Renshi CodaraFlow gives your team a structured way to prepare reorganization step letters using the steps, wording and review process your firm controls. Preparers build the file. Partners review the tax decisions instead of the assembly.
A reorganization changes shape while it is being prepared. A step is inserted, a share class is renamed, a price is revised, and every one of those used to mean redrawing the charts, rebuilding the registers and reading the letter against its own schedules again. That is the rework that overruns the fee, and it is the firm’s own time to recover.
The ending share register derives from the steps themselves, and the before-and-after charts are drawn from that register, so a change made in week three is entered once rather than carried by hand through every appendix.
The letter, the registers and the tables are built from one set of facts, so the mismatch that sends a file back from review is not something the preparer has to go looking for.
T2057 data is produced per corporation for import into tax software, so the election is not typed a second time from the letter.
Before-and-after organization charts, share-exchange tables and the registers come out with the letter, in editable form, rather than being assembled afterwards in another program.
The section 85 consideration and the safe income behind a purification are built-in calculations that write into the letter.
A butterfly, freeze, pipeline or purification should not depend on finding the person who remembers how the firm did the last one.
CodaraFlow keeps the firm’s step sequences, required letter sections and standard wording in presets the firm controls. Preparers start with the firm’s established process instead of reconstructing it file by file.
Reorganization files create work that does not require senior tax judgment: rebuilding registers, drawing charts, assembling election tables and reconciling schedules against the letter.
CodaraFlow derives those pieces from the same client facts and identifies missing information before review. The reviewer spends more time on the tax position and less time checking the assembly.
A letter that disagrees with its own schedules is an exposure with the firm’s name on it. Here the step letter, share registers, ending shareholdings, organization charts and election tables are built from the same information, so they cannot drift apart.
Change a fact once and the affected outputs change with it. Review is recorded in two passes, and a later change clears the sign-off it affects so it is reviewed again.
The finished file produces an editable Word step letter on the firm’s letterhead, before-and-after organization charts in the letter and as editable PowerPoint, and T2057 data ready to import into tax software.
One preparation process. One review process. One finished reorganization package.
The safe income calculation remains with the client file. Once confirmed, the amount flows into the applicable dividend step.
Enter the 85(1) rollover’s parties and figures, and the step title, election tables and corresponding letter wording follow from the fields.
Shorten a corporate name once and the abbreviation carries through the steps, letter and exported document.
The opening share register is established, transactions are applied through the reorganization, and the ending shareholdings are derived automatically.
Before-and-after organization charts are generated from the ownership information already used in the reorganization.
Checks identify missing information and inconsistencies before export, and the two-pass sign-off records the review performed.
A working demo account to build a complete step letter on a real file and export the result.
Everything is computed from the facts you enter and assembled from your firm’s approved wording.
Editable Word documents on your letterhead. Monthly pricing, no long-term contracts.