Getting Started

TaxTron has been designed, by Canadians for Canadians, to allow the user to prepare their personal Canadian tax returns quickly and easily. Able to handle returns from simple to complex, Federal, Quebec and Alberta returns, electronic filing or the traditional printing and mailing of your return, the program has been engineered to maximize your refund, getting you the best refund you deserve.

Licensing and Activation

Professional users must purchase a license prior to obtaining the software. Upon attempting to print or NETFILE the first return for your clients, you will be prompted to activate the software using your license number. This license number is linked to your EFILE number, and different EFILE numbers require corresponding unique license numbers.

For the personal user, TaxTron is free to download and prepare your returns. However, you must purchase a license in order to print or NETFILE a return, unless your total income is $31,000 or less or you are a full-time student for at least 4 months as noted on your T2202A tuition form. If the software has not been activated and a license is required, it will automatically ask for the license information when attempting to print or NETFILE a return.

Note: Under CRA guidelines, there is a limit of 20 returns per machine that can be filed by individuals, either by print or electronically, regardless of the number of returns prepared. Professional users are registered with CRA and not subject to these limits.

To review your license usage in TaxTron for Windows®, go to the Tools menu and select License Usage. Note that professional users have no limit on usage so this option does not appear in the Professional software.

Help and Support

Our TaxTron support staff are ready to assist you. Should you have questions or require assistance, you can contact us by several methods:

To contact us by email, please e-mail us:

	English:		Support
	French:		Aide

	Nationwide:		416-491-0333
	In Calgary:		403-444-9048
	In Halifax		902-457-4013
	In Montreal: (French)		514-819-0338
	In Ottawa:		613-741-1222
	In Ottawa: (French)		613-741-1222
	In Vancouver:		778-300-1320

Note: All Phone numbers except Ottawa and Montreal are redirected to our Toronto office

What's New in TaxTron

New Optimization Feature - This new option goes through the return, analyzing it for possible tax savings in order to maximize your return.

Pooled registered pension plan (PRPP) (lines 115, 205,and 208) – The PRPP is a new retirement savings option for individuals, including those who are self-employed. For more information about the PRPP, click here

Other income (line 130) – Enter on line 130 amounts (grants) paid to you as a result of taking time away from work to cope with the death or disappearance of your child because of an offence or probable offence under the Criminal Code.

Adoption expenses (line 313) – For adoptions finalized in 2013 and subsequent years, the adoption period has been extended. The adoption period

begins either when an application is made for registration with a provincial or territorial ministry responsible for adoption (or with an adoption agency licensed by a provincial or territorial government) or when an application related to the adoption is made to a Canadian court, whichever is earlier; and
ends when an adoption order is issued by, or recognized by, a government in Canada for that child or when the child first begins to reside permanently with you, whichever is later.

Donations and gifts (line 349) – For the 2013 to 2017 years, you may be able to claim a first-time donor’s super credit.

For 2013 to 2017, if you are a first-time donor, you can claim up to $1,000 of donations of money made after March 20, 2013, for the FDSC. This credit is calculated by multiplying these donations by 25%. This is in addition to the credit already allowed for these same donations that you and your spouse or common-law partner (if you have one), have claimed on line 340 of Schedule 9.

To qualify as a first-time donor, neither you nor your spouse or common-law partner, (if you have one), can have claimed and been allowed a charitable donations tax credit for any year after 2007. If you have a spouse or common-law partner, you can share the FDSC, but the total combined donations claimed cannot exceed $1,000.

Investment tax credit (line 412) – Eligibility for the mineral exploration tax credit has been extended to flow-through share agreements entered into before April 1, 2014.

Tax related to the non-purchase of replacement shares in a Quebec labour-sponsored fund (line 418) – You may have to pay a special tax if you re deemed your shares from a Quebec labour-sponsored fund to participate in the Home Buyers’ Plan (HBP) or the Lifelong Learning Plan (LLP), but did not purchase replacement shares within the prescribed time.

Overseas employment tax credit (line 426) – From 2013 to 2016, the overseas employment tax credit will be phased out. It will be eliminated for 2016 and subsequent years. For more information, see Form T626, Overseas Employment Tax Credit.

CPP Revocation - Added option to allow for ability to revoke CPP Election from Form CPT20, Election to Pay a Contribution to the Canada Pension Plan.

Foreign property – Under certain circumstances, the reassessment period for a return has been extended. Under proposed changes, this reassessment period is extended from three years to six years if:

you did not report income from a specified foreign property on your return; and
you did not file Form T1135 on time, or you did not identify specified foreign property, or you identified it incorrectly, on Form T1135.

		Navigation