TaxprepConnect – Revenu Québec
How can Personal Taxprep advance my practice?
Advance optimizations for better results
Personal Taxprep is the tax software that provides the most sophisticated T1 and TP1 optimizations available, such as capital loss carry forwards and pension income-splitting scenarios.
Extensive edit checks and diagnostics to reduce errors
Personal Taxprep is a software you can trust. You will improve your accuracy. It’s easy to identify problems such as missing data and you can review and mark up diagnostics after completing a return.
A Client Manager that streamlines processes
Personal Taxprep’s Client Manager helps you manage the entire tax return preparation process and gives you easy access to reports
Taxprep Xpress speeds up data entry
Taxprep Xpress not only speeds 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.
Easy switching from other programs
Personal Taxprep makes it easy to switch from other programs such as Profile or DT Max, with automatic T1 data conversions.
Paperless review and archiving
Personal Taxprep lets you save time and improve workflow efficiently, while saving paper.
TaxprepConnect connects Personal Taxprep and the CRA
TaxprepConnect forms a bridge between Personal Taxprep and the CRA’s Auto-fill T1 Return (AFR) service.
Quick access to premier content and award-winning tools
Personal Taxprep provides links to Preparing Your Income Tax Returns guide as well as other tax research tools (sold separately). And Personal Taxprep has the InfoConnect functionality, providing a preview relevant content from Wolters Kluwer tax research resources available on IntelliConnect.
Integration with other innovative Wolters Kluwer software
Industry-leading support, service and training
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.
TaxprepConnect and Revenu Québec Tax Data Download
TaxprepConnect allows you to retrieve the information available from Revenu Québec’s Tax Data Download service. Here is the information that can be downloaded to populate the TP1 returns:
|RL slips and other slips||1, 2, 3, 5, 6, 7, 8, 10, 16, 19, 22, 24, 25, 26, 27, 29, RC62, T4E, and T4AOAS|
|Additional info||Installments, interest paid by Revenu Québec, personal information|
When data is transferred into the return, data contained in the Québec RL slips will automatically populate the appropriate federal and provincial fields in the Taxprep slips, where applicable, which significantly speeds up data entry. For instance, all T3 slips cells that share identical values with the RL-16 slip will be populated automatically.
You can download tax data of previous years (2018, 2019 and 2020), when you have a valid authorization.
There are no charges for using TaxprepConnect with Revenu Québec’s Tax Data Download service.
Authorization from your client
Starting in the 2018 taxation year, you can download a taxpayer’s data without using a download code. To do so, a valid Form MR-69, Authorization to Communicate Information or Power of Attorney, must have been previously sent to Revenu Québec.
Note that you can always obtain a download code with Revenu Québec, as in the past, and use it to download a taxpayer’s tax data.
This code will be automatically transferred into the TaxprepConnect Download form. Therefore, should you have to download the information again at a later date, you will not have to enter it again.
NetFile Québec preparer number and access code
To use this service, you must enter a valid NetFile Québec preparer number and access code in your Personal Taxprep options and settings. To enter this information, go to Tools/Options and Settings/Electronic Services/Identification/Québec.
After downloading the tax data
You will be able to review the downloaded information in the TaxprepConnect Download form. Use this form to:
- Match the Québec RL slips to the destination slips in Taxprep.
- Update the return with this tax information.
You can download information from the same client as many times as you want, until the return has been filed. After this point, Revenu Québec will no longer allow you to download tax data.
EFILE: Fast. Simple. Paperless.
Save time and money and give your clients the fastest possible service with EFILE.
Electronic filing is fast, convenient and flexible with EFILE. Simply enter your EFILE preparer number and password and Personal Taxprep takes care of the rest.
Manage your electronically filed returns with ease
- Monitor. The EFILE Transmission Log lets you view your transmissions by date, client name, type of transmission or sender.
- Search. Find a specific transmission or client in an instant with the Look For command. With Personal Taxprep’s Client Manager, you can quickly find, sort or filter returns based on any data in the return.
- Report. EFILE filters let you generate reports for each return, including EFILE status, document control number and confirmation number. You can also create customized reports using your own client filters.
Options for EFILE transmission
- As a result of CRA rules that require most of our customers to file returns electronically, Efile (Federal and Quebec) is now included in most Personal Taxprep product options.
- To accommodate some customers who do not file returns, or who do a low volume, some Personal Taxprep products have an alternative Efile On-demand option.