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Step-by-step guides for TeeTax (financial statements) and TeeBooks (bookkeeping), with screenshots.
Getting started
Create your account, take a tour of the platform and produce your first engagement file in minutes.
Create your account
Sign up for free, no credit card required, and explore the platform on the Free plan.
Read the articleA tour of the platform
The two modules, the sidebar, the active client selector and the quick search: everything you need to find your way around.
Read the articleYour first file in 6 steps
From creating the client to the financial statement PDF: the complete path through a first compilation.
Read the articleTeeTax: financial statements
Prepare your year-end financial statements (CSRS 4200 compilation engagements): trial balance, adjusting entries, notes and a professional PDF.
Create a client and fill in its sheet
Add a client, complete its identification (NEQ, tax numbers, shareholders) and upload its documents.
Read the articleImport the trial balance
The expected file format (4 columns, Excel or CSV), the import and the automatic categorization of accounts.
Read the articleAdjusting entries
Create balanced debit/credit entries, accept them and watch the financial statements update automatically.
Read the articleThe financial statements
How TeeTax assembles the balance sheet, income statement and deficit, and how to customize the presentation.
Read the articleThe notes to the financial statements (CSRS 4200)
Automatic notes, note templates, references on balance sheet lines and capital asset schedules: numbering takes care of itself.
Read the articleThe cash flow statement
Generate the cash flow statement by the indirect method from two fiscal years, then complete the investing and financing activities.
Read the articleExport the financial statement PDF
A complete professional PDF: cover page with your logo, compilation engagement report, statements, notes and schedules.
Read the articleThe comparative report and ratios
Variance analysis, vertical analysis, 18 financial ratios, red flags, break-even point and multi-year trends.
Read the articleThe engagement letter and correspondence
Generate the compilation engagement letter and manage your reusable letter templates.
Read the articleThe compliance checklist and the conclusion
Follow the required steps of a CSRS 4200 compilation engagement and document the file's conclusion.
Read the articleElectronic signatures
Get your documents signed online (T183, engagement letters, financial statements), with a certificate and audit trail.
Read the articleCalendar, time sheets and activity log
Track your deadlines, time spent per client and the complete history of changes to the file.
Read the articleTeeBooks: bookkeeping
Day-to-day accounting: bank transactions, invoices, quotes, GST/QST returns, inventory, fixed assets and reports.
Getting started with TeeBooks
Activate the module, pick your plan and set up a first client's books: chart of accounts, bank accounts, taxes.
Read the articleMigrate from another software (AI Migration)
Import a client's books from QuickBooks, Sage or any other software: artificial intelligence reads your reports and rebuilds the file.
Read the articleBank transactions (import and categorization)
Import your statements (CSV, OFX, Excel), categorize transactions, create automatic rules and handle transfers between accounts.
Read the articleBank reconciliation
Confirm that your books match the bank statement, month after month, with difference handling and drafts.
Read the articleSales invoices
Create and send your clients' invoices, collect online, handle credit notes: the accounting writes itself.
Read the articleQuotes and the sales pipeline
Send quotes your clients accept online, and track every opportunity on a visual pipeline.
Read the articleAutomatic reminders and recurring invoices
Let TeeBooks chase overdue invoices and generate the invoices that come back every month.
Read the articleJournal entries and the general ledger
Record manual entries, browse the general ledger, lock closed periods and automate repeating entries.
Read the articleGST and QST
Produce a period's tax return, record the payments (even in instalments) and reconcile with Revenu Québec.
Read the articleInventory
Product catalog, period-end counts and perpetual tracking with average cost: cost of goods sold writes itself.
Read the articleFixed assets and amortization
Keep the client's fixed asset register and let amortization post itself automatically.
Read the articleThe client portal and statements
Give your clients read access to their books, creation of their sales invoices and their monthly statements.
Read the articleMonth-end close and reports
The month-end routine, PDF reports (general ledger, trial balance, financial statements) and deadline tracking.
Read the articleAccount and firm
Your firm profile, your team, your plans and your preferences.
The firm profile and sending email
Your name, logo and contact details sign every document; connect Gmail to send from your own address.
Read the articleInvite your team
Add employees to your firm: they share your clients and your plan, each with their own account.
Read the articlePlans and billing
The TeeTax and TeeBooks plans, prices, PayPal payment and cancelling anytime.
Read the articleLanguage and preferences
Switch between French and English, adjust the appearance and manage your personal preferences.
Read the articleDidn't find your answer?
Write to us at support@teetax.ca: we answer quickly, in French or English.