This release adds Schedule 15, Beneficial Ownership Information of a Trust to TaxCycle T3. It also includes changes to templates and Client Manager indexing.
TaxCycle includes fields that allow you to easily insert the client’s preferred name in templates to assist with situations when the CRA doesn’t have a first name on record.
This release adds the 2024 T1/TP1 module with forms in preview mode, rates and calculations for 2024 personal tax returns. It also updates the T5013 module for 2024.