Synchronize contacts

Contact information in the Contacts module of CCH iFirm is automatically synchronized when creating a return in the Taxprep module. You can cancel this synchronization or modify the contact with whom a return is synchronized.

Cancel the synchronization of a contact’s information

To cancel the automatic synchronization of contact information when creating a return in the Taxprep module, proceed as follows:

1. Choose the relevant product and click the name of the taxpayer for whom you want to cancel the synchronization.

2. Click Forms and select Form Identification and Other Client Information (ID).

3. In section Contact of the form , select box No of option Automatically synchronize contact information. The contact information will no longer be automatically synchronized in the return.

   

Make sure that the information is up to date in the return before reactivating the synchronization, as this information will overwrite the contact information in the Contacts module of CCH iFirm.

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Modify the synchronized contact

To modify the contact to synchronize with a return, proceed as follows:

1. Choose the relevant product and click the name of the taxpayer for whom you want to modify the synchronized contact.

2. Click Forms and select Form Identification and Other Client Information (ID).

3. In the Contact section, click Change Contact.

   

4. To synchronize the return with an existing contact, click the Existing contact tab and select the contact that you want to synchronize with the return.

   To synchronize the return with a new contact, click the New contact tab and enter the information required to create a contact. The Client code field is automatically generated when it is left empty.

   

5. Click Change contact to confirm the change.

   The name of the taxpayer is now modified in the list of returns in the return manager as well as in the shortcut bar. In addition, the contact information is transferred to the return.

   Note: The option allows you to modify the synchronization of a contact for the selected taxation year. To modify the synchronization of a contact for several taxation years, you must perform this task manually for each return.

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List of synchronized information

The tables below show the list of information that can be synchronized between the Contacts module and Form ID of the return manager module for each product.

T1 – Personal

Section	CCH iFirm Taxprep T1 Cells
Contact	Client Code
Identification	Title
	First name and initials
	Last name
	Social insurance number (SIN, ITN, TTN)
	Birth date
	Date of death
	Language of correspondence
Mailing address	Care Of (Enter the name only, CRA do not accept values "c/o" or "care of" in this field)
	Number
	Avenue, boulevard, street
	Apt.
	City
	Province
	Postal code
	PO Box
	RR
	State
	Zip code
	Country (Other than Canada)
Telephone	Home
	Cellular
	Work
	Extension
	Fax
E-mail address	E-mail address

 

T2 – Corporate

Section	CCH iFirm Taxprep T2 Cells
Contact	Client Code
Identification	Business Number (BN)
	Business Number (BN)
Address of head office	Number
	Avenue, boulevard, street
	Suite
	City
	Province, territory, or state
	PO Box
	Postal Code
	RR
	Country (other than Canada)
	Zip Code or Foreign postal code
	Do you want to display the mailing address section (if different from head office address)?
Mailing address (if different from head office address)	c/o
	Number
	Avenue, boulevard, street
	Suite
	City
	Province, territory, or state
	PO Box
	Code postal
	RR
	Country (other than Canada)
	Zip Code or Foreign postal code
Tax year information	Date of incorporation
Certification	Position, office, or rank
	Telephone number
	Cellular or pager number
Language of correspondence – Langue de correspondance	Language of correspondence – Langue de correspondance

 

T3 – Trusts

Section	CCH iFirm Taxprep T3 Cells
Contact	Client Code
Identification	Account number
	Name of trust
Mailing address, telephone and e-mail of the trustee (executor, liquidator or administrator)	In care of
	Number
	Street
	Apartment/suite
	City
	Province/territory/state
	Postal Box
	Postal code
	Rural route
	Country
	Zip code or foreign postal code
	Telephone
	Cellular phone
	Fax
	E-mail address
	Do you want to display the mailing address, telephone and e-mail section (if different from the trustee's)?
Mailing address, telephone and e-mail, if different from the trustee's	Name
	Number
	Street
	Apartment/suite
	City
	Province/territory/state
	Postal Box
	Postal code
	Country
	Zip code or foreign postal code
	Telephone
	Cellular phone
	Fax
	E-mail address
Type of trust	Type of trust
Language of correspondence – Langue de correspondance	Indicate your language of correspondence of your choice. Indiquez la langue de correspondance de votre choix.

 

TF – Forms

Section	CCH iFirm Taxprep TF Cells
Contact	Client Code
Language of correspondence – Langue de correspondance	Indicate your language of correspondence of your choice. Indiquez la langue de correspondance de votre choix.
Client identification – Individual	Title
	First name and initial
	Last name
	Birth date
	Social insurance number
	Business number
Client identification – Other than an individual	Name
	Business number
	Corportate tax account
	Payroll account
	GST/HST account
	Registered charity account
	RZ account (T5013)
	Trust account number
Address	In care of
	Number
	Avenue, boulevard, street
	Apt., suite, unit
	City
	PO Box
	RR
	Province
	Postal code
	Country
Telephone and E-mail	Telephone (work)
	Extension
	Telephone (home)
	Telephone (cellular)
	Fax
	E-mail

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