Support
Help Centre
Short answers to what people actually ask. If yours is not here, write to us.
Getting started
- Create an account and choose a plan.
- Add your first document from the Add document screen.
- Check the record it produces. Corrections stick.
Adding a receipt or an invoice
- Photograph it. Lay it flat, all four corners in frame. Even light, no flash.
- Upload a file. JPG, PNG, or PDF — how most invoices arrive.
- Type it in. For cash, tips, or anything never issued on paper. Flagged as entered by hand in exports.
“Needs review”
The details were read with low confidence — usually a faded or crumpled document. The record is kept and flagged rather than guessed at. Open it and correct anything wrong.
“Possible duplicate”
Another record in the same set of books has the same vendor, date, and total. Both are kept — nothing is deleted on suspicion. Confirm which one belongs.
Sets of books
One set of books is one thing you file for: a business, a rental, a job with a signed T2200, a corporation, or a client. Each names a single CRA form and keeps its own records, totals, and export. They are unlimited on every plan.
You need more than one whenever you file more than one form — self-employment on a T2125 and a rental on a T776 are two forms on the same personal return.
Expense lines
Every line is the Canada Revenue Agency’s own wording, so the list matches the printed form:
- T2125 — self-employed, sole proprietor, or freelance. 19 lines.
- T776 — a rental property. 13 lines.
- T777 — employment expenses with a signed T2200. 10 named rows, because the form has no line numbers.
- T1 — personal claims: medical, donations, child care, moving, dues and more. 10 lines.
- GIFI — an incorporated business, Schedule 125 of a T2. 126 codes, grouped.
A record can only take a line that exists on its own form — the same number means different things on different forms. The suggested line is shown before saving, and the line is yours to set.
A few printed lines are not offered because no document can be filed against them: bad debts, amortization, and capital cost allowance are calculated rather than paid.
Exporting
Pick a date range and a format. CSV opens in any spreadsheet; PDF gives totals by line. Both are labelled with the form used, and hand-entered records are flagged.
Clients
Practice gives you a set of books per client, unlimited, with a switcher in the header. Each carries its own CRA form, so incorporated and unincorporated clients can sit side by side.
Billing
Monthly until cancelled. Cancel any time; the subscription ends at the close of the billing month and records stay exportable until then. Export before you cancel. Fees already paid are not refunded; Terms section 7 sets out the three narrow exceptions.