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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?
Assets vs Shares
  • How do I use the Assets vs. Shares worksheet?
Corporate Asset Disposition
  • How do I use the Corporate Asset Disposition worksheet?
  • What is the purpose of Corporate Asset Disposition Worksheet?
Corporate Liquidation
  • How do I use the Corporate Liquidation worksheet?
  • What is the purpose of the Corporate Liquidation Worksheet?
Tax Integration
  • How do I use the Tax Integration worksheet?

Tax Accounting

Canada Emergency Wage Subsidy (CEWS)
  • How do I use the Canada Emergency Wage Subsidy (CEWS) worksheet?
  • How do import information from the 10 employee CEWS worksheet to the 100 employee CEWS worksheet?
  • When it comes to the CEWS calculation, how do I deal with an employee that has been removed from payroll in 2020 but is subsequently rehired?
  • When I copy and paste the employees’ names, the names appear on the “Employee” tab are not populating in the “Baseline” tab.
Canada Emergency Rent Subsidy (CERS)
  • How do I use the Canada Emergency Rent Subsidy (CERS) worksheet?
  • When I copy and paste the employees’ names, the names appear on the “Employee” tab are not populating in the “Baseline” tab.
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?
  • How do I change the name of an investment asset in 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?
  • What resources may be relevant to 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?
  • What is in the Tax Planning 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?
  • I only want one worksheet, can I purchase it individually?
  • What is in the Tax Accounting collection?
  • What are the system requirements?
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  • Salary vs Dividend (8)

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?
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