Heightly ai Photographer Tax Prep Demo Photographers Canada

Heightly Demo for Canadian Photographers: Upload Bank Statements & Generate a T2125 Tax Prep Report This video demonstrates Heightly, an AI-assisted bookkeeping tool that turns bank statements into a tax prep report for sole proprietors and freelancers in Canada and the United States, using a sample Ontario photography business (Northlight Photography) that is HST-registered with a CIBC Visa and CIBC business checking account. It walks through choosing the Complete plan, uploading statements (CSV recommended; PDFs supported), ensuring bank vs. credit card files go to the correct upload boxes, previewing and verifying statements, and answering setup questions including HST treatment, vehicle use, out-of-account expenses, home office details, and cash revenue. The demo then shows reviewing and categorizing a subset of transactions, handling capital assets over $500, marking personal transactions, applying rules to repeated vendors, and finalizing to download a PDF summary and Excel (including transaction-level detail), with HST and T2125/GIFI-coded totals for tax filing and audit support. 00:00 What Heightly Does 00:47 Demo Business Setup 01:23 Upload Statements Correctly 03:52 Preview Uploads 04:25 Verify Statement Accuracy 06:21 Answer Tax Questions 08:09 Payment And Processing 10:00 Review And Categorize 10:15 Capital Assets Explained 12:55 Overrides And Consistency 15:45 Final Review Before Report 17:48 Download Tax Prep Report 18:13 Report Breakdown And GST 20:09 Wrap Up And Recordkeeping