Built for Canadian small corporations
See the filing-preparation situations OPTAX is designed to support before you create a workspace.
Where OPTAX creates evidence
Records become reviewable
Uploads, bank activity, and transaction categories stay connected to the filing package.
Blockers are visible before generation
Readiness checks surface missing inputs and mapping questions while the owner can still fix them.
The package has a clear boundary
OPTAX prepares review-ready T2 materials; the corporation or authorized representative still files through CRA channels.
Common T2 preparation situations
OPTAX is designed for owner-led preparation where records, readiness checks, and package boundaries need to stay visible.
E-commerce & Retail
Group sales, deposits, fees, and expense records for T2 preparation review.
Tech & Consulting
Organize contractor payments, software expenses, and home-office questions for review.
Real Estate & Holding
Manage multiple entities, rental income, and property-related expenses in one place.
Prepare your first T2 package with guardrails
Start a guided workspace and see whether OPTAX fits your corporation.
Start T2 Preparation