Set up the business profile. This is the first step — tell me about your business so I can be your in-house tax accountant. I'll remember everything for future sessions.

Add an owner, shareholder, or partner to the business profile. I need this for salary/dividend planning, income splitting analysis, and LCGE planning.

Show the current business profile and setup status. See what I know about your business and what's still missing.

Update a field on the business profile. Use this when you get new information like your Business Number, GST registration, or payroll details.

Record a business expense or income. Tell me what you bought/earned, from whom, how much, and when. I'll categorize it, calculate GST, and file it properly. This is how you feed me your receipts and invoices.

Record multiple transactions at once. Great for entering a batch of receipts or a month's worth of bank statement entries. Give me a list and I'll categorize them all.

See your income statement, balance overview, and GST position for the fiscal year. This is your bookkeeping dashboard — where your money is going.

Show the chart of accounts used for bookkeeping. These map your transactions to the correct CRA tax lines.

Show all transactions that are missing receipts. CRA can deny deductions without proper documentation.

Import transactions from a CSV file — bank statement export, credit card statement, or your own expense spreadsheet. I'll auto-detect the columns, categorize each transaction, and calculate GST. Supports exports from ATB, TD, RBC, BMO, and generic formats.

Read a PDF invoice or receipt and extract the transaction data. I'll pull out the vendor, date, amounts, line items, and GST — then record it as a transaction. Works with invoices, receipts, statements, and bills.

Import from your own expense tracking spreadsheet (CSV format). Flexible column mapping — tell me which columns hold the date, description, amount, category, and I'll do the rest. Perfect for the messy spreadsheet you've been keeping.

Record a transaction from a receipt photo (PNG, JPG, JPEG). Claude reads the image, you provide the extracted details, and I'll create the transaction with the image linked as proof. This is how you digitize paper receipts.

List all receipt images in a folder that haven't been processed yet. Useful when you dump a bunch of receipt photos into a folder and want to go through them. Returns the list so Claude can read each image and call record_receipt for each one.

Compile your bookkeeping data into a T2 corporate income tax return worksheet. This generates the numbers your accountant (or you) need to file with CRA. Reviews all transactions, applies tax adjustments, and calculates tax owing.

Compile GST collected and ITCs paid from your transactions into a GST return worksheet. Shows exactly what to report on your GST return.

See what's been filed, what's pending, and what's overdue. Your accountant's status board.

Mark a tax return as filed. Updates your filing status tracker.

Run a comprehensive review of your business's tax situation. I'll check your records, flag problems, and tell you exactly what needs attention — like a quarterly meeting with your accountant.

See all my notes, reminders, and action items for your business. These are things I've flagged that need your attention.

Mark an advisor note/action item as resolved.

Based on your specific business, I'll tell you exactly what records and documents you need to keep. No generic advice — this is tailored to YOUR situation.

Calculate combined federal + Alberta corporate income tax for a CCPC or other corporation. Handles SBD, general rate, investment income, passive income grind, and taxable capital clawback.

Calculate the adjusted Small Business Deduction business limit after taxable capital and passive income clawbacks.

Calculate monthly/quarterly corporate tax instalment amounts using the current-year, prior-year, or combination method.

Display current federal and Alberta corporate tax rates, including combined rates for small business and general income.

Calculate GST on a transaction. Can work from GST-exclusive or GST-inclusive amounts. Alberta rate is 5% (no PST/HST).

Compare the Quick Method of accounting vs. regular GST method. Shows potential savings. Available for businesses with annual taxable supplies up to $400,000.

Determine if GST registration is required and the optimal filing frequency based on your revenue level.

Determine if a purchase qualifies for an Input Tax Credit (ITC) and any restrictions that apply.

Calculate CPP, EI, federal and Alberta income tax deductions for an employee. Shows both employee deductions and employer costs.

Determine the employer's payroll remittance frequency and due dates based on average monthly withholding amounts.

Estimate Workers' Compensation Board (WCB) Alberta premiums based on payroll and industry classification.

Complete checklist of annual employer obligations for Alberta businesses — T4s, ROEs, WCB, and more.

Compare the total tax cost of extracting corporate income as salary, eligible dividends, or non-eligible dividends. Accounts for CPP/EI, RRSP room, and integration imperfections.

Analyze whether a holding company (Holdco) structure would benefit your business. Covers creditor protection, tax-deferred surplus extraction, passive income management, and estate planning.

Plan an estate freeze to lock the current owner's value and shift future growth to the next generation. Covers Section 86 share exchange and Section 85 rollover methods.

Analyze income splitting opportunities considering Tax on Split Income (TOSI) rules. Identifies which strategies are available based on family members' ages and involvement.

Determine if corporation shares qualify for the Lifetime Capital Gains Exemption ($1,016,836 for QSBC shares). Checks the 90% test, 50%/24-month test, and CCPC status.

Calculate CCA (depreciation) for a capital asset. Supports all CCA classes, half-year rule, and Accelerated Investment Incentive.

Find the correct CCA class for a capital asset. Search by asset type or browse all classes.

Calculate federal and Alberta SR&ED (Scientific Research and Experimental Development) tax credits. Covers enhanced CCPC rate, basic rate, proxy method, and Alberta IEG.

Calculate deductible vehicle expenses for business use. Handles CCA, standby charges, operating benefits, and per-km allowances.

Calculate the business deduction for using a home office. Covers both self-employed and corporate scenarios.

Assess your business's risk of being selected for a CRA audit based on common triggers and red flags. Provides a risk score and mitigation recommendations.

Calculate CRA penalties and estimated interest for late filing of T2, AT1, or GST returns.

Comprehensive guide to CRA and Alberta TRA record keeping requirements — what to keep, how long, and in what format.

Guide to CRA's Voluntary Disclosure Program for correcting past tax errors or omissions before CRA contacts you. Covers both General and Limited tracks.

Assess personal liability exposure for corporate directors under Section 227.1 (ITA) and Section 323 (ETA). Covers unremitted source deductions, GST, and due diligence defence.

Step-by-step guide to disputing a CRA assessment — from Notice of Objection through Tax Court of Canada and beyond.

Look up Canada's tax treaty withholding rates for a specific country. Shows rates for dividends, interest, royalties, and management fees.

Analyze the tax implications of a cross-border transaction between a Canadian company and a foreign entity. Covers withholding tax, transfer pricing, thin cap, and treaty benefits.

Calculate the available foreign tax credit under Section 126 for business income or non-business (investment) income from a foreign country.

Display withholding tax rates for all countries in Canada's tax treaty network (major trading partners).

Compare sole proprietorship, partnership, and corporation for a business in Alberta. Factors in tax rates, liability, compliance costs, and planning opportunities.

Compare the tax implications of selling a business as an asset sale versus a share sale. Critical for both buyers and sellers.

Guidance on corporate reorganizations — amalgamation (s.87), wind-up (s.88), butterfly transactions (s.55), and rollover provisions. Identifies the right structure for your situation.

Show all upcoming tax filing and payment deadlines based on your fiscal year-end. Alerts you to deadlines within a specified window.

Display the complete annual tax filing calendar for Alberta businesses — all deadlines organized by category.

Comprehensive year-end tax planning checklist for Alberta businesses. What to do before your fiscal year-end to minimize taxes.

Update a tax rate, threshold, rule, or any other knowledge entry. Use this when you discover that a rate has changed, a new rule applies, or the current knowledge is outdated. The update is stored as an override — the original hardcoded value is preserved as a fallback. Examples: update GST rate, change SBD limit, add a new CCA class threshold, update a treaty withholding rate.

Record findings from tax research. Use this whenever you investigate a tax topic, look up a rule, or explore how something works. Builds a searchable knowledge base of everything the agent has researched. Examples: researching SR&ED eligibility for a specific activity, looking up treaty rates for a new country, investigating CCA class for a novel asset type.

Record when a calculation, rate, or rule was found to be incorrect. Optionally creates a knowledge override to fix it going forward. Use this whenever you find a mistake in the agent's output or when a user points out an error.

Record what was learned while performing a task. Use this to track gaps in the agent's capabilities, scenarios it hasn't handled well, or patterns it should recognize in the future. These insights drive improvements. Examples: 'partnership allocation not supported', 'need to handle non-calendar FYE for instalments'.

See everything the agent has learned: knowledge updates, research findings, corrections, unresolved gaps, custom rules, and usage stats. Use this to understand how the agent has evolved and what still needs attention.

Show the currently effective tax rates, including any overrides from the learning system. Highlights where the agent is using updated values vs the original hardcoded defaults. Use this to verify what rates the agent is actually using for calculations.

Record that a tool was used for a specific scenario. Builds usage analytics so the agent can identify which tools are most valuable and what patterns recur. This is typically called automatically but can be used manually.

Add or toggle a custom tax rule that the agent should apply. Custom rules capture interpretations, special scenarios, or business-specific policies that aren't in the standard knowledge base. Examples: 'Always apply the vehicle standby charge reduction for this client', 'Partnership uses 50/50 allocation instead of ownership %'.

Mark a task insight as resolved after the gap has been addressed or the improvement has been implemented.