LiteOne company-year
Prepare one straightforward T2 package
For an owner-led corporation with records to organize, readiness blockers to clear, and a review-ready package to download.
Review-ready T2 preparation, guided by AI
From records to reviewable T2 materials
OPTAX helps you organize records, clear blockers, and prepare a T2 package for owner or CPA review.
Lite / Professional capability guide
What OPTAX supports, by plan
Use this as the short product manual: Lite prepares one owner-led T2 package; Professional adds multi-entity capacity, deeper review signals, and CPA handoff notes.
ProfessionalMulti-entity review
Manage multi-entity and review-heavy files
For teams coordinating several corporations, recurring context, and reviewable AI recommendations for CPA review or handoff.
Support surface
CapabilityLite supportsProfessional addsProof surface
Records and GIFI mapping
Lite supports
Organizes statements, receipts, and imports into reviewable GIFI-backed lines.
Professional adds
Keeps the same record trail across multiple corporations and recurring years.
Proof surface
Mapped revenue and expense lines stay visible before package generation.
Readiness checks
Lite supports
Flags missing schedules, company details, deadlines, and incomplete financial data.
Professional adds
Adds priority-ranked review context for files with more moving parts.
Proof surface
The readiness card shows blockers, recommended actions, and passed checks.
Review questions and signals
Lite supports
Surfaces owner questions that block a clean package.
Professional adds
Adds reviewable AI recommendations, scenario questions, tax-efficiency review signals, and CPA handoff notes.
Proof surface
Recommendations show assumptions, missing evidence, risk, and review status; they are not tax advice or automatic decisions.
Report package
Lite supports
Generates a review-ready T2 preparation package for one company-year.
Professional adds
Adds a Pro review package, recurring context, and handoff notes for complex files.
Proof surface
The download surface separates the main PDF, CPA/records ZIP, and review notes.
OPTAX prepares materials and review signals for the current standard flow; owner, authorized representative, or CPA judgment controls signoff and CRA submission.
Readiness is visible before output
Owners see the blockers and next actions before they generate the package.
The package keeps boundaries visible
The output is review-ready material, with CRA filing evidence handled outside the preparation workspace.
The working file is yours. The filing decision stays human.
Prepared by OPTAX
Records, questions, and a review-ready T2 package in one traceable workspace.
Controlled by you
Current standard flow: OPTAX prepares the reviewed package; owner signoff and CRA submission stay controlled by you or your authorized representative.