Tax Disclaimer

Important Notice

OPTAX is AI-powered tax preparation software for Canadian corporate tax workflows. It helps organize records, classify transactions, calculate draft values, and generate a preparation package for your review.

OPTAX is not a licensed CPA firm, accounting firm, law firm, tax preparer, CRA representative, or EFILE transmitter.

No Professional Advice

Nothing in the service constitutes legal, tax, accounting, audit, or investment advice. AI outputs, explanations, classifications, optimization suggestions, OCR results, and draft tax forms can be incomplete, outdated, or wrong.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.
• OPTAX does not automatically submit your return to the CRA in the current standard flow.
• CRA-certified EFILE, CIF, WAC, or direct transmission features remain deferred until separate certification, provider readiness, and user authorization controls are in place.

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 manual CRA submission.
• 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].