Organize messy transactions into tax working papers ready for filing.
Save time for landlords, small business owners, and accounting firms — with greater efficiency and accuracy.
Import raw transactions through multiple channels, get smart classification suggestions, and generate structured GST, T2125 (self-employment), and T776 (rental) working papers — within minutes of import, well before filing.
Why TaxAI
Raw transaction data is the biggest headache — too many records, messy and inconsistent. Formats don't match, information is incomplete, and numbers often don't add up. Sorting it yourself is exhausting; handing it to your accountant usually means rework. TaxAI makes this simple: catch the messy data first, organize it step by step, and output formal, standardized tax working papers.
Import and convert raw transaction data
Bring in bank and credit-card files (CSV, Excel, or PDF), snap receipt photos for OCR, or add entries by voice or hand — all six paths funnel into one structured workflow.
- Manual entry
- Voice entry
- Photo Import (OCR, refund auto-detect)
- Bank CSV / Excel
- Credit card CSV / Excel
- PDF statements (client-side grid extraction, no upload)
Better classification starts with better business context
TaxAI uses your business setup information to support more consistent classification and review. A clearer business profile helps reduce guesswork and improves workflow quality.
AI-assisted classification with structured review
TaxAI combines AI assistance with a structured review workflow so transactions can be categorized more consistently, checked more quickly, and confirmed where needed.
- Suggested categories
- Review-ready transaction structure
- Confirmation workflow for tax-sensitive lines
Generate practical outputs, not just organized rows
TaxAI goes beyond transaction cleanup. It helps turn reviewed data into structured tax working papers that are more useful for pre-filing preparation.
Built with AI assistance, organized for real tax workflow
TaxAI is designed to combine structured logic, business context, and AI-assisted matching into a workflow that supports CRA-oriented pre-filing organization. It is built to help users organize faster, review more clearly, and prepare more confidently.
Built for Canadian tax workflow
TaxAI is designed for Canadian users and supports province-based workflow logic within the supported coverage scope of the product.
Supported provinces and coverage details can be reviewed in the app setup flow.
Who it’s for
Self-employed individuals
Freelancers and sole proprietors who need to organize business expenses for tax time.
Small business operators
Business owners looking for a faster way to prepare pre-filing working papers.
Accountants & bookkeepers
Professionals preparing client-ready working files and structured outputs.
Frequently asked questions
Start with a cleaner tax preparation workflow
Use TaxAI to organize transaction data, review classifications, and generate practical working papers before filing.