong

94.4% verified

126

Documents Processed

+12 this week

119

Evidence Verified

94.4% rate

4

Items Need Review

-2 from yesterday

3

Active Returns

1 ready to file

Recent Activity
Live

T4 slip processed from TAXMIUM Capture

2 min ago

•TAXMIUM Capture

Invoice uploaded via TAXMIUM WhatsApp

15 min ago

•TAXMIUM WhatsApp

Bank statement reconciled

1 hour ago

Missing T5 detected

2 hours ago

Evidence package created

3 hours ago

Event Stream
7 events
source.received

T4 slip received from TAXMIUM Capture

2 min ago

document.classified

T4 slip classified as employment income

2 min ago

evidence.created

Evidence package created for T4 income

3 min ago

tax.treatment.assigned

Employment income treatment assigned per ITA 5(1)

3 min ago

workpaper.updated

Workpaper updated with T4 amounts

4 min ago

evidence.missing

T5 slip missing — expected from RBC Investments

5 min ago

readiness.updated

Tax readiness score updated to 84%

5 min ago

Risk Alerts
2 high-priority items require attention
High Priority

Meals and entertainment expense increased by 184%

Supporting documents are incomplete. Review 17 transactions before filing. TAXMIUM has flagged this as a potential audit trigger.

High Priority

T5 slip not received from RBC Investments

TAXMIUM has detected an expected T5 that has not yet been received. This may delay your return preparation.

Medium

Foreign income reporting incomplete

TAXMIUM has identified potential foreign income sources that require additional documentation.

Readiness Breakdown
4 of 8 items fully complete
Income Records
Complete
Expense Records
Complete
Tax Slips
14 of 15
Bank Reconciliation
Passed
GST Reconciliation
Passed
Foreign Assets
Review Required
Consent
Pending
Signature
Pending
Missing Evidence
TAXMIUM has detected 3 items

Vehicle mileage record missing for auto expense

TAXMIUM requires a mileage log to support the $4,200 auto expense claim. Request from taxpayer via WhatsApp.

Urgent

T5 slip not received from RBC

TAXMIUM has detected an expected T5 slip from RBC Investments that has not yet been received for the 2024 tax year.

Urgent

Home office measurement needed

TAXMIUM needs the square footage of your home office to calculate the workspace-in-the-home deduction.

Needed
TAXMIUM WhatsApp
Recent interactions

Mileage request sent to taxpayer

5 min ago

delivered

Receipt received and verified

22 min ago

verified

T5 slip reminder sent to RBC

1 hour ago

delivered

Home office photo received

2 hours ago

pending
TAXMIUMTAXMIUM WhatsApp Bot

2

Sent

2

Received

1

Pending

TAXMIUM Event Flow
Source → Document → Evidence → Treatment → Workpaper → Readiness
Live

source.received

document.classified

evidence.created

tax.treatment.assigned

workpaper.updated

evidence.missing

readiness.updated