Canadian tax preparation software
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e-Bulletin # 20180406-1
Date: 2018-Apr.-6

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Personal Taxprep
Release of Version 4.0 of Personal Taxprep 2017

We are pleased to announce the release of version 4.0 of Personal Taxprep 2017, which is now available for download.

Important:
The minimum subscription term for this product is one year.
If you have any questions regarding your subscription, please contact Customer Service at cservice@wolterskluwer.com or log on to "My Account" on the https://www.wolterskluwer.ca Web site.

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The CD-ROMs will be shipped starting the week of April 15, 2018.

This version contains the forms approved for filing purposes by the tax authorities for the 2017 taxation year, including those that were under review in previous versions. Returns can be EFILED with this version of Personal Taxprep. For information on the transmission system schedule, please refer to the "Electronic Filing" section of the Release Notes.

Here is a brief summary of the main changes:

  • Planner rate table – Several 2018 rates updated
    Most of the 2018 rates, available at the time this version was released, have been updated in the program (including the provincial tax brackets and non-refundable tax credits) in order to estimate the total tax liability for the 2018 taxation year.
  • TP-436.C – Election to Defer the Payment of Income Tax Attributable to the Deemed Disposition of an Interest in a Qualified Public Corporation Held at the Time of Death
    (Available since version 3.0)
    Starting on February 22, 2017, the legal representative of a deceased person can elect to defer the income tax payable by this person, following the deemed disposition of an interest in a qualified public corporation. The legal representative must calculate the amount of income tax for which payment can be deferred and provide satisfactory security, no later than the deadline for paying the deceased person’s income tax, for the taxation year in which the deemed disposition occurred. This measure applies to shares that are qualified shares at the time of the deemed disposition.

For more information with regards to these changes, consult the Release Notes.


Activation Keys

Personal Taxprep requires an activation key to install the program, which includes various modules. Simply enter the applicable key when prompted. To access your activation key, log on to your "Files Centre" from the Taxprep Download Centre page. In the Dashboard page, click the Activation Key(s) button in the “Download” section. If you have already installed a previous version of Personal Taxprep 2017, the activation key will not be required.


Training

To consult the different training sessions available, access the “Training” section of the Taxprep Web site. To do so, in Personal Taxprep, select Get Taxprep Training in the Help menu.

To learn more about Taxprep or to become familiar with the different features, consult the videos available in the Professional Centre or at https://www.taxprep.com.

For Taxprep and CCH iFirm Tax training, please contact the Professional Services team at learning@wolterskluwer.com.