Personal Taxprep

Maximize accuracy and fully optimize T1 & TP1 returns with Personal Taxprep

Used by Canada’s top accounting firms, Personal Taxprep is the most advanced professional tax preparation software. It is personal tax return software that supports streamlined personal tax return preparation and review, and contains unique features to help you manage return preparation status and workflow, and strengthen client relationships.

How can Personal Taxprep advance my practice?

Advance optimizations for better results

Personal Taxprep is 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 Taxprep 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 (both online and DVD versions are sold separately) as well as other tax research tools. And Personal Taxprep has InfoConnectfunctionality, giving you access to automatically preview relevant content from Wolters Kluwer tax research resources that is available on the new IntelliConnect functionality.

Integration with other innovative Wolters Kluwer software

You can do even more with Personal Taxprep when you integrate with other Wolters Kluwers software, such as CCH Scan and CCH iFirm.

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 delivered by phone, webinars, in-class sessions and conferences.