Know what is needed.
Follow the collection checklist for your assigned personal tax year and provide the information requested.
Less chasing.
A clearer tax season.
Know which documents to gather, where to answer questions and what your personal tax preparation needs next. JAN Tax Portal brings your checklist, records and relevant tax-year context into one place.
Limited beta · Access by invitation
JAN AIYour workspace
ONE PLACE TO BEGIN
2026Personal Tax
Tax year2026
Collection progress3 / 5
Your next steps
Personal questionnaireComplete
Income slipsTo gather
Supporting documentsTo gather
The right context. The next step.
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
A personal tax client portal for Canada and Quebec.
Your questionnaire explains your situation. Your checklist shows what to gather. The planned document-aware assistant connects supported facts and relevant tax guidance, helping you ask better questions before professional review.
Find the details without digging.
The planned document experience keeps original records connected to the facts and questions they support.
See what supports the next step.
Source-backed assistance is intended to explain findings, assumptions and missing information for discussion with your accountant.
YOUR DEDICATED ASSISTANT Planned
An assistant grounded in your tax year.
Your personal assistant experience is designed to use your selected year, questionnaire answers, available document evidence and relevant federal or Quebec sources. It asks for clarification when the picture is incomplete.
SPECIALIZED AI AGENTS Planned
A focused task.
A useful handoff.
Choose specialist support for the preparation your workflow needs. The dedicated assistant connects relevant case context; each agent returns evidence and open questions for your team to inspect.
Agent concept
Document Extraction Agent
Turn document contents into structured facts, keeping a link to the original evidence and flagging uncertain readings.
INPUTReceipts, invoices and tax slipsDRAFT OUTPUTDocument facts + source references
Agent concept
Tax Research Agent
Find relevant official guidance using the case context, with citations and assumptions for professional review.
INPUTA question + relevant case factsDRAFT OUTPUTCited explanation + assumptions
Evidence travels with the work. People make the final decisions.
HOW IT COMES TOGETHER
Collect. Delegate. Review.
Bring the records together, delegate the preparation, and review the results. Your agents carry the context forward, helping your team avoid repeating work.
- 01
Collect
Bring the relevant documents, answers and business details into one place. Original records stay connected to the facts.
- 02
Delegate
Your team can delegate focused preparation to planned specialist agents, using the relevant answers, records and sources.
- 03
Review
Inspect findings, evidence and open questions together. Your team decides what is approved and delivered.
BUILT WITH INTENTION
AI prepares.
Your team decides.
Get help with the preparation without handing over important decisions. Your team reviews the evidence, resolves open questions, and approves what goes out.
Extraction and AI assistance are planned, not available in the current beta. Testing uses fictional information only.
A FEW THINGS TO KNOW
Clarity, before you begin.
Which tax years are in scope?
The initial scope covers personal income tax for 2025 and 2026. Access to a year depends on the work assigned to your account.
Will it calculate or file my return?
Automatic filing and refund calculations are not available. The current beta focuses on intake and organizing preparation.
How does the personal tax document checklist work?
The questionnaire records your situation for the assigned tax year, and the collection checklist helps organize the records requested for that case. Document testing is currently restricted to fictional records; it is not an open service for uploading real tax slips.
THE NEXT CHAPTER
Delegate the busywork. Get time back.
Be part of what comes next. Join the waitlist for JAN AI updates and future access.