Frequently asked questions

Every question,
answered honestly.

If you don't see your question here, reach out through our contact page and we'll get back to you within 24 hours.

Getting started

Yes. TaxPillar is a CRA-certified NETFILE, EFILE, and T2 Corporation Internet Filing software provider. We hold active EFILE credentials and Represent a Client registration, which means we can file returns directly on behalf of our clients. All certifications are renewed annually as required by the CRA.
TurboTax and Wealthsimple Tax are DIY tools — you still have to answer hundreds of questions and navigate their software. TaxPillar is fully automated — connect your CRA and bank, and our AI handles the rest. It's the difference between driving a car and being driven. We're also the first to handle corporate (T2) returns with the same level of automation, including bookkeeping, payroll, and GST/HST.
Personal returns (T1) typically take 15 minutes from signup to filed return. Corporate returns (T2) with bookkeeping take 30-60 minutes for the initial setup, then are essentially instant after that since the AI does continuous bookkeeping throughout the year.
Yes — we support prior-year returns back to 2018. Each prior year is $49 (personal) or $299+ (corporate). ReFILE (amendments to already-filed returns) is also supported.

Security & privacy

Yes. All data is stored in Canadian data centers (AWS ca-central-1), encrypted at rest with AES-256 and in transit with TLS 1.3. We are PIPEDA-compliant, SOC 2 audited, and use multi-factor authentication on every account. We never share or sell your data to anyone.
No. When you connect your CRA account, you sign in through CRA's official secure portal — we never see your password. For bank connections, we use Flinks (a Canadian provider) which handles authentication inside their secure widget. Your banking credentials never touch our servers.
You can delete your account and data at any time through your dashboard. Note that the CRA requires us to retain copies of filed returns and supporting documents for 6 years — this is a legal requirement we cannot waive. After 6 years, the data is permanently purged.

The AI & accuracy

Our tax calculation engine is deterministic — meaning it applies tax rules exactly as written in the Income Tax Act, with zero room for error. The AI layer on top handles document extraction and transaction categorization, which we continuously verify. In practice, our accuracy exceeds what a typical human preparer achieves because we never miss deductions, never forget carry-forwards, and never transpose numbers.
Every return is verifiable — you can see every line traced back to a source document before filing. If you believe there's an error, you can correct it in the review screen. If you still want extra certainty, add optional CPA review ($99 for T1, $300 for T2) and a licensed Canadian CPA will review your return before filing. We also offer optional audit protection ($49) which covers audit defense costs up to $10,000.
No — and that's kind of the point. Most returns need only 0-5 clarifying questions. The AI only asks when it genuinely can't figure something out from your documents. And when it does ask, it's in plain English through a chat interface, not a 40-page form.

Pricing

No. The price on the pricing page is exactly what you pay. There are no per-slip fees, no "advanced features" unlocked at a higher price, no upsells at checkout. The add-ons (CPA review, audit protection) are clearly optional and shown upfront.
Only when you're ready to file. You can sign up, connect your accounts, and see your complete return for free. Payment is only required at the final "File Now" step. If you decide not to file, you owe nothing.
Yes — if your return is rejected by the CRA due to an error on our end, we refund 100% and fix the issue. For general dissatisfaction, we offer a 30-day money-back guarantee on your first year.

Corporate & business

For most small corporations, yes. TaxPillar continuously pulls transactions from your bank and credit cards, categorizes every transaction automatically, generates financial statements, and keeps your books audit-ready. You only need to snap photos of receipts for cash expenses or provide clarification on ambiguous items.
Yes. The Corporate Complete plan ($1,500/year) includes fully automated payroll: calculating gross pay, CPP, EI, income tax withholding, net pay, direct deposits, PD7A source deduction remittances to CRA, T4 slip generation, and employer health tax where applicable. One-time setup per employee, then fully automatic.
Included in all corporate plans. TaxPillar calculates your GST/HST collected and input tax credits automatically, generates returns on your assigned filing frequency (monthly/quarterly/annual), and files them via CRA's GST/HST NETFILE. Quick Method is supported.
Yes. Every corporate plan includes a compliance calendar that tracks federal and provincial annual return deadlines, T2 deadlines, installment dates, and payroll remittance due dates. For supported provinces, we can file the annual return directly. For others, we send reminders well in advance.

For CPA firms

We offer a white-label portal that you brand with your firm's name and colors. Your clients interact with your branded version while TaxPillar runs silently as the automation engine. You retain full control over the client relationship. We provide dedicated onboarding and training for your staff.
The $2,900 Starter plan covers automated bookkeeping and financial statements for all your clients — freeing up your CPAs to focus on tax work. The $7,900 Enterprise plan adds draft T2 preparation, white-label client portal, API access, custom workflows, and dedicated support — handling up to 90% of your firm's total workload. Most firms land on the $4,900 Professional plan as the sweet spot.
No — it makes them 3× more productive. Your CPAs stop doing data entry and manual categorization, and focus on high-value work: strategy, advisory, client relationships, and complex situations where human judgment matters. Firms that adopt TaxPillar typically take on more clients without hiring, dramatically improving margins.

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