Verified calculations
T2 outputs are checked against structured logic and known validation cases before they appear in the package.
Review-ready T2 preparation, guided by AI
Trusted Tax AI for review-ready T2 preparation.
OPTAX turns company records into a review-ready T2 package: guided checks, missing-item flags, CPA handoff when needed, and a clear filing boundary.
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
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
3
Review-ready T2 package
Export a review-ready T2 package. You or your authorized representative review it before using an enabled CRA filing channel.
T2 packageReady for owner review
- Your T2 return + schedules
- Notes for your review
BoundaryCurrent standard flow prepares a reviewed package; you submit through CRA channels.
Trusted Tax AI
Verified calculations. Source-tied documents. Reviewable AI recommendations.
Source-tied documents
Generated materials point back to company-year data, evidence status, schedules, and review notes.
Reviewable AI recommendations
AI-assisted prompts show assumptions, missing evidence, risk, and review status before anyone files.
Why OPTAX
Why owners get stuck — and where OPTAX fits
Most owner-led T2 work breaks before the form: records are scattered, GIFI lines are unclear, and review questions surface too late.
The guided middle
OPTAX gives you the middle path: records organized, blockers exposed, and a package ready for owner review or CPA handoff.
01
CRA forms are where you submit. They do not organize the records, GIFI mapping, or review notes behind the return.
02
A CPA should review judgment calls. They should not have to rebuild a simple file from scattered records.
03
Bookkeeping software shows what happened. It still does not turn the year into a review-ready T2 package.
Security & control
You can see what happens to your records
See the data boundary, human review, and CRA filing-channel boundary.
- Records stay in your account.
- You confirm before output.
- Current standard flow prepares a reviewed package; you control CRA submission through CRA channels.
- Records and rationale stay reviewable.
- Your content never trains public models.
Pricing
Pick the plan that fits your return
Pick Lite or Professional by the return you need.
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 reviewable AI recommendations and CPA handoff notes.
Best when returns have more moving parts or a CPA reviews the package with you.