Predefined print formats

To print your tax returns in PDF format from the CCH iFirm Taxprep module, you can choose from several predefined print formats that comply with the requirements of the federal and provincial tax authorities. Each product comes with its own print formats and includes various forms, client letters and other documents needed for tax returns.

These formats can be modified according to your specific needs but cannot be deleted. However, you can create your own print format to obtain a customized format that meets your expectations.

Content

Print formats predefined for CCH iFirm Taxprep T1

Here is the list of predefined print formats for the T1 – Personal product.

Format

Description
Client copy

This print format groups all applicable forms and workcharts as well as specific documents for the client’s paper copy such as:

  • Applicable client letters

  • Two-Year Comparative Review

  • Federal Income Tax Return Outline

This format should not be used to paper file returns.

EFILE copy

This print format groups the forms required to meet the EFILING requirements of the tax authorities, including worksheets and summaries.

Government copy

This print format groups all forms required to meet the filing requirements of the tax authorities.

It must be used to paper file returns.

Office copy

This print format contains various forms and verification tools, including:

  • T1A, Request for Loss Carryback

  • 664, Summary of Revised ACB on Elected Dispositions

  • Summary of Carryforward Balances

  • Accountant’s Summary

  • Five-year Comparative Review

  • Slips Summary

  • Diagnostics

This print format must not be used to paper file returns.

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Print formats predefined for CCH iFirm Taxprep T2

Here is the list of predefined print formats for the T2 – Corporate product.

Format

Description
Client copy

This print format includes the Government copy print format, which groups all forms required to meet the filing requirements of the tax authorities in a traditional format, to which specific documents have been added for the client’s paper copy, such as:

  • Applicable client letters

  • Corporate Taxpayer Summary

EFILE copy

This print format groups the forms that cannot be EFILED but must be forwarded to the tax authorities.

This print format also groups forms to sign that must only be transmitted to the tax authorities upon request. (Consult the electronic filing requirements for a list of these forms.)

Government copy

This print format groups all forms required to meet the filing requirements of the tax authorities.

This print format includes all applicable forms in bar codes format for federal forms and in RSI format (Return and Schedule Information) for Alberta forms, as well as all applicable forms that require a signature.

All other applicable forms are printed in the traditional format (Québec, Ontario, British Columbia, Manitoba, Saskatchewan, Newfoundland and Labrador, Prince Edward Island, Nova Scotia and New Brunswick).

Government paper filed copy

This print format groups all forms required to meet the CRA’s paper filing requirements.

It must be used only when you need to provide a paper copy of a federal tax return instead of the T2 bar code return.

Office copy

This print format includes the Client copy print format, to which the following forms have been added when applicable:

  • Xpress – Data entered this year or last year

  • Diagnostics – List of all diagnostics

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Print formats predefined for CCH iFirm Taxprep T3

Here is the list of predefined print formats for the T3 – Trusts product.

Format

Description
Client copy

This print format includes the Government copy print format contents, consisting of all basic forms required by the tax authorities for processing, to which the donation and instalment worksheets have been added along with specific documents for the client's paper copy such as:

  • Applicable client letters

  • Comparative workchart

EFILE copy

This print format contains the forms required to meet the EFILING requirements of the tax authorities.

Government copy

This print format includes all basic forms required by the tax authorities for processing but excludes worksheets or summaries.

T3, NR4 and QR16 slips are printed in facsimile format.

Office copy

This print format contains various forms and verification tools, including:

  • T3A, Request for Loss Carryback by a Trust

  • T3ADJ, T3 Adjustment Request

  • Summary of Carry-Forward Balances

  • Comparative Workchart

  • Slips Summary

  • Diagnostics

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Print formats predefined for CCH iFirm Taxprep TF

Here is the list of predefined print formats for the TF – Forms product.

Format

Description
Client copy

This print format includes the content of the Government copy print format, consisting of all the forms required by the tax authorities for processing, to which are added the client letter, the T4 slips adjustment reports, the automobile benefits summary and the letters to tenants.

EFILE copy

This print format contains the forms required to meet the EFILING requirements of the tax authorities.

Government copy

This print format includes all the forms required by the tax authorities for processing. The slips and RL-slips are printed in facsimile format.

Office copy

This print format includes various forms and tools for verification such as the lists of slips and RL-slips, the automobile benefits summary, the T4 adjustments reconciliation form and the list of diagnostics.

Partnership Information Returns

This print format includes the T5013 Summary form, the T5013 schedules and the TP-600 return, but excludes the T5013 and RL-15 slips.

Registered Charity Information Return (T3010)

This print format includes the forms related to registered charities.

T5013 Slips

This print format includes the T5013 and RL-15 slips.

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