Everything you need to keep clean books — tax-ready.
From the receipt, invoice, or bill in your hand to a tidy, tax-ready package. Here’s how NextiaTax does it.
Receipts, invoices, bills — NextiaTax reads them all.
Snap a photo, upload a PDF or forward it by email — a store receipt, supplier invoice, or utility bill — and NextiaTax extracts the vendor, amount, date, GST/HST and PST, with confidence information where available. The document is stored for processing, but you review the extracted fields before approving the bookkeeping record.
Categorized, with GST/HST and PST tracked.
Every record carries its category and both sales-tax fields — federal GST/HST and provincial PST/QST — kept separate, the way the CRA treats them. Import a CSV or add entries by hand. Automatic bank feeds are coming soon.
Only what you’ve confirmed counts.
Your dashboards, analysis, and exports show reviewed transactions by default — so the numbers reflect books you’d stand behind, not a half-checked import. Just brought in a big CSV? Filter it, select the rows, and check the running totals for exactly what you picked before you commit. Approve the whole batch in one click — receipts the import carried attach automatically — or flip a toggle to include everything still in the pipeline.
One vendor, no matter how it’s spelled.
“Apple”, “Apple Inc.”, “Apple Incorporation” all belong to the same supplier. NextiaTax flags look-alike vendors so you can merge them into one — or map any name to a canonical vendor by hand, even “14522 Inc.” → “ABC Corporation”. The payoff: real spend-by-vendor totals instead of a figure split across near-duplicates, and exports you can group by vendor or by category.
Forward it from your inbox. It’s filed.
Each business gets its own forwarding address. Forward a receipt, invoice or bill — or a whole email thread — from an approved address and NextiaTax picks up the attachments, reads them and puts them in your documents, ready for review. No downloading, no re-uploading.
Track expenses by project — or by trip.
Projects are a second dimension alongside categories: a category says what kind of expense it is (the tax view), a project says which initiative it belongs to. Tag a receipt to a client engagement, a conference, or a Switzerland trip and get its own income, expenses, GST/HST and category totals — then export a package for just that project. Optional, so nothing changes if you don’t use it.
See where the money goes.
Go past the dashboard: compare this month to last or this year to last, and break spending down by category, vendor, project, or day of the week — or pivot it month over month. Switch any view between a chart and a table, then export what you’re looking at. Reserved for owners, admins, and accountants.
A cleaner T2125 handoff.
Pick a period and NextiaTax builds an export organized around T2125 categories, with GST/HST summaries and category breakdowns. A pre-flight check flags records that still need review before you or your accountant uses the package for filing.
Capture a receipt the second you get it.
NextiaTax works in your phone’s browser: snap a receipt with the camera, glance at your numbers and approve records on the go — bilingual, in light or dark. Native iOS and Android apps are coming soon.
Get tax-ready this year.
Start on the Free plan and try every Pro feature free for 14 days. No card needed.
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