THE TAX COMPLIANCE GUIDE

Leads you through the process of identifying the tax filing requirements for your business including specific forms required for each entity, filing jurisdictions, and filing deadlines. We will build you a calendar for tracking and exporting individual tasks into your Outlook®-based calendar.

TOOLKITS

  • Simplify the compliance process. Implementing Excel®-based templates with a data upload feature reduces data entry and review time once the return is prepared.
  • Reduce workload. Our toolkits manage T5, NR4, T5018, and T5013 information and can be uploaded directly into leading tax preparation software.
  • Ease compliance burden. We have additional standalone tools for tracking your capital dividend account balances, LRIP and GRIP balances and completing your contemporaneous documentation.
  • The Tax Compliance Profile. Identifies your reporting requirements and filing deadlines

TOOLS AVAILABLE

The CPL Tax Filing Scheduler™

Export your Excel-based schedule to an Outlook®-based calendar task list.

The CPL T5 Import Template™

Excel®-based template to manage T5 data and export into tax preparation software.

The CPL NR4 Import Template™

Excel®-based template to manage NR4 data and export into tax preparation software

The CPL Partnership Template™

Excel®-based template to manage Partnership data and export into tax preparation software

The CPL Transfer Pricing Documentation Template™

Word®-based template to assist in preparation of transfer pricing documentation.

The CPL Capital Dividend Account Tracker™

Excel®-based template to track CDA and support for filing election forms correctly.

The T5018 Import Template

Excel®-based template to manage T5018 data and export into tax preparation software.

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