CloudTax
Canadian online tax filing software that uses AI to read tax slips and submits returns to the CRA through NETFILE.
CloudTax is online tax filing software for Canada that guides users through a return and uses AI to extract data from scanned tax slips. CloudTax checks entries for errors and submits the return to the Canada Revenue Agency through NETFILE. CloudTax is used on the web or in its iOS and Android apps.
Best for Canadian residents who want to file their own return with automated slip entry, with the option of paying for expert review or full preparation.
- Listed in
- Finance & Accounting
- Platforms
- Web, iOS, Android, API
- Pricing model
- Freemium
- Free plan
- Yes
- API
- Yes
- Made by
- CloudTax Inc.
- Added
Last verified: . Information taken from cloudtax.ca.
What is CloudTax?
CloudTax is tax filing software for people and businesses in Canada. The self-service product walks a filer through a multi-page questionnaire, and an AI slip-entry tool extracts figures from scanned or uploaded tax documents to cut down on typing. Slips can also be imported directly from the Canada Revenue Agency. Built-in checks flag likely mistakes, and couples can have deductions and credits allocated between spouses. Completed returns go to the CRA electronically through NETFILE, for which CloudTax says it has been certified since the 2018 tax year. Beyond the do-it-yourself tiers, tax professionals can review or fully prepare a return. Related products include CloudReceipts for expense tracking, an EFILE edition for accountants, T2 corporate filing and an API for embedding tax filing in other platforms. Mobile apps exist for iOS and Android.
Key Features
AI slip entry
Reads scanned or uploaded tax slips and fills the matching fields in the return automatically.
Guided questionnaire
Breaks the return into a sequence of pages with a search bar for finding specific forms.
CRA import and NETFILE
Pulls slips from the Canada Revenue Agency and submits the finished return electronically.
Error checks
Flags entries that look wrong or incomplete before filing.
Expert review and preparation
Offers paid options where a tax professional reviews the return or prepares it entirely.
CloudReceipts
Captures and categorises receipts during the year so expenses are ready at tax time.
How CloudTax works
Answer basic questions
Enter your name, address and Social Insurance Number to set up the return.
Add income, deductions and credits
Type the figures or let the AI tool extract them from your slips.
Review and file
Check the return and send it electronically to the Canada Revenue Agency.
Screenshots
Use Cases
- Filing a simple return
- An employee with a few slips completes and submits a return on their own.
- Self-employment income
- A gig worker reports business income and expenses on a T2125 form.
- First return in Canada
- A newcomer files a first Canadian return and reports worldwide income.
- Household filing
- A family prepares several returns from one account.
- Embedding tax filing
- A fintech adds tax filing to its own app through the CloudTax API.
Things to know
- Canada only
- The software is built for Canadian returns filed with the Canada Revenue Agency.
- Return limits by tier
- The free tier allows two returns per account and Plus allows up to twenty.
- Audit protection is not in the free tier
- Plus and Pro include audit protection; free users can add audit support separately.
- Some returns need the expert service
- Non-resident, emigrant, trust (T3) and corporation (T2) returns are handled through CloudTax Pro.
FAQs
What is CloudTax?
CloudTax is online tax filing software for Canada. It guides users through a return, uses AI to read tax slips and files with the Canada Revenue Agency through NETFILE.
What is CloudTax used for?
CloudTax is used to prepare and file Canadian personal tax returns, including self-employment, rental, investment and foreign income. Business and corporate filing products are offered as well.
Is CloudTax free?
Yes, CloudTax has a free do-it-yourself tier described as pay what you want, including nothing. The free tier covers up to two returns per account.
How much does CloudTax cost?
CloudTax offers a free Basic tier, a paid Plus subscription and expert-assisted services priced per return. See the official pricing page for current amounts.
Is CloudTax certified by the CRA?
Yes. CloudTax states that it holds Canada Revenue Agency certification dating from the 2018 tax year and is NETFILE certified.
Does CloudTax work on mobile?
Yes, CloudTax is available on iOS and Android. Progress is saved automatically so a return can be continued on another device.
Does CloudTax have an API?
Yes, CloudTax offers an API that lets banks, fintechs and other platforms embed tax filing in their own products.
Who makes CloudTax?
CloudTax is made by CloudTax Inc., a Canadian company.
Who it's for
- Canadian taxpayers
- Self-employed workers
- Students
- Newcomers to Canada
- Accountants
- Fintech companies
Used in these workflows
- Small business bookkeeping: where AI saves the typing and where you still need an accountantStage 6: Sales tax and tax preparation
Each guide lists the stages of one job and the tools that help at each stage. All guides
Comments
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Listed in the same category as CloudTax. A starting price appears only where we checked it on the maker’s pricing page; a dash means not checked or not published. All Finance & Accounting tools