Tax boundary
Tax Disclaimer
The current OPTAX boundary: Financial Center software for evidence-backed readbacks and review-ready materials, not a licensed firm or CRA representative. CRA submission remains a separate user-controlled step.
Important Notice
OPTAX is an AI-powered Financial Center for owner-managed companies. In Canada, it helps organize records, classify transactions, surface evidence-backed readbacks and review prompts, and generate T2 preparation materials for your review.
OPTAX is not a licensed CPA firm, accounting firm, law firm, tax preparer, or CRA representative, and does not submit the return.
No Professional Advice
Nothing in the service constitutes legal, tax, accounting, audit, or investment advice. AI outputs, explanations, classifications, review prompts, OCR results, and draft preparation materials can be incomplete, outdated, or wrong. You remain responsible for review before relying on any output.
Current CRA Filing Boundary
- OPTAX currently generates a T2 PDF preparation package for manual review.
- You or your authorized representative remain responsible for filing with the CRA.
- CRA submission remains a separate user-controlled step in the current standard flow.
- Direct CRA submission is not included in the current OPTAX service.
Your Responsibilities
- Provide complete and accurate company, transaction, and tax-year data.
- Review every generated report, form, classification, and calculation.
- Decide whether and when the preparation package is ready for a separate CRA filing channel.
- Keep CRA confirmations, notices, and supporting records.
- Consult a licensed CPA, accountant, or tax lawyer for complex or high-risk matters.
Contact
Questions about this disclaimer can be sent to [email protected].