TaxPio Personal

A clear path from your records to your return.

Keep income, deductions, tax documents and open questions together. TaxPio helps you prepare without making you think in tax forms.

TaxPio is open in Canada. Quebec residents get the federal T1 and the Quebec TP-1 from the same slips. Filing through NETFILE stays switched off until CRA certifies the software, and you authorize every return yourself.

TaxPio workspaceLive workflow
PERSONAL TAX YEAR

Everything has a place.

↓Income recordsOrganized
⌁DocumentsMatched
✓Review questionsIn progress
01

Bring the year together

Collect employment, investment, self-employed and rental records in a single personal profile.

02

See what is missing

Turn incomplete information into a short, plain-language checklist instead of a maze of forms.

03

Stay in control

Review the calculation, evidence and authorization before any supported filing action can occur.

How it flows

From scattered records to a clear next step.

01

Choose your tax year

TaxPio opens a Canadian T1 workspace for that year and asks where you lived on December 31.

02

Import or upload your information

Add tax slips, income, deductions and supporting documents as you receive them.

03

Resolve clear review questions

TaxPio surfaces only the information that needs your attention and explains why.

04

Review and authorize

When preparation is complete, you decide whether and when to continue to filing.

Tax-ready, all year

Begin with the records you already have.

Create your account, add a tax profile, and keep your records ready all year.

Create your account →