Use cases

Made for owners who just need the T2 done.

Owner-led T2 preparation: organize your records, see what's missing, and bring in a CPA review only if you want one.

Scenario proof

What the workspace has to prove

These are product-fit examples, not customer claims: the same records-to-blockers-to-package path owners can inspect before submitting.

Records: Bank feed, sales deposits, supplier invoices, contractor payments, and receipts.
Blockers: Unclear owner draws, a missing invoice, and GST/HST that doesn't reconcile.
Package: Mapped revenue and expenses, open owner questions, and a review-ready T2 package.

Records: Little or no activity: a near-dormant bank account, maybe small interest, and last year's return.
Blockers: Confirming the year is truly nil, that no income was missed, and that a return is still required.
Package: A documented nil or low-activity T2 package, with the review and filing-channel boundary made explicit.

Records: Multiple entities, rent deposits, mortgage interest, and intercompany transfers.
Blockers: Multi-entity allocation, related-party entries, and which company books each item.
Package: Entity-separated review package, open related-party questions, and CPA handoff notes for complex files.

Fit check

A fit guide, not a customer-logo wall.

Good fit

A corporation, a tax year, and records to organize.

Good fit

Review-ready package with GIFI mapping and a separate CRA filing channel boundary.

Review path

Routine prep moves forward; CPA review available when needed.

Not a fit

Audits, legal opinions, or complex restructuring need professional advice.

Owner-led preparation where records, checks, and boundaries stay visible.

Active business

Group sales, deposits, fees, and expenses for review.

Services

Organize contractor payments, software, and home-office questions.

Entities

Manage entities, rental income, and property expenses.

See whether OPTAX fits your corporation.