Explore Products to Match Your Ideal Tax Solution

Unlimited Tax Returns (for Efile Professional services)

• Unlimited number of tax returns
• Unlimited forms/schedules (same or different returns)
• Unlimited number of all types of slips (T3,T4,T5, etc.)
• Unlimited number of Self Empl. Statements (Business, Professional, Commission, Farming, Fishing)
• Unlimited number of Rental Statements
• Multiple number of countries for Foreign Tax Credits
• All types of returns: (Non Resident, Bankruptcy, Deceased, Multiple jurisdictions)
• Multiple users can use the same license

Other features

• Automatic notification if there is a program update (upon opening the program).
• Fee Structure for invoice preparation
• Audit trail of the date/time the return has progressed through several stages of preparation.
• Preparer textual notes and practical status indicators such as "Missing data", "Ready to print", "EFile rejected", etc..
• Multi-year comparison of each tax return
• Client handout with additional information required
• Client Letters with your own Logo
• Flow-through taxation

Safe error trapping and diagnostics

• Audit Wizards automatically detect any real or potential errors during return preparation
• Error trapping at data entry
• Summary of outstanding errors before Printing/Saving/Efiling
• Single mouse click locates the form and field in error

Intuitive, easy to use interface

• Multiple returns in memory
• Returns differentiated by different colors automatically
• Choose your own color for each loaded return with a single mouse click
• Comparative summary (current with previous years)
• Summaries of all multiple occurrence forms and statements; i.e. Bus. Statements summary, Rental Summary, etc.
• All functions accessible from a single desktop window
• Customizable desktop to optimize space for tax data entry
• On-line context sensitive help

Speedy data entry

• Predictive entry such as names of financial institutions in T5, T3, Schedule 4
• Shared slips and statements are entered only once
• Automatic allocation of shared slips to each spouse
• Automatic allocation of self-employment income and expenses to spouses or partners
• Automatic allocation of home expenses to several self-employment statements
• Automatic allocation of rental income to spouses or partners
• Spousal coupling or family processing with optimization
• Data Continuity (Carry forward and Installment calculations)
• NAICS codes for automatic entry
• Copy data among forms
• Currency conversion for foreign income
• Reviewer Notes for each return

True images of CRA forms in display and print

• Exact and easy to read replicas of Revenue Canada forms, with all necessary fonts
• What you see what you get operation (WYSWYG)

Effortless "what if"

• Key tax data (Income, deductions, balance, etc.) constantly displayed on the screen after each keystroke

Single mouse click operation

• Most functions accessible with a single mouse click on intuitive program icons

Printing

• Exact replicas of all CRA forms, with all necessary fonts
• Several Printing templates to fit your operational style. You define what the program prints for your client’s copy vs the copy for CRA or your own copy of the return.
• Single mouse click prints ‘ready to print returns’.

Customization

• Most features are customizable to fit your needs and taste.
• Default parameters to save keystrokes (Province, City, etc.).
• Print format

Effortless Internet Filing

• Transmission file creation with a single keystroke, for ‘Ready for Efile’ returns
• Automatic status of EFiled returns (rejected, accepted, error codes) and reports