CCH iFirm Taxprep Essentials

With the Federal suite, you get access to CCH iFirm Taxprep Essentials's personal, corporate, and trust tax preparation software. In addition, you get access to a comprehensive library of electronic forms, slips, and schedules.

With T1, you get access to:

• Advanced optimizations that deliver the best possible returns for your clients
• Prior year files with one click
• Review tools that speed up side-by-side comparisons and visibility of unresolved diagnostics
• Return Manager – streamlines workflow and clearly indicates job status
• CRA Auto-fill My Return – reduces data entry, avoids missing slips
• Automatic T1-ADJ – calculates overall impact of changes made to a return after filing
• Summaries that provide preparers and reviewers with a concise overview of returns
• Paperless review and archiving – generate any form or return as a bookmarked PDF
  
  

With T2, you get access to:

• The most comprehensive set of federal and provincial corporate tax forms available
• Prior year files with one click
• Transfer more than 750 items from the General Index of Financial Information (GIFI) into 25 different forms
• 3000+ easy-to-access diagnostics to help avoid costly filing errors
• Specialized Industry Forms – contains forms and calculations for industries with special compliance needs
  
  

With T3, you get access to:

• Built-in features that help navigate the T3 filing process
• Multiple methods for specifying beneficiary allocation for income gains, capital gains and trust income
• Automatic matching and calculations to determine the net amount that can be allocated
• Beneficiary summaries – quickly list beneficiaries identified by the software
• More than 350 diagnostics – custom diagnostics, reminders and warnings can also be created

This tax preparation solution does not include TP1 for Quebec. 

With the Federal and Quebec suite, you get access to CCH iFirm Taxprep Essentials's personal, corporate, and trust tax preparation software. In addition, you get access to a comprehensive library of electronic forms, slips, and scchedules.

With T1, you get access to:

• Advanced optimizations that deliver the best possible returns for your clients
• Prior year files with one click
• Review tools that speed up side-by-side comparisons and visibility of unresolved diagnostics
• Return Manager – streamlines workflow and clearly indicates job status
• CRA Autofill My Return – reduces data entry, avoids missing slips
• Automatic T1-ADJ – calculates overall impact of changes made to a return after filing
• Summaries that provide preparers and reviewers with a concise overview of returns
• Paperless review and archiving – generate any form or return as a bookmarked PDF
  
  

With T2, you get access to:

• The most comprehensive set of federal and provincial corporate tax forms available
• Access prior year files with one click
• Transfer more than 750 items from the General Index of Financial Information (GIFI) into 25 different forms
• 3000+ easy-to-access diagnostics to help avoid costly filing errors
• Specialized Industry Forms – contains forms and calculations for industries with special compliance needs
  
  

With T3, you get access to:

• Built-in features that help navigate the T3 filing process
• Multiple methods for specifying beneficiary allocation for income gains, capital gains and trust income
• Automatic matching and calculations to determine the net amount that can be allocated
• Beneficiary summaries – quickly list beneficiaries identified by the software
• More than 350 diagnostics – custom diagnostics, reminders and warnings can also be created

Developed in association with Canada’s major trust companies, CCH iFirm Taxprep simplifies the preparation of trust return. 

Get access to:

• Built-in features that help navigate the T3 & TP-646 filing process
• Multiple methods for specifying beneficiary allocation for income gains, capital gains and trust income
• Automatic matching and calculations to determine the net amount that can be allocated
• Beneficiary summaries – quickly list beneficiaries identified by the software
• More than 350 diagnostics – custom diagnostics, reminders and warnings can also be created

With T1 and T2, you get access to:

• Advanced optimizations that deliver the best possible returns for your clients
• Prior year files with one click
• Review tools that speed up side-by-side comparisons and visibility of unresolved diagnostics
• Return Manager – streamlines workflow and clearly indicates job status
• CRA Autofill My Return – reduces data entry, avoids missing slips
• Automatic T1-ADJ – calculates overall impact of changes made to a return after filing
• Summaries that provide preparers and reviewers with a concise overview of returns
• Paperless review and archiving – generate any form or return as a bookmarked PDF
• The most comprehensive set of federal and provincial corporate tax forms available
• Transfer more than 750 items from the General Index of Financial Information (GIFI) into 25 different forms
• 3000+ easy-to-access diagnostics to help avoid costly filing errors
• Specialized Industry Forms – contains forms and calculations for industries with special compliance needs

This tax preparation solution does not include T1/TP1 for Quebec.

With TP1 and T2, you get access to:

• Advanced optimizations that deliver the best possible returns for your clients
• Prior year files with one click
• Review tools that speed up side-by-side comparisons and visibility of unresolved diagnostics
• Return Manager – streamlines workflow and clearly indicates job status
• CRA Auto-fill My Return – reduces data entry, avoids missing slips
• Automatic T1-ADJ – calculates overall impact of changes made to a return after filing
• Summaries that provide preparers and reviewers with a concise overview of returns
• Paperless review and archiving – generate any form or return as a bookmarked PDF
• The most comprehensive set of federal and provincial corporate tax forms available
• Transfer more than 750 items from the General Index of Financial Information (GIFI) into 25 different forms
• 3000+ easy-to-access diagnostics to help avoid costly filing errors
• Specialized Industry Forms – contains forms and calculations for industries with special compliance needs

With T1 and TP1, you get access to:

• Advanced optimizations that deliver the best possible returns for your clients
• Ability to access prior year files with one click
• Review tools that speed up side-by-side comparisons and visibility of unresolved diagnostics
• Return Manager – streamlines workflow and clearly indicates job status
• CRA Auto-fill My Return – reduces data entry, avoids missing slips
• Automatic T1-ADJ – calculates overall impact of changes made to a return after filing
• Summaries that provide preparers and reviewers with a concise overview of returns
• Paperless review and archiving – generate any form or return as a bookmarked PDF

• Get the forms you need when you need them – no need to search or contact government offices
• Quick search, built-in calculations, data-saving and convenient print options save you time
• Permanent data – such as documents and notes can be rolled forward so you enter information only once
• Forms are always up to date
• Easily exchange data between slips and Excel® spreadsheets to reduce errors and save time

Here's the complete list of forms available on CCH iFirm Taxprep Essentials Forms: https://go2.wolterskluwer.ca/en/cch-ifirm-tax-formlist

Developed in association with Canada’s major trust companies, CCH iFirm Taxprep simplifies the preparation of trust returns. 

Get access to:

• Built-in features that help navigate the T3 filing process
• Multiple methods for specifying beneficiary allocation for income gains, capital gains and trust income
• Automatic matching and calculations to determine the net amount that can be allocated
• Beneficiary summaries – quickly list beneficiaries identified by the software
• More than 350 diagnostics – custom diagnostics, reminders and warnings can also be created

Get access to:

• The most comprehensive set of federal and provincial corporate tax forms available
• Prior year files with one click
• Transfer more than 750 items from the General Index of Financial Information (GIFI) into 25 different forms
• 3000+ easy-to-access diagnostics to help avoid costly filing errors
• Specialized Industry Forms – contains forms and calculations for industries with special compliance needs

With T1/TP1, you get access to:

• Advanced optimizations that deliver the best possible returns for your clients
• Prior year files with one click
• Review tools that speed up side-by-side comparisons and visibility of unresolved diagnostics
• Return Manager – streamlines workflow and clearly indicates job status
• CRA Auto-fill My Return – reduces data entry, avoids missing slips
• Automatic T1-ADJ – calculates overall impact of changes made to a return after filing
• Summaries that provide preparers and reviewers with a concise overview of returns
• Paperless review and archiving – generate any form or return as a bookmarked PDF

This tax preparation solution does not include T1/TP1 for Quebec.