CloudTax

What is CloudTax?

CloudTax is a CRA-certified tax filing platform built exclusively for Canadians. It walks users through their tax return step by step, automatically extracts data from uploaded slips and documents to reduce manual entry, and submits returns directly to the Canada Revenue Agency via NETFILE. The platform spans a full product suite—from a free self-guided experience to expert-handled filing—and extends into receipt management and API integration for businesses and financial service providers.

Key Features

• Automated Slip Extraction

  Scan or upload tax documents and CloudTax automatically reads and fills in the relevant fields, cutting down manual entry and reducing the chance of errors.

• CRA NETFILE Certified

  CloudTax has been CRA-certified since the 2018 tax year, enabling direct electronic submission to the Canada Revenue Agency with full regulatory compliance.

• Tiered Service Plans

  Three tiers—Basic (free), Plus ($39), and Pro ($69+)—cover everything from independent self-filing to fully expert-handled returns, with audit protection and priority support in higher tiers.

• Audit Protection

  Plus and Pro users receive dedicated expert guidance if the CRA reviews or reassesses their return, with audit support also available as an add-on for free-tier users.

• CloudReceipts Integration

  Built-in receipt capture and expense categorization tool that syncs directly with the tax filing workflow to maximize deductions without manual bookkeeping.

• API & EFILE for Professionals

  CloudTax EFILE lets accountants file unlimited T1 returns under a custom domain, while the CloudTax API allows fintechs and financial platforms to embed tax filing natively.

Use Cases

• Individual & Family Tax Filing : Canadians filing personal returns can claim family credits, child care expenses, medical costs, and spousal deductions through a guided, no-jargon interface.
• Self-Employed & Gig Workers : Freelancers and gig workers can file T2125 forms, claim home office and mileage deductions, and track business receipts year-round with CloudReceipts.
• Students & Newcomers : Students can carry forward tuition credits, while newcomers receive guidance on reporting worldwide income and accessing GST/HST credits for the first time.
• Investors & Rental Property Owners : Users with capital gains, dividends, or rental income can accurately report investment returns and optimize deductions including capital loss carryforwards.
• Tax Professionals & Accountants : Certified preparers can use CloudTax EFILE to manage and submit unlimited T1 returns for clients under a branded custom domain with dedicated CRA-certified support.

FAQs