For clients that receive T3 and T5008 slips, reconciling the data available from the CRA with what the client has received can be a challenge. In this webinar, we?ll explore how Taxprep can help you simplify this process with our unique reconciliation forms and demonstrate how you can handle last-minute slips. We'll also discuss best practices for dealing with the downloaded data, including downloading data for late-filed 2015 and 2016 returns as well as the various tools available in Taxprep to assist you in reviewing the downloaded data.
Webinar attendees will be able to download a comprehensive handout with detailed instructions for TaxprepConnect as well suggestions for best practices. Attendees receive 1.5 hrs of PD credits.
This webinar is approximately 1.5 hours in length.