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Smart Copy/Paste

Published: October 6, 2016

Use Smart Copy/Paste to share information on a form between two files. For example, to copy the Corporate Group Information (CGI) worksheet from one corporation's file to the files of the associated/related corporations. This is a one-time copy/paste and does not create a link between the two files. 

Copy corporate group information from one T2 return to another

  1. Prepare the Corporate Group Information (CGI) worksheet in a first T2 return.

  2. With the form open, go to the Home tab, click Smart Copy, and then click Copy Corporate Group Information (CGI), or press Ctrl+Shift+C.
    Smart Copy/Paste on the Home menu

  3. Go to the CGI worksheet in the T2 file where you want to paste the information.

  4. Click Paste or press Ctrl+V.

This not only pastes the information to the form, but it re-organizes it to suit the other corporation, making the current corporation first in the list and correctly allocating the small business limit.