Ultimate productivity with the T1 Power version

Exceptional build-in time saving features and accuracy will boost your productivity to its maximum, allowing returns of any complexity to be done in absolute minimum time and provide timely and high quality service to your clients.

- View side-by-side the current and last years forms and data

- Process concurrently any number of family members

- Family Optimization including Pension Income Splitting

Note: The Limited and Standard versions of the program may not have all the productivity features listed below.

The Power version of the T1 includes all features listed below.

See also the Comparison of the T1 versions

Productivity Features

Audit and quality control features:

guide you to prepare error-free returns by pointing out exact problem spots give you tips to consider optimize your client’s return or his/her family returns

detect what income or deductions you missed compared to the previous year

allow you to mark questionable items for later consultation with client or tax reviewer/advisor

show you a Five year summary, Business summary, Slip summary, Family summary, and Tax Summary

display side by side any form with any other form or any of the tax summaries for easy review.

Operations efficiency features:

save you keep you keystrokes to an absolute minimum using predictive typing and Dittos ("). See Visual Super entery below.
provide smart links to related forms and shortcuts for forms
protect you from entering erroneous data
protect you from changing Efiled accepted returns
remind you of the need for data backup
remind you of what returns are coming due
protect you from changing finalized invoices
allow you to see last year’s invoice in full as well as any other form side by side!

Forms management features:

help you pre-select all forms needed before starting, based on the taxpayer’s profile (Student, Pensioner, etc.)
display side-by-side the previous year’s forms and data on wide monitors.
prepare the T1 Adjustment automatically
highlight what forms have been used
help you find a form by name, some keyword, by direct keyboard access keys, by links from another form or directly from the Tax Summary (T-Sum) or the Family Summary (F-Sum)

Client Data Files features:

analyze the profiles of your clients and give you valuable statistics for marketing or business analysis
copy the data to take with you out of the office
optionally protect the data via return passwords
backup the data and manage several back up versions
filter clients in many ways
find a client by simple click, by SIN, by phone, by street, by city, by preparation status, by Efile status and more
produce client listings, client letters and mail-merge user designed letters with your Logo to target specific client groups.
Export the client data base to other programs (such as Excel)

Help features for first time user:

show you brief Tutorials to help you start quickly
show you subject help material for more knowledge
link you to the Tax Research (TR) material for even more in depth tax laws and regulations

Email operations features:

Email the raw tax return data to yourself, your tax advisor, to VisualTax or other Email address of your choice
Email a PDF version of the printed return to any Email recipient of your choice
Visual Super Entry™ and Visual Super Verification™.
These features significantly improve you productivity and accuracy in your tax preparation engagements.

Visual Super Entry

It is designed in such a way that you may not have to type the same word again during this or the following years of tax preparation!
VisualTax memorizes all Medical expense types, Doctors, Charity Organizations, Financial Institutions, Names of individuals, etc. that YOU used in your tax practice this or the previous year. Now, every time you try to enter a description in applicable forms, VisualTax™ will ‘type ahead’ for you until there is no other hit. Usually, two to three keystrokes will hit the right description.

VisualTax™ needs about 10 seconds of training to memorize all these words used this or the previous year.
This knowledge is refreshed any time as the season progresses.
To use Super Entry click on Configure | Super Entry.
Once this is finished you can enjoy the productivity gains.

Visual Dual Display/Verification

The Super Verification feature uses the Dual Display capability of the program to allow you to see the current and last year's forms and data side-by-side.

It tell you what you reported this year vs what you reported the previous year, for the same slips, statements or credits and it highlights the differences. It is effective only if you used VisualTax the previous year.

This feature is readily available by clicking 'Show last year's data' on the right hand panel