FAQ and scope
Know the limits first.
TaxAgent is a preview preparation tool, not certified filing software. The local calculation workflow is separate from older advisory commands that can contact a configured external model endpoint.
Current scope
Bounded coverage.
| Years | Preview workspace for 2020 through 2025. |
|---|---|
| Jurisdiction | Federal Canada and Quebec. |
| Persona | Full-year Canadian and Quebec resident, Quebec province on December 31, single, no dependants, ordinary salary/student profile. |
| Inputs | Supported boxes from local PDFs and stated facts, with review items for uncertainty. |
| Output | Preparation JSON, result JSON, and text review packets for the user's review. |
Privacy
Local preparation is separate from advisory calls.
The local preparation app runs on loopback. PDF/OCR intake and return calculation do not contact CRA, Revenu Quebec, tax software accounts, or a language-model endpoint.
Saved JSON, optional saved profiles, and text review packets are plaintext files on your computer. Original PDFs are not embedded in exported JSON.
Ask or chat advisory commands are separate from local preparation. When used, they send prompts and relevant structured context to the configured external endpoint. Do not treat advisory behavior as part of local deterministic preparation.
Unsupported examples
Blocked instead of guessed.
- self-employment
- capital gains
- rental income
- foreign income
- crypto
- dependants
- medical expenses
- donations
- employment expenses
- immigration or emigration year