Taxprep for Trusts

Optimize your return process. Save time. Deliver the best results to clients.

How Taxprep for Trusts helps

A Step-By-Step Assistant speeds up your process

Taxprep for Trusts’ Step-By-Step Assistant lets you speed up preparation of T3/TP-646 tax returns by grouping data entries into eight successive steps that provide direct access to applicable entry screens.

Built-in features for easy filing

Taxprep for Trusts’ built-in features help you navigate the complex T3 trust filing process so you don’t overlook required forms and summaries.

Multiple methods for beneficiary allocations

For maximum flexibility, you can choose from multiple methods of specifying beneficiary allocations for income gains and trust income.

Automatic matching and calculations

Taxprep for Trusts instantly matches trust income and expenses based on the type of income earned, enabling you to determine the net amount that can be allocated to beneficiaries.

A summary of beneficiary information

Taxprep for Trusts lets you quickly generate a form that lists all the beneficiaries identified by the software through the various allocation methods.

More than 350 diagnostics to help you avoid errors

Taxprep for Trusts is Taxprep software that not only has 350 built-in diagnostics, it also allows you to create your own diagnostics. And you can add reminders and warning that will help your T3 preparation process run smoothly.

Stay up to date and get award-winning tools and vital information

For your convenience, you are automatically subscribed to a free Taxprep for Trusts e-Bulletin for up-to-date information about the latest version of Taxprep for Trusts. Get your questions answered and stay up to date with links to Preparing Your Trust Tax Returns guide (both online and DVD versions are sold separately) as well as other tax research tools.

Integration with other innovative Wolters Kluwer software

When integrated with other Wolters Kluwer products, Taxprep for Trusts will enable you to remove redundancies in your workflow and let you access common data from multiple applications.

Industry-leading support, service and training

With Taxprep for Trusts, you get Wolters Kluwer’s best-in-class tax and technical support and service. You also have access to industry-leading training delivered by phone, webinars, in-class sessions and conferences.

System Requirements