Traceable tax workflow limited coverage United States + Canada
Tax decisions you can defend

Turn tax complexity into clear, reviewable decisions.

Explore calculations, rule evidence, and transaction history in your tax workspace. Tax research is being built around approved source evidence.

Versioned rules Deterministic math Source lineage
Calculation trace Rule matched
BASE-RATE SCENARIOOntario · HST
CA-ON

TransactionFacts normalized

RuleEffective version

ResultComponent math

SubtotalCA$1,000.00
+
HST · 13%CA$130.00
=
Illustrative totalCA$1,130.00

Evidence attachedAuthority source · Rule version · Input snapshot

Tenant isolatedWorkspace-scoped data
ReproducibleEvery input preserved
Multi-tenant workspace Evidence-first workflow Effective-dated rules Professional review boundary
One controlled platform

From transaction facts to evidence in one workflow

Designed for finance teams, accounting practices, marketplaces, and operators who need speed without losing traceability.

Deterministic calculations

Fixed-precision component calculations keep financial math outside the language model.

Inputs + outputs + lineage

AI research boundary

The base-rate can illustrate missing-fact guidance. Production answers stay disabled until approved tenant-scoped evidence content is ingested and retrieved.

Grounded production path is roadmap

Nexus intelligence

A planned workflow for tracking physical and economic signals, thresholds, and registrations.

Roadmap capability

Document intelligence

A planned review surface for invoices, exemption certificates, notices, and extracted facts.

Roadmap capability

Bulk operations

A future import workflow with validation, progress, retries, and row-level exceptions.

Roadmap capability

Calculation history

Preserve transaction inputs, rule versions, component results, and evidence for later review.

Available in the base-rate
Designed for accountability

Evidence explains. Approved rules calculate.

Effective-dated rules and fixed-precision code remain the only source of calculated amounts. Any future model output will require approved evidence and professional review.

01

Capture facts

Start with amount, transaction date, jurisdiction, and exemption status.

02

Resolve a rule

Select an explicit jurisdiction rule and its effective version.

03

Calculate

Apply component rates with deterministic fixed-precision math.

04

Review evidence

Inspect the source, assumptions, limitations, and saved history.

Transparent base-rate scope

A credible foundation, with honest boundaries.

The current calculator supports base-rate examples for six jurisdictions. It does not claim complete local-rate, nexus, product-taxability, filing, or legal-advice coverage.

United StatesCalifornia, New York, and Texas base-rate scenarios
CanadaOntario, British Columbia, and Quebec component scenarios
Inspect the live rule library
Security by design

Built around isolation, traceability, and least privilege.

TaxPilot implements secure sessions and organization-scoped access as the foundation for a production control plane.

Tenant-scoped accessUsers operate inside an explicitly selected organization.
Explicit authentication boundaryRegister your workspace and sign in with your email and password. Sessions remain isolated to your organization.
Reviewable lineageCalculations retain rule versions and authority links.
Safe defaultsStrict browser policy, rate limits, and bounded inputs.
TaxPilot workspace

Explore an explainable tax workflow.

Create your organization, run a supported calculation, and inspect its lineage.