Ask about pooled cost base, superficial losses, or your broker's export — and it'll set up a 30-minute walkthrough for you.
Talk it through
Pooled cost base and superficial losses, across every broker
Which brokers we support, and how the TaxCycle / ProFile / DT Max handoff works
Ask it to set up a 30-minute walkthrough, out loud
↘Click the assistant in the bottom-right corner to start
Prefer to write it out?
What it won't do
Give tax advice about your specific return — that's what the walkthrough is for
Answer anything outside Sched3
Guess at something it isn't sure about
Booking a time
Before anything's booked, it'll read your name, email, and the time back to you and wait for a yes.
Ne constitue pas un conseil fiscal ou juridique. Confirmez toujours vos déclarations de gains en capital avec un comptable qualifié. · Fait avec amour au Canada 🇨🇦