TaxCycle T5 allows you to prepare T5 slips and summaries alongside the related Québec RL-3 slips.
Issue t-slips to recipients and file the related issuer summaries with the Canada Revenue Agency (CRA) and Revenu Québec. See the full list of slips and forms
TaxCycle T5 is included in the Complete Tax Suite. It is also part of the Paperless Office and Tax Basics combos, and is available as a standalone module. See pricing
Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite.
Populate our sample Excel® template with your client's slip recipient data. Then drag and drop it onto the TaxCycle window to import. You can even undo and redo!
Learn moreSeamless integration between federal and provincial calculations makes it simple to prepare and file Québec relevés alongside federal slips.
Learn moreTransmit federal slips through the Canada Revenue Agency's Internet File Transfer (XML) porta, and Québec slips through NetFile Québec.
Learn moreSave time when getting ready to file. In a single click, send an email to your client requesting specific information missing from slips in the file.
Learn moreThe editable summary lists all the slips in the file. Use it as a review tool or an alternative data entry table. Add review marks. Double-click to drill down to the source slip.
Learn morePrepare T5 slips, then publish them to SlipSync. When you start a T1 return for one of the slip recipients, TaxCycle prompts you to import the slip data.
Learn more| RETURNS | |
|---|---|
| Number of returns | Unlimited |
| CARRYFORWARD | |
| TaxCycle T5 | |
| ProFile® FX | |
| Cantax® FormMaster | |
| Taxprep® Forms | |
| ELECTRONIC FILING | |
| CRA Internet File Transfer (XML) for T5 (original, amended or cancelled slips) | |
| Revenu Québec RL-3 (original, amended or cancelled relevés) | |
| WORKSHEETS | |
| Info — Return Information | |
| Engagement — Engagement Information | |
| Workflow — Workflow Summary | |
| CustomFields — Custom Fields Worksheet | |
| InternetWS — Internet Filing Results | |
| SLIPS and RELEVÉS | |
| T5 – Statement of Investment Income | |
| RL-3 Slip: Investment Income (Québec) | |
| IN412A – Information for Users of RL-Slip Software (Québec) | |
| SUMMARIES | |
| T5Summary – Summary of Investment Income | |
| RL3Summary – Summary of Investment Income (Québec) | |
| Slips – Slip Summary | |
| Memo Summary | |
| Tape Summary | |
| TEMPLATES | |
| MLetter — Missing Slips Email | |
| Billing using timer, schedules and forms | |
| Cover email templates for electronic signatures and client copies | |
| Mailing labels | |