Employee Tax Packages

Feature Joy Beginner
$98 $85 /year
Save 50%
Simple employment income
Joy Mastery
$198 $99 /year
Save 50%
Most working professionals & families
Joy Prestige
$298 $115 /year
Save 50%
High-income professionals
⚡ Available Add-Ons
Enhance your plan with extra services
Income TypesSupported documentationT4 / T4A / T4E / T5T4 / T4A / T4E / T5 / T3T4 / T4A / T4E / T5 / T3
Compliance-Focused FilingCRA-aligned reviewCRA-aligned reviewCRA-aligned reviewEnhanced CRA-aligned review
Basic Capital Gains(selling stocks/ETFs – T5008)IncludedIncludedIncluded
Secure Client PortalRemote service accessIncludedIncludedIncluded
Additional T-Slips(Beyond Included)$3 per additional slip$3 per additional slipUnlimited Slips$3 / slipBeyond included slips
Scheduled Phone consultation15–30 min scheduled callAvailable if neededIncludedIncluded
Video review of tax returnWalkthrough of your returnAvailable if neededAvailable if neededIncluded$25Recorded walkthrough
Year-Round SupportQuick Q&A accessOptional upgradeIncludedIncluded$50 / yearGeneral tax questions
CRA CorrespondenceInquiry response handlingOptional upgradeInterpretation + File RetrievalHandling on your behalf (incl. replies)$50One issue, incl. follow-ups
Detailed Capital GainsCrypto, multiple trades, foreign platformsFrom $30 From $30+Included$30+Multiple trades, crypto, foreign platforms
Foreign IncomeCross-border reportingAvailable if neededAvailable if neededIncludedFrom $40Based on complexity
GST Benefit / CCB applicationGST / CCB enrollmentGuided adviceIncludedIncluded$30Student & Employee Essential only
T1 Adjustment (T1-ADJ)Adjustments for tax year$50 / yearCovers adjustments for the tax year
CRA Document RetrievalNotice of Assessment or CRA docs$50If not included in top-tier package
Get StartedNo commitment, secure sign-up ✨ Choose Beginner → ⭐ Choose Mastery → 👑 Choose Prestige → 📋 View Add-Ons →
Joy Beginner
$98 $49 /year
Save 50%
Essential filing for simple returns
Income Types Supported documentation
T4 / T4A / T4E / T5
Compliance-Focused Filing CRA-aligned review
✓ CRA-aligned review
Basic Capital Gains T5008 reporting
✓ Included
Secure Client Portal Remote service access
✓ Included
Additional T-Slips Beyond standard set
Handled separately
Phone Consultation 15–30 min scheduled call
Available if needed
Video Review Walkthrough of your return
Available if needed
Year-Round Support Quick Q&A access
Optional upgrade
CRA Correspondence Inquiry response handling
Optional upgrade
Detailed Capital Gains Crypto, multiple trades
✗ Not included
Foreign Income Cross-border reporting
Available if needed
Benefits Application GST / CCB enrollment
Guided advice
Joy Mastery
$198 $99 /year
Save 50%
Complete coverage for growing portfolios
Income Types Supported documentation
T4 / T4A / T4E / T5 / T3
Compliance-Focused Filing CRA-aligned review
✓ Enhanced CRA-aligned review
Basic Capital Gains T5008 reporting
✓ Included
Secure Client Portal Remote service access
✓ Included
Additional T-Slips Beyond standard set
✓ Included
Phone Consultation 15–30 min scheduled call
✓ Included
Video Review Walkthrough of your return
✓ Included
Year-Round Support Quick Q&A access
✓ Included
CRA Correspondence Inquiry response handling
✓ Handled on your behalf
Detailed Capital Gains Crypto, multiple trades
✓ Included
Foreign Income Cross-border reporting
✓ Included
Benefits Application GST / CCB enrollment
✓ Included
Joy Prestige
$298 $149 /year
Save 50%
White-glove service for complex needs
Income Types Supported documentation
T4 / T4A / T4E / T5 / T3
Compliance-Focused Filing CRA-aligned review
✓ Enhanced CRA-aligned review
Basic Capital Gains T5008 reporting
✓ Included
Secure Client Portal Remote service access
✓ Included
Additional T-Slips Beyond standard set
✓ Included
Phone Consultation 15–30 min scheduled call
✓ Included
Video Review Walkthrough of your return
✓ Included
Year-Round Support Quick Q&A access
✓ Included
CRA Correspondence Inquiry response handling
✓ Handled on your behalf
Detailed Capital Gains Crypto, multiple trades
✓ Included (+ foreign platforms)
Foreign Income Cross-border reporting
✓ Included
Benefits Application GST / CCB enrollment
✓ Included
⚡ Available Add-Ons
Enhance your plan with extra services
Additional tax slips T5, T3, etc.
$3 / slip Beyond included slips
Detailed capital gains / crypto Multiple trades, foreign platforms
$30+
Foreign income reporting Cross-border income
From $40 Based on complexity
GST Benefit / CCB application Benefits enrollment
$30 Student & Employee Essential only
T1 Adjustment (T1-ADJ) Adjustments for tax year
$50 / year Covers adjustments for the tax year
CRA correspondence per incident
$50 One issue, incl. follow-ups
CRA document retrieval Notice of Assessment or docs
$50 If not included in top-tier package
Video review of tax return Recorded walkthrough
$25
Year-round quick Q&A General tax questions
$50 / year
Feature Joy Beginner
$98 $85 /year
Save 50%
Simple employment income
Joy Mastery
$198 $99 /year
Save 50%
Most working professionals & families
Joy Prestige
$298 $115 /year
Save 50%
High-income professionals
Income TypesSupported documentationT4 / T4A / T4E / T5T4 / T4A / T4E / T5 / T3T4 / T4A / T4E / T5 / T3
Compliance-Focused FilingCRA-aligned reviewCRA-aligned reviewEnhanced CRA-aligned reviewEnhanced CRA-aligned review
Basic Capital GainsT5008 reportingIncludedIncludedIncluded
Secure Client PortalRemote service accessIncludedIncludedIncluded
Additional T-SlipsBeyond standard set$3 per additional slip$3 per additional slipUnlimited Slips
Phone Consultation15–30 min scheduled callAvailable if neededIncludedIncluded
Video ReviewWalkthrough of your returnAvailable if neededIncludedIncluded
Year-Round SupportQuick Q&A accessOptional upgradeIncludedIncluded
CRA CorrespondenceInquiry response handlingOptional upgradeHandled on your behalfHandled on your behalf
Detailed Capital GainsCrypto, multiple trades, foreign platforms✗ Not includedIncludedIncluded + Foreign platforms
Foreign IncomeCross-border reportingAvailable if neededIncludedIncluded
Benefits ApplicationGST / CCB enrollmentGuided adviceIncludedIncluded
Get StartedNo commitment, secure sign-up ✨ Choose Beginner → ⭐ Choose Mastery → 👑 Choose Prestige →
Joy Beginner
$98 $49 /year
Save 50%
Essential filing for simple returns
Income Types Supported documentation
T4 / T4A / T4E / T5
Compliance-Focused Filing CRA-aligned review
✓ CRA-aligned review
Basic Capital Gains T5008 reporting
✓ Included
Secure Client Portal Remote service access
✓ Included
Additional T-Slips Beyond standard set
Handled separately
Phone Consultation 15–30 min scheduled call
Available if needed
Video Review Walkthrough of your return
Available if needed
Year-Round Support Quick Q&A access
Optional upgrade
CRA Correspondence Inquiry response handling
Optional upgrade
Detailed Capital Gains Crypto, multiple trades
✗ Not included
Foreign Income Cross-border reporting
Available if needed
Benefits Application GST / CCB enrollment
Guided advice
Joy Mastery
$198 $99 /year
Save 50%
Complete coverage for growing portfolios
Income Types Supported documentation
T4 / T4A / T4E / T5 / T3
Compliance-Focused Filing CRA-aligned review
✓ Enhanced CRA-aligned review
Basic Capital Gains T5008 reporting
✓ Included
Secure Client Portal Remote service access
✓ Included
Additional T-Slips Beyond standard set
✓ Included
Phone Consultation 15–30 min scheduled call
✓ Included
Video Review Walkthrough of your return
✓ Included
Year-Round Support Quick Q&A access
✓ Included
CRA Correspondence Inquiry response handling
✓ Handled on your behalf
Detailed Capital Gains Crypto, multiple trades
✓ Included
Foreign Income Cross-border reporting
✓ Included
Benefits Application GST / CCB enrollment
✓ Included
Joy Prestige
$298 $149 /year
Save 50%
White-glove service for complex needs
Income Types Supported documentation
T4 / T4A / T4E / T5 / T3
Compliance-Focused Filing CRA-aligned review
✓ Enhanced CRA-aligned review
Basic Capital Gains T5008 reporting
✓ Included
Secure Client Portal Remote service access
✓ Included
Additional T-Slips Beyond standard set
✓ Included
Phone Consultation 15–30 min scheduled call
✓ Included
Video Review Walkthrough of your return
✓ Included
Year-Round Support Quick Q&A access
✓ Included
CRA Correspondence Inquiry response handling
✓ Handled on your behalf
Detailed Capital Gains Crypto, multiple trades
✓ Included (+ foreign platforms)
Foreign Income Cross-border reporting
✓ Included
Benefits Application GST / CCB enrollment
✓ Included

Student – Essential

For Students

Include

$59.99 /Month

Service Details
Employment Income (T4) Up to 2 each
Scholarships / Bursaries (T4A) Up to 2 each
Interest Income (T5) 1 included
Tuition & Enrollment (T2202) Included
Tuition Carryforward (CRA-based) Verified using CRA Records
Professional Oversight Reviewed by a tax professional
Compliance-Focused Filing CRA-aligned review
Secure Client Portal & Remote Service Included
CRA Correspondence & Reviews Available if needed
GST Benefit / CCB Application Handled with guidance

Premium Plan

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Include

$59.99 /Month

Add-On Service Price Notes
Additional Tax Slips (T5, T3, etc.) $3 / slip Beyond included slips
Detailed Capital Gains / Crypto $30+ Multiple trades, crypto, foreign platforms
Foreign Income Reporting From $40 Based on complexity
GST Benefit / CCB Application $30 Student & Employee Essential only
T1 Adjustment (T1-ADJ) $50 / year Covers adjustments for the tax year
CRA Correspondence (Per Incident) $50 One issue, includes follow-ups
CRA Notice of Assessment / Document Retrieval $50 If not included in top-tier package
Video Review of Tax Return $25 Recorded walkthrough
Year-Round Quick Q&A $50 / year General tax questions

Student – Essential

For Students

Include

$59.99 /Month

Service Details
Employment Income (T4) Up to 2 each
Scholarships / Bursaries (T4A) Up to 2 each
Interest Income (T5) 1 included
Tuition & Enrollment (T2202) Included
Tuition Carryforward (CRA-based) Verified using CRA Records
Professional Oversight Reviewed by a tax professional
Compliance-Focused Filing CRA-aligned review
Secure Client Portal & Remote Service Included
CRA Correspondence & Reviews Available if needed
GST Benefit / CCB Application Handled with guidance

Premium Plan

Lorem ipsum dolor sit amet, consectetur.

Include

$59.99 /Month

Add-On Service Price Notes
Additional Tax Slips (T5, T3, etc.) $3 / slip Beyond included slips
Detailed Capital Gains / Crypto $30+ Multiple trades, crypto, foreign platforms
Foreign Income Reporting From $40 Based on complexity
GST Benefit / CCB Application $30 Student & Employee Essential only
T1 Adjustment (T1-ADJ) $50 / year Covers adjustments for the tax year
CRA Correspondence (Per Incident) $50 One issue, includes follow-ups
CRA Notice of Assessment / Document Retrieval $50 If not included in top-tier package
Video Review of Tax Return $25 Recorded walkthrough
Year-Round Quick Q&A $50 / year General tax questions