Canadian tax preparation software
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Personal Taxprep
Personal Taxprep
Personal Taxprep
Accurate, optimized returns for better results

Personal Taxprep is the most advanced professional tax preparation software available, with unique features that help you manage your return preparation status and workflow. That’s why Canada’s top accounting firms rely on our market-leading innovations and unmatched reliability.

Streamline your tax preparation process. Improve your accuracy. Strengthen your client relationships.
Personal Taxprep has these smart tools and features designed to fast forward your practice. It provides you with:

Personal Taxprep provides you with the most sophisticated T1 and TP1 optimizations available, such as capital loss carry-forwards and pension income-splitting scenarios.
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With Personal Taxprep, it’s easy to identify problems such as missing data and you can review and mark up diagnostics after completing a return.
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Personal Taxprep’s Client Manager helps you manage the entire tax return preparation process, and gives you easy access to reports.
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Not only does Taxprep Xpress speed up data entry, it also makes it easier to review for omissions and errors by allowing side-by-side comparisons of data from current and prior years.
The T1-ADJ feature automatically calculates the overall impact of changes made to a return after filing. Plus, you can quickly and easily amend tax returns that have already been filed and accepted.
Personal Taxprep has more summaries than any other T1 software, providing your preparers and reviewers with a concise overview of returns.
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Personal Taxprep lets you save time and improve workflow efficiency, while saving paper.
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Personal Taxprep makes it easy to switch from other programs such as Profile® or DT Max, with automatic T1 data conversion.
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With the marginal tax rate form in Personal Taxprep, you can calculate your clients’ federal, provincial and family marginal rates for four types of income.
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Personal Taxprep handles more specialty returns than any other T1 program to help you meet the needs of clients with special or unique tax situations.
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Personal Taxprep has many features such as optimizations and automatic updates that will help you save time when you are filing Québec TP1 returns.
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TaxprepConnect forms a bridge between Personal Taxprep and the CRA’s Auto-fill T1 Return (AFR) service.
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Personal Taxprep provides links to Preparing Your Income Tax Returns guide (both online and DVD versions are sold separately) as well as other tax research tools. And Personal Taxprep has InfoConnect functionality.
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You can do even more with Personal Taxprep when you integrate with other Wolters Kluwer tax research and software.
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With Personal Taxprep you get Wolters Kluwer’s best-in-class tax and technical support and service. You also have access to industry-leading training delivered by phone, webinars, in-class sessions and conferences.
As a Personal Taxprep user, you have direct online access to the Taxprep Print Service.
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Get the most out of your software by attending professional training seminars and web-based conferences presented by our experts. Simply choose what best fits your schedule.
Discover for yourself why Personal Taxprep is considered the best personal tax software in the industry.
Want an account manager to contact you? Simply provide us with your contact information.
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