Frequently Asked Questions

A guided tax prep checklist at taxtrail is a step-by-step list of tasks and documents you need to prepare your 2025 filings. It breaks down each requirement into manageable items so you can track progress and stay organized throughout the season.

Automated reminders from taxtrail are delivered via email or in-app notifications. You’ll receive timely prompts about upcoming deadlines, missing documents, and key milestones. This system helps you stay on schedule without having to remember every due date.

Independent consultants, freelancers, gig workers, and sole proprietors operating in Canada can all benefit. Whether you’re new to self-employment or have been filing for years, taxtrail’s resources are tailored to your workflow and business model.

Common items include receipts for business-related expenses, invoice records, payment confirmations, and any forms received from clients. The checklist organizes these into categories so you know exactly what to collect for your 2025 return.

Yes. taxtrail allows you to add, remove, or reorder tasks based on your specific service offerings and tax situation. You can also upload notes and attach files to each item for quick reference.

taxtrail uses industry-standard encryption and secure servers to protect your data. Access controls and routine security audits help ensure your information stays private and safe.