If you're trying to prepare a T2 corporate tax return but CloudTax is asking personal questions, such as your marital status or family information, your account may still be set to the T1 (personal tax) workflow.
This can happen if you first sign in through app.cloudtax.ca and then switch to the T2 filing page.
How to switch your account to T2
Follow these quick steps:
Click your name in the top-right corner.
Select Account Settings by clicking the gear icon.
Scroll down to Preferences.
Open the drop-down menu and select T2.
Once T2 is selected, return to your tax return. You should now be able to continue with the corporate tax filing workflow instead of seeing personal tax questions.
Still having trouble?
If you're still seeing personal tax questions after changing your preference to T2, please contact CloudTax Support and include your CloudTax Account PIN so our team can review your account.