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Helping You Give Your Clients More.
Your trust clients can be challenging. With specific financial goals in mind, trust clients count on experts
like you to ensure an optimal tax situation. Developed in association with Canada’s major trust companies,
Taxprep for Trusts ensures your ability to exceed your trust clients’ expectations by providing them with
intelligent options and solutions. Whether you prepare just a few returns every year or a few thousand returns,
Taxprep for Trusts will help you look after your clients’ best interests. And, now that Taxprep for Trusts shares
the same interface as Corporate Taxprep and Personal Taxprep, it’s easy to use and a breeze for you and your staff
to learn.
Automatic Calculations
Save preparation time and optimize the tax situation for the trust and its beneficiaries with Taxprep for Trusts
automatic calculations. Taxprep for Trusts also automatically matches the trust’s revenues to expenses to determine
the net amount that can be allocated to beneficiaries.
Beneficiary Allocations
For maximum flexibility, choose from multiple methods of specifying beneficiary allocations.
- Income and capital gains can be allocated separately.
- Trust income can be allocated according to a fixed amount or a percentage.
You can satisfy the trust requirements with minimal manual intervention.
Links to CCH Tax Research
It takes a combination of skill and knowledge to provide your clients with intelligent solutions. When you need
clarification of tax laws or regulations, expert help is just a click away. Taxprep for Trusts provides you with
context-sensitive links to leading CCH Tax research publications such as the Income Tax Act, Interpretation Bulletins
and Information Circulars (sold separately). Just click on a cell from within the trust return, and a context-sensitive
link takes you to the applicable information.
It’s one more way CCH provides you with integrated, intelligent solutions.
Filing Made Easy
Dealing with trusts means having to file a T3 (and possibly a Quebec TP-646), as well as summaries,
and of course producing slips for beneficiaries.With built-in features that help you navigate through the
T3 filing process quickly and easily, Taxprep for Trusts ensures you don’t miss a thing!
Assistant
Taxprep for Trusts provides an "Assistant" to help you prepare your trust tax returns! The Assistant
screen will speed up the preparation of T3/TP-646 tax returns by grouping data entries into eight successive
steps, each one providing direct access to applicable entry screens. One of our customers’ favourite features!
Diagnostics
Whether you prepare numerous trust returns or only a handful, you’ll benefit from more than 280 diagnostics in
Taxprep for Trusts that will ensure that you are alerted to potential errors.
Magnetic Media Filing
Taxprep for Trusts supports magnetic media filing for T3, NR4 and Québec RL-16 slips in XML format.
Printing Returns and Slips
Choose from a variety of printing options, including printing laser facsimiles of returns and slips, as well
as printing T3/NR4 slips directly onto forms available from the CRA.
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Taxprep for Trusts Lite
If you prepare only a small number of trust returns, consider the most cost-effective option: Taxprep for Trusts Lite.
This Lite version contains all Taxprep for Trusts features, but is limited to the preparation of only five returns. Use
of a print diskette or web-based print counter is required.
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