CRA capabilities rebuilt with AI

From records to review-ready T2 materials

OPTAX helps you organize records, clear blockers, and prepare a T2 package for owner or CPA review.

T2
Preparation package
Review-ready
Filing materials
Checks
Review-ready filing workflow
CPA
Optional review path

Conversation-led T2 preparation

Ask what is missing, upload records, classify transactions, and move toward a review-ready package.

  • Conversation entry — ask what is missing and what comes next
  • Document processing — parse uploads into usable records
  • T2 preparation — generate review-ready materials
  • Readiness checks — surface missing inputs and risks
  • Review history — keep rationale and status visible
  • Tax Q&A — explain concepts and boundaries
  • Report generation — prepare T2 and schedule materials
  • Guided Setup — Step-by-step onboarding

Smart Document Processing

Upload bank statements, receipts, and invoices. OPTAX extracts records and groups transactions for review.

  • Supports PDF, CSV, Excel formats
  • OCR for scanned documents
  • Categorize income and expenses for review
  • Smart Match GIFI Codes
  • Duplicate Transaction Detection
  • Bank Statement Parsing

Readiness checks

Flag missing inputs, GIFI mapping questions, and preparation issues before package generation.

  • Revenue Consistency Check
  • Balance Sheet Validation
  • Expense Reasonability Analysis
  • GIFI Code Compliance
  • CRA Requirement Validation
  • Historical Data Audit

Supported preparation package

Generate review-ready T2, Schedule 100/125, and supported filing materials as PDFs.

  • T2 Corporation Income Tax Return
  • Schedule 100 Balance Sheet
  • Schedule 125 Income Statement

Multi-language Support

Full support for English, French, Simplified and Traditional Chinese.

  • English
  • Français
  • 简体中文
  • 繁體中文
  • Auto-detect Interface Language
  • Multilingual AI Assistant

Privacy-Aware Security

Secure transport, access controls, privacy-aware safeguards, and complete audit trails.

  • Secure data handling
  • Secure transport
  • Documented security practices
  • Complete Audit Logs
  • Company-level Data Isolation
  • Regular Security Audits

QuickBooks, Xero & Sage Integration

Import financial data directly from your accounting software. Supports all major Canadian accounting platforms.

  • QuickBooks Desktop & Online
  • Xero Export Format
  • Sage 50 Canada
  • Auto-map GIFI Codes
  • Anomaly Detection
  • CSV/Excel Fallback

Ready to prepare your T2 materials?

14-day free trial, credit card required, cancel anytime

Start FreeSee Pricing