Organize your tax slips with AI (2026)
Organize your T4, T5 and T5008 slips with AI: Era reads each slip and receipt, cites the box, files it under your tags and answers in any assistant you use.
You can organize your tax slips with AI by adding your T4, T5, T5008 and receipts to Era's Document Library. Era reads each slip, keeps the box it came from, and files it under your own tags, so Claude, ChatGPT or Gemini can tell you what you have and what you are still waiting for.
How do you organize T4 and T5 slips with AI?
Make a tag for the tax year, then upload each slip by link as it arrives. Era identifies the document, reads its values and keeps a citation to the page and snippet, and your assistant can list the slips you hold and the payers that haven't sent one yet.
The 2026 return is filed in early 2027, and the Canada Revenue Agency explains where to start at canada.ca. Slips trickle in from employers, banks and brokerages over weeks. A library that reads them as they come means nothing is left in an email.
Which Canadian tax documents can Era read?
Era reads tax forms as a document kind, which includes Canada's T5008 slips, and it reads the paper around a return too: pay stubs, bank and investment statements, receipts, invoices and bills. Ask your assistant for the payer, the box and the amount on any slip.
A prompt such as "Use Era. List every slip I've uploaded for 2026 with the payer and the amount" gives you a checklist you can hand to a preparer or keep for yourself.
How do you find what is missing?
Compare what you have with what you expect. Because Era also holds your accounts, your assistant can notice that an account earned interest and has no slip in the library, or that a brokerage account made trades and has no T5008.
Use Era. Which of my accounts earned interest or investment income in 2026, and do I have a slip for each one?
Use Era. Which employers paid me this year, and have I uploaded a T4 from each?
Can you keep receipts for deductions beside the slips?
Yes. Upload receipts, tag them with the year, and Era reads the merchant, date and total. At filing time you ask for every receipt under a tag, grouped by purpose, and you give your preparer a clean list with the paper behind each line.
Can you share your slips with a preparer or a spouse?
Yes. Put the year's documents in a shared space with a spouse, or send a preparer a share link. The link opens only for a signed-in Era user and expires after the lifetime you choose. Facts you promote, such as your province of residence, join Era's memory for every connected assistant.
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