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FormulaTrix


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 Overview

Tax Forms When You Need Them.
The tax forms you need right at your fingertips. As Canada’s most comprehensive library of electronic tax forms, FormulaTrix provides up to 600 stored forms. No more time wasted searching the Internet or contacting government offices for a specific form. And this convenience is supported by a host of powerful tools like quick search, built-in calculations, data-saving, convenient print options and much more. Choose from three different levels of FormulaTrix; there’s one that suits you!

Complete list of forms and slips offered in all three versions of FormulaTrix.

Preparing Specialized Returns?
FormulaTrix includes the forms and calculations you need to prepare charity and partnership returns.
FormulaTrix BRONZE
Includes the T4, T4A, T5, RL-1, RL-3 and RL-4 slips and corresponding summaries, including support for magnetic media filing.

FormulaTrix SILVER
Provides more than 200 slips and forms issued by the CRA and Revenu Québec, including:
  • All slips and forms available in FormulaTrix Bronze.

  • The following slips: NR4, T3, T4A-NR, T4F, T4PS, T4RIF, T4RSP, T10, T101, T106, T2202A, T5008, T5013, T5018, RL-2, RL-11, RL-15, RL-16, RL-17, RL-18, RL-24, RL-25. and RL-27 along with the corresponding federal and Québec summaries.

  • Partnership (T5013/TP-600) and charity (T3010A/ TP-985.22) returns and related forms.
FormulaTrix GOLD
Provides close to 600 slips and forms issued by the CRA and Revenu Québec, including:
  • All slips and forms contained in FormulaTrix Bronze and FormulaTrix Silver.
  • T4ARCA and T737-RCA slips and summaries.
  • Forms for source withholdings and self-employment.
  • Selected GST/HST and QST forms.





Save Time!
In addition to making the forms more accessible, FormulaTrix includes several features designed to save time when preparing tax forms.






CCH Instant Update
It’s easy to keep FormulaTrix current by updating online throughout the year. Check for new forms or revisions to existing forms at your convenience and simply download the ones you need.

Slip Navigator
The Slip Navigator provides easy access to data entered for recipients as well as various sorting possibilities. To prepare slips more efficiently, when a slip data entry screen is displayed, the Slip Navigator appears in the toolbar section of the FormulaTrix window. The Navigator includes commands such as "Go to next slip" and "Go to previous slip", as well as commands to add and delete slips, to sort slips and to open the Slip Manager dialog box.

Permanent Data Rolled Forward
Permanent data (name, address, SIN, etc.) is retained and can be rolled forward to the following year to save time re-keying.

Import and Export
You can exchange data between all slips included in FormulaTrix and certain other sources such as Excel spreadsheets.

Forms Containing Data
This column of the index displays a check mark in each row to indicate forms, slips or summaries that contain data.

File Protection
Password protection can be activated for all your FormulaTrix files.

Labels
You can print labels for your T4/RL-1, T4A/RL-1/RL-2, T5/RL-3, RL-4 and T5013/RL-15 slips.





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For Product inquiries or Customer Service, email us at sales@taxprep.com or call 1-800-387-9471.