Estate and trust

  • 1.  TAX SOFTWARE

    Posted 28 days ago

    Do any of you use Turbo Tax by Intuit for tax at death and estates ?  or another software with good technical and tax support ?



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    Claire Bougie
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  • 2.  RE: TAX SOFTWARE

    Posted 26 days ago

    Hi Claire

    I have used Intuit Profile for death and estates without issue.  I have not had to test their technical support.



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    Ryan Minor
    Chartered Professional Accountants of Canada
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  • 3.  RE: TAX SOFTWARE

    Posted 26 days ago

    I would suggest Taxcycle, you will not get better support https://www.taxcycle.com/



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    Bert Mulder
    Bert Mulder Professional Corporation, Charter
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  • 4.  RE: TAX SOFTWARE

    Posted 25 days ago

    I concur, TaxCycle is excellent, it is well suited to those comfortable with tax legislation and processes. It does not offer technical legislative support but it has excellent program/ systems support. They are open to suggestions for improvements. There are many modules to help a full Firm practice but most are not required. The core individual modules for T1, T2 and T3 are what most CPAs will need. Once you start the T1 Final, you can carry forward the information to create the T3.

     



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    Preston Gallant
    Preston Gallant, CPA
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  • 5.  RE: TAX SOFTWARE

    Posted 22 days ago

    We also use Taxcycle and would highly recommend. 



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    Catherine Barrie, CPA, MBA, TEP
    Barrie Dalcourt CPAs Professional Corporation
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  • 6.  RE: TAX SOFTWARE

    Posted 8 days ago

    TurboTax cannot be used to electronically file a return for a deceased person. 



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    Maureen Vance
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