Tax Planning Personal Tax Scenario How do I use Personal Tax Scenario? Will the worksheet provide the “optimum income split” to minimize taxes? What is the purpose of the Personal Tax Scenario Worksheet? Corporate Tax Scenario How do I use the Corporate Tax Scenario worksheet? How to determine the input into the the “Part IV tax – connected” in the Corporate Scenario Worksheet? What is the purpose of the Corporate Tax Scenario Worksheet? Salary vs Dividend (1) How do I use the Salary vs. Dividend (1) worksheet? Why is there a (1) in the title of the Salary vs. Dividend worksheet? Salary vs Dividend (8) How do I use the Salary vs. Dividend (8) worksheet? Why is there an (8) in the title of the Salary vs. Dividend (8) worksheet? Prescribed Loan How do I use the Prescribed Loan worksheet? What is the purpose of the Prescribed Loan worksheet?
Tax Accounting Corporate Tax Continuity How do I use the Corporate Tax Continuity Worksheet? Why are there different flavours of the Corporate Tax Continuity Worksheet? Where should I record a tax refund applied against other tax balances in the Tax Continuity Worksheet? How are unrealized events reconciled in the Tax Continuity Worksheet? How can I book an accrual in the Tax Continuity Worksheet? How are refunds held back (unpaid amounts) reconciled in the Tax Continuity Worksheet? How do I reconcile the prior year tax balances where R&D credits reduce income taxes payable? How do I enter the opening receivable (payable) balance in the Tax Continuity Worksheet? How should I use the Tax Continuity Worksheet? What is the purpose of the Tax Continuity Worksheet? Forex How do I use the Forex worksheet? How often do you update your rates? Why does the result in the Forex Worksheet indicate “No Rate”? What is the source of foreign exchange rates? What is the difference between “Average for year” and “Year ended” in the Forex Worksheet? What is the difference between “Average for month” and “Month ended” in the Forex Worksheet? How are the rates determined with the Forex Worksheet? What is the purpose of the Forex Worksheet? Investment Bookkeeping How do I transfer shares from Canadian dollars into US dollars? Can the worksheet generate a summary for each individual investment? How do I use the Investment Bookkeeping worksheet? How often do you update your rates? If I download a CSV/Excel report from the investment account, can the information be copied into TTI’s Investment Bookkeeping worksheet? Is it best to use separate worksheets for separate currency accounts? For example, if a client has both a US account with US transactions and a Canadian account with Canadian transactions, should you use two worksheets? How do I complete cash transfers with the Investment Bookkeeping worksheet? What is the difference between the Asset Type “Shares” and “Shares – SBC” in the Investment Bookkeeping Worksheet? How are currency gains (losses) determined in the Investment Bookkeeping worksheet? What is the purpose of the Investment Bookkeeping Worksheet? Safe Income How do I use the Safe Income worksheet? Can you provide any useful references for the Safe Income calculation? How do I adjust for non-capital losses in the Safe Income Worksheet? How does the worksheet support amalgamations? What is the purpose of the “r” column in the Safe Income Worksheet? What is the purpose of the Safe Income worksheet? What is the purpose of the “s” column on the Safe Income worksheet? Simplified or Quick (T2125, HST) How do I use the Simplified or Quick (T2125, HST) worksheet? How can I claim [Meals and Entertainment] at custom business use rates in the Simplified or Quick Method Worksheet? How are GST/HST amounts calculated in typical situations in the Simplified or Quick Method Worksheet? How do I accommodate unique GST/HST situations in the Simplified or Quick Method Worksheet? How do I claim ITCs on capital assets in the Simplified or Quick Method Worksheet? How is GST/HST handled on bad debts in the Simplified or Quick Method Worksheet? How should I start using the Simplified or Quick Method Worksheet? What additional inputs are required to ensure the reconciliation in the Simplified or Quick Method Worksheet matches the personal tax return? What is the purpose of the Simplified or Quick Method Worksheet? What is the purpose of the mileage reasonability in the Simplified or Quick Method Worksheet?
General Getting Started What is the “TTI Suite” and how does it work? Does Tax Templates offer webinar training? How can I use foreign exchange rates in TTI worksheets? How do I start using a TTI worksheet? I feel lost, where do I start? What are the best practices for downloading the TTI Suite? How should I enter dates in TTI worksheets? What do I do with the old package of TTI Worksheets when I receive an update? What are the best practices for downloading the TTI Suite? How should I enter dates in TTI worksheets? Licencing How do I upgrade my subscription to add additional users or to add a second collection? Will any personal information of the purchaser’s employees or clients be accessible to TTI? Does Tax Templates offer promotions or discounts on pricing? I would like to try out your product. Do you offer a free trial? What are the system requirements?
