Pricing
Pricing that matches your return
Lite for one corporation, Professional for multi-entity review. Prices in CAD.
Pricing by filing job
Simple, Transparent Pricing
Annual plans include T2 review package credits. Monthly plans keep access flexible and earn credits after paid invoices.
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.
Lite
Prepare one corporation's T2 yourself — guided end to end.
T2 review package credits
- Annual
- 1 company-year T2 review package credit per paid annual subscription period; no rollover.
- Monthly
- Earns 1 T2 review package credit after 4 paid monthly invoices in the same subscription year.
- Availability
- Unused monthly-earned credits require an active, current subscription that is not scheduled to cancel.
- Core features:
- 1 base company included (up to 3 with CA$149 add-ons)
- Generate a review-ready T2 preparation package when a credit is available
- Nil return support
- Tax and financial record retention up to 7 years where required
- CSV/Excel export for accountant review
- Multi-year comparison
- Basic anomaly detection
- Email support
Professional
Deeper review for multiple entities, with reviewable AI recommendations and CPA handoff notes.
T2 review package credits
- Annual
- 2 company-year T2 review package credits per paid annual subscription period; no rollover.
- Monthly
- Earns 1 T2 review package credit after every 4 paid monthly invoices, capped at 2 per subscription year.
- Availability
- Unused monthly-earned credits require an active, current subscription that is not scheduled to cancel.
- Up to {max} corporate entities in the workspace
- Up to 5 corporate entities
- Scenario questions for salary/dividend, CCA timing, and related-party review
- Priority-ranked preparation checklist and recurring workspace context
- Pro report package and CPA handoff notes for complex files
Where OPTAX fits
Owner-led T2 prep, priced like software
Most owners weigh three options. Here's where OPTAX sits between them.
CRA forms & My Business Account
A filing channel, not a guided way to prepare the return.
Full-service CPA
Worth it when a file is genuinely complex — often more than a straightforward T2 needs.
Bookkeeping software
Records your transactions, but still does not produce a T2 package.
OPTAX is software-priced, owner-led T2 preparation — with CPA review or handoff when your situation deserves it.
T2 review package credits
How T2 review package credits work
A credit is the right to generate one review-ready T2 preparation package for a specific company and tax year. Pricing stays subscription-based; credits govern package generation.
- Annual plans include the stated company-year credits for the paid subscription period, and unused annual credits do not roll over.
- Monthly plans earn credits only after the required paid monthly invoices in the same subscription year.
- Unused monthly-earned credits are usable only while the subscription is active, current, and not scheduled to cancel.
- Same company-year retry and download do not consume a second credit; a different company, tax year, or catch-up year needs another credit.
Add-ons and terms are detailed in the FAQ.
Start with one corporation
Start your first AI-guided T2 preparation path
Bring one corporation into OPTAX, see the preparation workflow, and decide whether Lite or Pro fits your filing job.
14-day free trial. Credit card required at signup.