Canadian tax preparation software
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Date: 2010-Feb.-4

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Personal Taxprep
Personal Taxprep Version 2.0 - 2009 Release

We are pleased to announce the release of Personal Taxprep version 2.0 - 2009, which is now available for download.

To download now, click here.

The CD-ROMs will be shipped starting the week of February 7.

This version contains most of the forms released by the tax authorities for the 2009 taxation year. These forms were approved and allow you to file income tax returns for taxpayers who do not require the forms listed in the "Forms Not Accessible or Under Review" section of the Release Notes.

Returns can be EFILED with this version of Personal Taxprep. For the transmission reception schedule, please refer to the "Electronic Filing" section of the Release Notes.

Here is a brief summary of the main changes:
  • Marginal Tax Rate – Marginal Tax Rate Workchart (Jump Code: MARGINAL) – This new form allows you to calculate the marginal rate based on four types of income: ordinary income, Canadian eligible dividends, Canadian dividends other than eligible dividends and capital gains.
  • Importing Québec Slips – CCH Scan and Personal Taxprep users can now take advantage of AutoFlow Technology to automatically extract data from Québec slips for importation into Personal Taxprep.
  • Importing PDF files from the Remote Validation Service into Personal Taxprep – Since January 15, 2010, you can benefit from the Remote Validation Service.
Activation Key
Personal Taxprep requires an activation key to install the program, which includes various modules. If you choose to use them, simply enter the applicable key when prompted. The activation key is found at the bottom of the letter enclosed with the first 2009 version of the program that you received at the beginning of January; please keep it in a safe place, as you will need it should you have to reinstall the program in the future. Your activation key is also available, at all times, in your account information on the Taxprep "Downloads!" Web page.

To learn more about Personal Taxprep and become familiar with the new features, consult the Release Notes and Quickstart Guide available in the Professional Centre view of Personal Taxprep as well as the program’s Help.

Taxprep Training
Get up to speed on the latest tax and form changes and learn how to deal with some of the more difficult tax situations you may encounter this year. Register for either an in-class seminar or for a topic-specific Webinar. Visit for more details on the different training options available.