Canada’s most comprehensive library of electronic tax forms with up to 475 stored forms, Taxprep Forms will increase your
efficiency, accuracy and profitability. It puts the most current forms, slips and schedules right at your fingertips.
Work smarter. Increase your accuracy. Boost your productivity.
Taxprep Forms has all the features you need to power through the tax return process with ease:
Available in three subscription categories
There are three different Taxprep Forms subscriptions to choose from. Simply choose the one that best suits your needs:
Includes the T4, T4A, T5, RL-1 and RL-3 slips and corresponding summaries, including support for EFILE Transmission.
With Taxprep Forms Bronze, you’ll have access to a total of nearly 20 forms.
Taxprep Forms Silver
Provides nearly 220 slips and forms issued by Canada Revenue Agency and Revenu Québec. In addition to all the slips
and forms available in Taxprep Forms Bronze, subscribers to Taxprep Forms Silver get the following slips
and related summaries:
Taxprep Forms has the forms and calculations you need to prepare charity and partnership information returns.
Taxprep Forms supports forms T3010 and T5013 that reflect the latest CRA rules regarding charities and partnerships.
Quick search and built-in calculations
Taxprep Forms has time-saving features such as quick search, built-in calculations, data-saving and
convenient print options.
Ability to personalize and customize
Taxprep Forms lets you personalize statuses and customize diagnostics. What’s more, it provides you with added
security because you can limit access with password-protected files.
Easy file management
Taxprep Forms lets you manage your files using Client Manager. You can easily find and sort files and forms
and receive quick updates on return status.
Permanent data roll forward
With Taxprep Forms, permanent data – such as documents and notes – can be rolled forward to the following year,
without you ever having to enter the information again. Find out more.
Here is just some of the permanent data that’s rolled forward to the following year in Taxprep Forms:
Social insurance number
Slip recipients’ names and addresses for T-slip preparers
Slip Navigator for easy access to data
For T-slip preparers, the Slip Navigator feature provides easy access to data entered for recipients as well as various
sorting capabilities that are incredibly efficient. Find out more.
To prepare slips more efficiently, the Slip Search appears in the toolbar section of the Taxprep Forms window
when the data entry screen is displayed.
Easy importing and exporting of data
Taxprep Forms allows you to exchange data between all slips included in Taxprep Forms and Excel spreadsheets
to reduce errors and save time.
Helps you get an early start on next year’s slip and form preparation
Once you’ve finished filing your clients’ slips and forms for the taxation year that just ended, you can roll forward
your client files and start preparing the next year’s returns within the same Taxprep Forms program. Find out more.
With Taxprep Forms, there’s no need to wait for next year’s version of the program. Once it comes out, you can
simply open the client file, complete your preparation work and file the forms.
Regular updates throughout the year
To keep you current, Taxprep Forms is updated throughout the year. That means you always have access to the most
recent version of the forms you need.
Integration with other Taxprep products
Taxprep products literally talk to each other. For instance, you can import data from the T-slips to the T1 forms
in Personal Taxprep. In addition, if you are already using a product from the Taxprep suite, you can transfer
taxpayer identification information into Taxprep Forms and create a new file.
Industry-leading support, service and training
With Taxprep Forms you get Wolters Kluwer’s best-in-class tax and technical support and service. Tutorials
are also available in the program’s Professional Centre or on the Taxprep website.