Family Returns

Updated: 2025-02-17

Learn how to couple returns and adding dependant information in T1 returns to optimize tax credits.

Topics include:

• Couple taxpayer and spouse
• Add dependant information to a file
• Create family returns with full dependant tax information
• Add full dependant returns
• Review and adjust optimizations
• Carry forward family files
• Detaching or uncoupling a return
• Joint and family summaries
• Joint and family letters and invoices
• Options to help with couples and family
• Transmit returns for a whole family
• Print returns for a whole family

Date of broadcast: January 30, 2024
Presented by: Parminder Kaur