Personal Taxprep CCH ACCOUNTANTS SUITE INTEGRATED. INTELLIGENT.

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1 Personal Taxprep CCH ACCOUNTANTS SUITE INTEGRATED. INTELLIGENT. Excellence at every step

2 Boost your productivity and accuracy this tax season with Personal Taxprep, the industry s most efficient solution for automating, simplifying and accelerating your T1 process. Faster navigation, data entry and review with Taxprep Xpress. Unique to Taxprep, this innovative feature lets you view T1 data in table format so it s easier to navigate the return and much faster to enter and review data. One half of your screen displays the Xpress table and the other half shows the tax form. Any data you enter on the table or form will both appear on your screen, allowing you to instantly see the impact of the data. Also with Taxprep Xpress, you can immediately compare this year s data against information from a prior year Taxprep file to check for errors or omissions.

3 Part of the powerful CCH ecosystem Personal Taxprep is part of the CCH Accountants Suite of innovative applications each designed to accelerate your workflow and optimize your results. Combined, these applications create a seamlessly integrated ecosystem that will drive your organization to the next level. Personal Taxprep Canada s most advanced T1 preparation software is loaded with unique features that maximize accuracy and efficiency. Advanced Network Module (optional) lets you control Personal Taxprep from a central location and set different permission levels for authorized users. Taxprep Xpress displays data in table format for faster navigation, data entry and review. Comparison feature with prior-year data further boosts accuracy. Advanced diagnostics reduces errors with features such as Customized and Annotating Diagnostics. Automatic T1 conversion makes switching from another tax preparation program fast and easy. Taxprep Forms Get instant access to more than 480 electronic tax forms, slips and schedules, plus a host of intelligent features that significantly improve your efficiency and accuracy. To save you even more time and reduce errors, Personal Taxprep recognizes slips created in Taxprep Forms. CCH Scan Scanning & Sorting Personal Taxprep Tax Preparation EFILE Submission CCH Portal CCH Document Electronic filing is fast, convenient and flexible with Personal Taxprep, which offers four options to meet your EFILE needs. This Web-based solution lets you send and receive even the largest files through a secure private repository accessible from any location with an Internet connection. Find files fast with this unique document management program that intelligently and securely organizes all your electronic files, including tax returns, work in progress files and historical client documents. An innovative paperless solution that sorts and organizes scanned slips into a single bookmarked file, which can be attached to the return in Personal Taxprep or merged with the return into a single PDF. Scanned data can be imported directly into the T1 return.

4 Power through tax season with Personal Taxprep No other professional tax software delivers what Personal Taxprep does: exceptionally efficient and intelligent tools that streamline your T1 process to save you time and ensure the most accurate and optimized results for your clients. Advanced optimizations for better results. Personal Taxprep boasts the most sophisticated T1 and TP1 optimizations, including capital loss carry-forwards, automatic deferment of RRSP deductions, transfer of dividend reporting between spouses, and simultaneous calculation of family members returns. Greater control with Advanced Network Module. Configure and manage Personal Taxprep from a central location and get the latest software updates automatically. With Advanced Network Module, you can assign different permission levels to different users and set parameters to include or exclude functions such as electronic filing, printing or exporting data. Improve workflow with over 1600 built-in diagnostics and extensive edit checks that help reduce errors and potentially costly mistakes. Advanced diagnostics to maximize accuracy. Personal Taxprep offers Customized Diagnostics for creating warning messages based on your internal policies a great way to enforce firm procedures or specific data requirements. A unique Annotating Diagnostics feature speeds up review by letting you checkmark your diagnostics for first and second review, and strike out ones that are irrelevant or already reviewed. Easy software switch with automatic conversion. Using another program, such as ProFile? Automatic T1 conversion takes permanent information and carry-forwards from prior years T1 returns and migrates them quickly and accurately into Personal Taxprep. Save time with context sensitive links that directs you to the correct reference within online tax research subscriptions. Seamless integration with other CCH products. Personal Taxprep from CCH Canadian is built on the same platform used by other applications in the CCH Accountants Suite, so you can build the most efficient practice with powerful tools that complement each other and work perfectly together. I appreciate the 5-year comparison, the income splitting comparison, viewing monitor on the bottom bar. Easily configure the seamless integration to CCH Accountants Suite products like CCH Scan and CCH Portal. Robyn G. Robert W. Anderson & Associates Guelph, ON

5 EFILE with ease Electronic filing is fast, convenient and flexible with Personal Taxprep. Simply enter your EFILE preparer number and password and Personal Taxprep will take care of the rest. Choose from four EFILE options: EFILE On-Line. Select as many returns as you want and Personal Taxprep will send them one after the other and provide instantaneous confirmation. EFILE On-Line Plus. Transmit your returns in batches of unlimited size a great option if you have large volumes to file. NetFile Québec. Personal Taxprep connects you to the Revenu Québec website and submits your return according to RQ procedures. Taxprep Transmission Service. Instead of spending time trying to connect to the CRA or Revenu Québec, send your returns via the Taxprep Transmission Service and avoid delays or transmission failure. What I like most about Personal Taxprep is its accuracy, its compliance with tax regulations, and its ability to handle complex situations. Louise Grant, cga New Liskeard, ON Product Name License Internet Download Product # Personal Taxprep (T1) Single User Personal Taxprep (T1/TP1 plus royalties*) Single User Personal Taxprep (T1) Site/Network Quebec Module (TP1) Site/Network Personal Taxprep (T1/TP1 plus royalties*) Site/Network Personal Taxprep (T1/TP1 includes royalties*) Site/Network Advanced Network Module Site/Network EFILE Transmitter Module (T1 Only) Module EFILE Transmitter Module (T1/TP1) Module Taxprep Transmission Service (EFILE Preparer) Service Taxprep Print Service Service *Available only in Quebec Internet Download and DVD item # Ready to Accelerate your T1 workflow? Call your dedicated CCH Account Manager today at or visit 29/30 29 out of the country s top 30 accounting firms use Personal Taxprep, Canada s most advanced T1 preparation software.

6 Exceptional training, service and support As a Personal Taxprep user, you ll have access to market-leading training, service and technical and tax support, delivered by experienced bilingual specialists. Need help after hours? Personal Taxprep provides extended support in most areas during tax season. An extensive online library of support documents further ensures you always have the answers you need, anytime you need them. I like the fact that Personal Taxprep can deal with almost any individual circumstance including many that are rarely seen in the usual, normal run of returns and that it is accurate. Your staff provides excellent support, and you listen to your clients. Peter Royle Peter Royle Consultants Laval, QC Discover the best way to T1 efficiency and accuracy Learn more about the advantages of using Personal Taxprep to accelerate your T1 workflow and maximize your accuracy. Call your CCH Account Manager today at or visit M685 Promo Code: TXP919 Taxprep is a registered trademark of CCH Canadian Limited. ProFile is a registered trademark of Intuit Inc.