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Switching software CAN be painless. Cantax will retain relevant information from both QuickTax™ and ProFile™.
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Your documents look as professional as you do. Cantax T1Plus includes a handy word processor, making it easy to
customize letters and labels.
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Totalling expenses is totally faster. When you use Breakdown to enter the description and amount of each item,
Cantax automatically groups related expenses and totals them, and then posts them in the appropriate field.
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Cantax T1Plus can help. It’s a full-featured, professional T1 preparation program that allows you to do more in
less time and gives you the tools to offer your clients more: more valuable tax and financial advice, faster processing
times for their returns, and more reasons to come back next year.
Plus, Cantax is backed by excellent technical and tax support. We’re here to back you up, to help you offer
your clients the best service possible and to make tax season a little easier for you.
Streamline family returns
When preparing T1s for a family, it’s all about efficiency. Cantax T1Plus integrates the family’s returns, so you can:
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Enter data only once. With Cantax T1Plus, enter the dependant’s information, and it’s automatically populated
into the appropriate fields in the taxpayer’s and spouse’s file. If a dependant is not filing a return, simply enter their
information into their parents’ returns to calculate credits and deductions without a separate data file. So easy - no
jumping back and forth between returns to find information.
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Save them tax money. Cantax uses the entire family’s information to calculate the optimal tax situation,
automatically. They’ll save tax dollars, and you’ll save time.
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Make next year easier. Sometimes things change, sometimes they don’t. No problem. There’s no need to re-key last
year’s information. It gets carried forward automatically. And when kids grow up, simply uncouple the dependant’s return
from the family’s. It’s easy for you and your clients, this year, and next… and next… and next…
No fuss, no fiddle optimal pension income splitting
With one click, Cantax T1Plus shows you where to split pension income for maximum tax savings. It calculates a
pension income allocation that will generate the maximum current year tax savings based on the data in the return.
Even when you’re working at peak capacity in the heart of tax season, you can be sure that you are saving your clients tax
dollars. Your customers will appreciate the savings, and you’ll appreciate the ease.
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Expand your client relationships with Cantax Wealth Planner
Once a year, you prepare their T1s — but you can offer them more based on the information you already have. Cantax Wealth
Planner can organize and present data from the T1 for you so that you can give your clients valuable financial advice. This can
be a great opportunity for you to sit with your clients and develop a long-term relationship with them that is more than simple
T1 preparation, year to year.
Cantax Wealth Planner combines information from the return with your estimates and assumptions and presents a range of
potential situations based on different projections. You can estimate tax liability for the coming year, and even better,
create multiple what-if scenarios. Based on your advice, your clients will be able to make better decisions about their future.
The Wealth Planner includes the following tools to help you and your clients plan:
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Lifetime Tax Planner: Tax Reduction Planner
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Investment Tax Planner: Marginal Tax Rate Planner; Non-Registered Investment Rate of Return Planner; Pre-tax Income Diversification Planner
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Family RRSP/RRIF Investment Planner: 2011 RRSP Contribution Planner; RRSP Contribution or Debt Reduction; RRIF
Withdrawal Planner; RRSP Optimizer; RRSP Loan Planner
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Education Savings Planner: Projected Education Costs; RESP Savings Growth Chart
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Employee Benefits Planner: Automobiles — Buy or Lease? Should your employer provide the car?
Wouldn’t it be nice if that field you need jumped up and found you?
Pathfinder makes it easy for you to find what you need in a T1. It tracks and lists information you enter into Cantax
in a handy scrollable list. All you need to do is click on a value you entered, and presto, you’re there. You can also use Pathfinder
for last year’s data, or even to compare data from this year to last year. No more searching through printouts. You’ll save some
paper and a lot of time.
T1 adjustments — piece of cake
You filed the T1. Two weeks later, the client phones you with something they forgot. Problem? What problem? With Cantax T1’s
adjustment feature, you can make the adjustments without having to manually find and update specific lines within the return.
This will help you generate the changed return - and even the spouse’s return - much more quickly. Save time and boost productivity
and maybe save a couple of headaches while you’re at it.
Help at your fingertips
If you have a question, simply right-click to access 2 levels of help. Click Cantax Help for quick answers that
immediately refer to the line you’re working on that are built right in - no Internet connection necessary.
Then, if you need more extensive help, click CCH Help from the right-click menu. CCH Help links to
Preparing Your Income Tax Returns®*, a comprehensive tax reference guide available at an extra cost. Right-click the field
and you’ll immediately jump to the correct section for in-depth answers.
* Sold separately, or enabled with subscription to the online or DVD version of this publication.
... And tax experts waiting for your call
Have a question? CCH is the recognized industry leader, which means that you have Canada’s foremost tax researchers on your
team, whether your firm consists of 1 or 200 people. You get fast answers without leaving the return, on the phone or online,
with extended help hours during tax season.
"QuickTax" is a registered trademark used by Intuit Canada under license.
"ProFile" is a registered trademark of Intuit Inc. or its subsidiaries.
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