Family Coupling and optimization, Automatic creation of the spouse's return, Copy and paste form data between returns or same return, Multiple tax returns of any type concurrently loaded, each return coloured differently, one click switching between tax returns, Multiple slips and Statements, Predictive typing to save keystrokes, Ditto (") repeat from previous lines, Quick find of forms and easy navigation, Quick find of clients via the Client Data Base, Keyboard shortcuts for many functions and forms, and more...
Full implementation of all electronic services allowed by CRA for both T1 and T2
User interface options Configuration: VisualTax Classic vs modern Ribbon Interface
Built-in data auditor detecting and pointing errors or omissions for an error-free tax return, as well as tips to consider. Side by side comparison of all current and prior year forms and highlight of differences. Support for wide monitors with concurrent display of any two forms, both refreshed instantly. Any user change on the tax return, is instantly and automatically refreshing the concurrently displayed summary.
VisualTax can easily handle tax returns of the highest complexity.
Multiple statements, Multiple slips, Multiple jurisdictions in T1 and T2, Non-resident returns, NR-Section 216, NR-Section 217, Bankruptcy returns, Deceased taxpayers, Discounted returns, Foreign tax credits, Investment tax credits, CAIS Farming, etc.
Several tax summaries and comparison summaries include Tax summary, Slip Summary, Family Summary, Self-employment summaries as well as 2 year and 5 year comparison summaries as well as side by side display of any slip or any form or any of the Tax Summaries, or Auto-fill data, Or vtScanned Client Documents.
Client Data Base Analyzer: analyze the profiles of your clients and give you valuable statistics for marketing or business analysis, Customizable Client letters, Client birth date greetings, client Mass Emailing
Password protected program and tax returns and encrypted data for more safety when transferring files.
Switching from other tax software is easy and fast with functions built into the program. Such conversions are available from Cantax, Profile and TaxCycle
Tax Research module, User-to-user forum, and FREE year round support