Prepare the family returns

  CCH iFirm Taxprep T1
Starting with version 2016

CCH iFirm allows you to group together and prepare the returns for the taxpayer, spouse and dependants. The returns prepared this way are called "coupled." It is also possible to cancel the coupling to prepare the returns individually.

Content

Add the return of a spouse

To add the return of a spouse, proceed as follows: 

  1. Click Taxprep - T1 - Personal

  2. Click the name of the taxpayer for whom you want to add the return of a spouse. The Return view displays.
  3. In the menu bar, click the name of the taxpayer, then click Add spouse.

    4. To add the return of a new contact, click the New contact tab, enter the information required to create the tax return, then click the Add return button. The return is added to the return manager and a contact is added in the Contacts module of CCH iFirm.

Contacts - View, Add and Edit Contacts


  1. Note: The field Client Code is created automatically when it is empty.
    The fields with an asterisk are mandatory when creating a contact.
    The CCH iFirm T1ClosedSocial Insurance Number CCH iFirm T2Closed Business Number and Client Code fields must not have been allocated to another contact in the Contacts module of CCH iFirm.
    A red frame displays around a field when an error is detected. Click inside the field to display a message indicating how to correct the problem.

    2. To add the return of an existing contact, click the Existing contact tab, select the contact for whom you want to add a tax return, then click the Add return button. The return is added to the return manager and linked with the contact in the Contacts module of CCH iFirm.

  2. Note: You can use the search area to help you find an existing contact more easily.

The return of the spouse displays on screen and his or her name appears on the menu bar.

In addition, the taxpayer and the spouse are now grouped together in the return manager.

Finally the Married value is automatically allocated to the Marital status on December 31 of Form Identification and Other Client Information in the taxpayer's return.

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Add the return of a dependant

Note: If you do not have to prepare a tax return for a new dependant, use Form Family Profile (FAM) to add the dependant's information to the existing tax return rather than create a new return for the dependant.

To add the return of a dependant, proceed as follows: 

  1. Click Taxprep - T1 - Personal

  2. Click the name of the taxpayer for whom you want to add a dependant's return. The Return view displays.
  3. In the menu bar, click the name of the taxpayer, then clickAdd dependant.

    4. To add the return of a new contact, click the New contact tab, enter the information required to create the tax return, then click the Add return button. The return is added to the return manager and a contact is added in the Contacts module of CCH iFirm.

    Contacts - View, Add and Edit Contacts

  4. Note: The field Client Code is created automatically when it is empty.
    The fields with an asterisk are mandatory when creating a contact.
    The CCH iFirm T1ClosedSocial Insurance Number CCH iFirm T2Closed Business Number and Client Code fields must not have been allocated to another contact in the Contacts module of CCH iFirm.
    A red frame displays around a field when an error is detected. Click inside the field to display a message indicating how to correct the problem.

    5. To add the return of an existing contact, click the Existing contact tab, select the contact for whom you want to add a tax return, then click the Add return button. The return is added to the return manager and linked with the contact in the Contacts module of CCH iFirm.

  5. Note: You can use the search area to help you find an existing contact more easily.

The dependant's tax return displays on the screen and his or her name appears in the menu bar.

In addition, the spouse and the dependant are now grouped together in the return manager.

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Uncouple the return of a spouse

To uncouple the return of a spouse, proceed as follows:

  1. Click Taxprep - T1 - Personal

  2. Click the name of the taxpayer for whom you want to uncouple the return of the spouse. The Return view displays.
  3. In the menu bar, click the name of the taxpayer, then click the icon located to the right of the spouse's name.

  4. A warning message displays. Click Uncouple.

The returns are no longer coupled or grouped together in the return manager.

Note: The contacts for whom the returns are uncoupled are not deleted in the Contacts module of CCH iFirm.

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Uncouple the return of a dependant

To uncouple the return of a dependant, proceed as follows:

  1. Click Add return

  2. Click the name of the taxpayer for whom you want to uncouple the return of the dependant. The Return view displays.
  3. In the menu bar, click the name of the taxpayer, then click the icon located to the right of the dependant's name.

  4. A warning message displays. Click Uncouple.

The returns are no longer coupled or grouped together in the return manager .

Note: The contacts for whom the returns are uncoupled are not deleted in the Contacts module of CCH iFirm.

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Access the return of a spouse or a dependant

The menu bar allows you to access the return of a spouse or a dependant from the Return view.

Tip: The F7 key of your keyboard allows you to quickly browse between the return of the taxpayer and that of the spouse. In addition the Shift+F7 shortcut key allows you to quickly browse between the returns of the members of a family.

In the menu bar, click the taxpayer's name, then select the person, i.e. the spouse or the dependant for whom you want to display the return.

The name of the dependant is now displayed in the menu bar.

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Training video

https://go2.wolterskluwer.ca/training-vid-en-ifirm-taxprep-spouse-dependant

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