Everything you need to keep clean books — tax-ready.
From the receipt, invoice, or bill in your hand to a tidy, tax-ready package. Here’s how TaxReady does it.
Receipts, invoices, bills — our AI reads them all.
Snap a photo or forward a PDF — a store receipt, a supplier invoice, a utility bill — and TaxReady extracts the vendor, amount, date, GST/HST and PST, with a confidence score. You review and approve before anything becomes a record, so nothing is saved you didn’t check.
Categorized, with GST/HST and PST tracked.
Every record carries its category and both sales-tax fields — federal GST/HST and provincial PST/QST — kept separate, the way the CRA treats them. Import a CSV or add entries by hand.
Ask your books anything — in plain English.
“How much GST did I collect in Q1?” “What did I spend on fuel last month?” Get real answers from your own data, in English or French. It reports what your data says; it does not give tax advice, and it never changes your records.
Track expenses by project — or by trip.
Projects are a second dimension alongside categories: a category says what kind of expense it is (the tax view), a project says which initiative it belongs to. Tag a receipt to a client engagement, a conference, or a Switzerland trip and get its own income, expenses, GST/HST and category totals — then export a package for just that project. Optional, so nothing changes if you don’t use it.
A T2125 package, ready to hand off.
Pick a period and TaxReady builds a CRA-organized package — T2125 lines, GST/HST summaries, category breakdowns — with a pre-flight check that flags anything still needing review. Your accountant drops it straight into a return.
Automatic transactions — coming soon.
Bank connections via Plaid are on the way. When they land, we’ll never see your bank login — Plaid holds it. Until then, CSV import and manual entry flow through the same review queue.
Coming soon
Capture a receipt the second you get it.
Native iOS and Android apps for capture, glance, approve, and ask — bilingual, with light and dark themes.
Get tax-ready this year.
Start on the free plan. Upgrade only when you need more.
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