CCH iFirm Tax T3
Advance optimizations for better results
Even if new on the market, CCH iFirm Tax has the best calculations and diagnostics for trust tax preparation. That’s because it uses the same one as Taxprep software, built and enhanced over many years.
CCH iFirm Tax Canadian trust tax software also provides the most sophisticated optimizations available.
A Step-By-Step Assistant speeds up your process
CCH iFirm Tax Step-By-Step Assistant lets you speed up preparation of T3/TP-646 tax returns by grouping data entries into eight successive steps that provide direct access to applicable entry screens.
Easy importing and exporting of data
You can exchange data between all beneficiaries included in CCH iFirm Tax and Excel spreadsheets to reduce errors and save time.
Automatic matching and calculations
CCH iFirm Tax instantly matches trust income and expenses based on the type of income earned, enabling you to determine the net amount that can be allocated to beneficiaries.
Extensive edit checks and diagnostics to reduce errors
With CCH iFirm Tax Canadian income tax software, you will improve your accuracy when doing trust tax preparation. It’s easy to identify problems such as missing data or identify advantageous optimizations for your clients. The diagnostic mode lets you easily resolve or clear unresolved diagnostics. This mode also allows you to identify who cleared each unresolved diagnostic and when.
A Return Manager that streamlines processes
CCH iFirm Tax Return Manager helps you manage and visualize the entire tax return preparation workflow. The Return Manager allows you to do batch operation, such as printing and publishing to portal.
CCH iFirm Tax Review Tool speeds up data entry
The review tool 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
CCH iFirm Tax Canadian tax software makes it easy to switch from other programs such as Profile with automatic T3 data conversions.
Secure integrated electronic communication portal with your clients
CCH iFirm Portal lets you improve workflow efficiently, saving paper and avoiding time consuming information exchange. CCH iFirm Tax is fully integrated with CCH iFirm Portal, so you are only two clicks away to publish tax documents to your client’s portal.
CCH iFirm Tax is part of the CCH iFirm Suite
Because CCH iFirm Tax professional tax preparation software is part of a complete ecosystem, you benefit from integrations between several modules such as the contacts module, Portal, Jobs & Billing, etc.
Industry-leading support, service and training
With CCH iFirm Tax Canadian income tax software, you receive 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.
Multiple years, multiple products, all at the same place
With CCH iFirm Tax, all products and years are accessible from a single application.
Always up-to-date, accessible anywhere, anytime.
CCH iFirm Tax is a professional cloud-based tax preparation product. Advantages of a cloud-based online tax program are multiple, such as automatic updates done (reducing the time and cost related to installation), accessible from anywhere and secured with a bank-level encryption.
It’s easy to EFILE
CCH iFirm Tax online tax programs allow you to seamlessly EFILE federal and Québec returns and slips and allows you to view details of these transmissions.