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Review-ready T2 preparation, guided by AI

Your corporation's T2, prepared the way an owner actually can.

CRA forms assume you already know the workflow. OPTAX turns your records into a review-ready T2 package, flags what's missing, and keeps CPA review optional.

Start T2 PreparationSee how it works ›
OPTAX T2 wizard Financials step: the stepper above Total Revenue, Total Expenses, Net Income, and Estimated Tax Payable cards and a GIFI code summary.Records organizedReview-ready package
  1. Records
    • Bank activity
    • Receipts
    • Statements
  2. GIFI mapped
    • GIFI 8000 Revenue
    • GIFI 9368 Expenses
    • GIFI 9970 Net income
  3. Review

    “Is this expense business-only?”

    Needs reviewOwner confirms
  4. Package
    Review-ready T2 package
How it works

From your records to a review-ready T2 package

In your first session, OPTAX shows what's ready, what's missing, and how close you are to a complete T2 return — no tax background needed.

1

Records in

Add your bank statements, receipts, and last year’s return.

  • Bank statementsFrom your bankAdded
  • Receipts & invoicesPhotos or files you uploadAdded
  • Last year's returnOne detail to confirmNeeds answer
Your records, gathered in one place.
2

AI reviews & asks

OPTAX maps your records to GIFI codes, runs readiness checks, and flags the blockers owners usually miss.

We'll ask when something's unclear
  • Is this $4,200 transfer a shareholder loan or salary?Needs answer
  • Once you answer, it's sorted.Resolved
Simplified product visual. Not a CRA page.
3

Review-ready T2 package

Export a review-ready T2 package. You or your authorized representative review it and self-file through CRA channels.

T2 packageReady for owner review
  • Your T2 return + schedules
  • Notes for your review

BoundaryDirect CRA e-filing is in testing — not yet available in the standard product flow.

Why OPTAX

Why owners get stuck — and where OPTAX fits

01

CRA forms and My Business Account are filing channels, not a guided way to prepare the return.

02

A CPA is worth it for complex files — but costly and hard to book for a simple T2.

03

Bookkeeping software records transactions; it still doesn't produce a T2 package.

OPTAX is the guided middle: owner-led T2 preparation with readiness checks and optional CPA review.

Security & control

You can see what happens to your records

See the data boundary, human review, and CRA self-file line.

Read security
  1. Data boundary: records stay in your account.
  2. Human review: you confirm before output.
  3. Direct CRA e-filing is in testing; the standard flow prepares a review-ready package first.
  4. Audit readback: records and rationale stay reviewable.
  5. No public training: your content never trains models.
Pricing

Pick the plan that fits your return

Pick Lite or Professional by the return you need.

View pricing
↑ Review depth→ Filing complexity

  • Lite

    Prepare one corporation's T2 yourself — guided end to end.

    Best for an owner-led, single straightforward return.

  • Professional

    Deeper review for multiple entities, with CPA collaboration.

    Best when returns get complex or a CPA reviews with you.

See where your T2 actually stands

Start T2 Preparation