Easily gather and import SR&ED data with CCH R&D Express

CCH R&D Express is an innovative Web-based solution that is used to gather the SR&ED project information needed for the T661 Part 2 form in Corporate Taxprep. The data can then be imported into Corporate Taxprep, saving you from having to retype it or copy and paste each item. (CCH R&D Express is sold as a separate product from Corporate Taxprep and an annual license is required.)

CCH R&D Express includes the following features:

• Multiple project support. CCH R&D Express allows you to enter information with regard to an unlimited number of SR&ED projects.
• Security and role-based access. Using a secure socket layer (SSL) CCH R&D Express and data is hosted in Canada at a secure, robust and trusted facility. CCH R&D Express also allows for role-based access to data or projects.
• Easily revised. Project information can easily be revised and re-imported into Corporate Taxprep. You can also import data from a previous year’s Corporate Taxprep file or other “.csv” files, saving time and reducing data errors.
• Consistent presentation. CCH R&D Express resembles the CRA’s T661 Part 2 form and corresponds with the form presented in Corporate Taxprep for quick and easy data comparison.
• Intelligent data entry and validation. Yes/No boxes, check boxes, date fields, and a drop-down list of valid field of science/technology codes all help make data entry as easy as possible and help reduce errors. There is also a basic text editor to help complete the open-ended questions and ensure that data complies with word count limits imposed by CRA.

Register for a FREE Webinar.

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Richard Petersen

Provides guidance on the application of Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 740, Income Taxes. It also addresses income tax-related paragraphs in certain other Codification topics, including Topic 805, Business Combinations, and Topic 980, Regulated Operations. This publication presents the author's interpretation on areas that have not been specifically addressed by the Codification or that require further explanation. The analysis in this publication is based on discussions with the staffs of the FASB and the Securities and Exchange Commission (SEC), combined with lessons learned from leading accounting practitioners.

Appendix I includes a series of interpretations of income tax-related paragraphs that are located in other topics in the Codification.

Appendix II, "Index of Accounting Literature Cited," includes crossreferences to the interpretations that either refer to or incorporate the pre-Codification authoritative pronouncement or interpretive literature, in whole or in part, that was not codified by the FASB into its Codification. The FASB decided to exclude “nonessential material, such as redundant summaries of existing standards, historical content, discussions of previous practice, summaries of constituent feedback, and similar content." However, the author believes such information may be useful to readers of this publication.

Appendix III contains recent examples reflecting how various U.S. public entities have disclosed the information required by Topic 740.

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GAAP Financial Statement Disclosures Manual, (w/CD-ROM), 2014-2015 (U.S.)
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Financial

If you would like more details about this product, or would like to order a copy online, please click here.

Provides guidance on the application of Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 740, Income Taxes. It also addresses income tax-related paragraphs in certain other Codification topics, including Topic 805, Business Combinations, and Topic 980, Regulated Operations. This publication presents the author's interpretation on areas that have not been specifically addressed by the Codification or that require further explanation. The analysis in this publication is based on discussions with the staffs of the FASB and the Securities and Exchange Commission (SEC), combined with lessons learned from leading accounting practitioners.

Appendix I includes a series of interpretations of income tax-related paragraphs that are located in other topics in the Codification. Appendix II, "Index of Accounting Literature Cited," includes cross-references to the interpretations that either refer to or incorporate the pre-Codification authoritative pronouncement or interpretive literature, in whole or in part, that was not codified by the FASB into its Codification.  The FASB decided to exclude “nonessential material, such as redundant summaries of existing standards, historical content, discussions of previous practice, summaries of constituent feedback, and similar content." However, we believe such information may be useful to readers of this publication. Appendix III contains recent examples reflecting how various U.S. public entities have disclosed the information required by Topic 740.

If you would like more details about this product, or would like to order a copy online, please click here.

Available: June 2012

Provides guidance on the application of Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 740, Income Taxes. It also addresses income tax-related paragraphs in certain other Codification topics, including Topic 805, Business Combinations, and Topic 980, Regulated Operations. This publication presents the authors’ interpretation on areas that have not been specifically addressed by the Codification or that require further explanation. The analysis in this publication is based on discussions with the staffs of the FASB and the Securities and Exchange Commission (SEC), combined with lessons learned from leading accounting practitioners.

Appendix I includes a series of interpretations of income tax-related paragraphs that are located in other topics in the Codification.

Appendix II, "Index of Accounting Literature Cited," includes cross-references to the interpretations that either refer to or incorporate the pre-Codification authoritative pronouncement or interpretive literature, in whole or in part, that was not codified by the FASB into its Codification. The FASB decided to exclude “nonessential material, such as redundant summaries of existing standards, historical content, discussions of previous practice, summaries of constituent feedback, and similar content." However, we believe such information may be useful to readers of this publication.

Appendix III contains recent examples reflecting how various U.S. public entities have disclosed the information required by Topic 740.

Related books:

• U.S. Master Depreciation Guide (2013) 
• Revenue Recognition Guide (2013) (U.S.) 
• Forensic and Investigative Accounting (5th Edition)
• Accounting Desk Book (2012) (U.S.)
• GAAP Guide, 2013 (U.S.) 
• Full Article

This guide is designed as a discussion of specific features in Cantax and was used during the Fall 2014 Cantax Productivity seminars. 

We are offering this comprehensive 340 page Seminar Guide to all Cantax customers until December 31, 2014. Quantities are limited so order today!

More specifically this guide covers:

• Cantax T1
  • Interview/Billing
  • Client Invoice
  • Options Preference Settings
  • T183 – What’s New
  • New! - Cantax Connect
  • Preparing Coupled Returns
  • Dependants and Family Returns
  • Reviewing the Return
  • Quick Entry Forms
  • Tax Summaries
  • Cantax T1 Forms, CRA Schedules and Features for 2014
  • Spotlight on - T2125
  • T1135
  • Provincial Form Changes
• 2014 Federal Tax Changes
  • Spotlight on – Claiming Auto Expenses, T2200
  • Provincial Tax Changes
  • Spotlight on – Non Refundable Credits in Various Scenarios
  • Reports
  • Attaching Schedules
  • Columnar Worksheets
  • Breakdown Feature
  • Local and Global Annotations
  • Printing and Printing Defaults
  • Options Form Selection
  • Printing a Return
  • EFILE
• Cantax T2 & T2 Plus
  • T2 Program New and Revised Forms
  • T2 Tax and Form Changes Federal 2014
  • T2 Provincial Tax and Form Changes 2014
  • T2 Print Settings
  • Corporate Internet Filing
  • Alberta Netfile
  • Payment methods
• FormMaster
  • 2014 Tax and Form Changes
  • Preparing Returns
  • Form Manager
  • Print Formats
  • Electronic Filing or Information Returns
  • FormMaster Features
  • Spotlight on – Amending T Slips
  • Cantax T1 Hotkeys Combinations
  • Cantax T2 Hotkeys Combinations

This guidebook is available for purchase until December 31, 2014 and quantities are limited so order today! 

If you would like more details about this product, or would like to order a copy online, please click here.

Do you ever have to file returns from previous tax years?

Did your client just ask you to complete their T1 from 2004? Or do you maybe need to compare this year's T2 to the tax year ending June 30, 2004?

Don't waste time looking for older Cantax versions. Cantax Archive 2014 includes up to 10 years of Cantax T1, T2 and FormMaster software.

• T1 returns for 2004 to 2013
• T2 returns with taxation years beginning in 2002 and ending on or before October 31, 2013
• T3 returns (included in FormMaster) for 2004 to December 31, 2013

In addition to the complete online help file included with each version, information is also provided about the late filing requirements for prior year returns.

All archived Cantax programs are the originals, guaranteeing the authenticity of the tax calculations as well as full compliance with the relevant government filing requirements of the day.

When it comes to staying on top of the latest tax laws, Canadian Income Tax Act with Regulations, Annotated is the defi nitive guide on the Income Tax Act in Canada. Containing the full text of the Act, with comprehensive notes, annotations, references and commentary, it’s the resource of choice for more than 10,000 tax professionals across the country. No other single reference offers the same degree of authoritative analysis and editorial excellence on the Income Tax Act.

Provide your students with valuable insight and analysis from our 23-member editorial board, which includes some of the most distinguished tax experts in Canada.

This guide is also available in eBook format featuring the same familiar look and feel of the print edition, with robust search functionality and the convenience and portability of the iPad.

Also, available as a special bundle with

Introduction to Federal Income Taxation in Canada, 35th Edition, 2014-2015

Federal Income Taxation: Fundamentals, 7th Edition, 2014-2015

If you would like more details about this product, or would like to order a copy online, please click here.

This comprehensive volume provides full text of the California personal and corporate income (franchise) tax law and Franchise Tax Board regulations as amended through January 1, 2013.

California Income Tax Laws and Regulations Annotated presents the following divisions of the Revenue and Taxation Code in the order in which they appear in the California Code:


-    Personal Income Tax

-    Administration of Franchise and Income Tax

-    Senior Citizens Property Tax Assistance and Postponement Law

-    Taxpayers' Bill of Rights

-    Corporation Tax

-    Multistate Tax Compact



Each Code section is annotated with significant rulings, court decisions, and decisions of the State Board of Equalization, organized according to pertinent sections of the law.  Detailed indexes precede the Personal Income Tax, Administration of Franchise and Income Tax Laws, and the Corporation Tax provisions.  In addition, Federal-California and California-Federal cross reference tables make research thorough and easy.

If you would like more details about this product, or would like to order a copy online, please click here.

Dorinda D. DeScherer, J.D.

An accessible, practical, plain-language and comprehensive reference source for tax information for accountants, attorneys, business owners, and other business advisors.

In addition to the more than 800 answers to the key questions regarding business income and payroll tax liabilities, this book provides time-saving tools to help the businesses implement the tax strategies and compliance guidelines discussed in the book. These include numerous practice pointers, real-world examples and a comprehensive tax calendar.

TABLE OF CONTENTS:

• Sole Proprietorships and Home-Based Businesses
• Partnerships and Limited Liability Companies
• C Corporations
• S Corporations
• Tax Accounting
• Business Income and Deductions
• Depreciation
• Travel and Entertainment Expenses
• Employee Health and Accident Benefits
• Employee Fringe Benefits
• Retirement Plans
• Owner-Corporation Transactions
• Sales and Other Dispositions of Business Assets
• Payroll Taxes
• Troubleshooting

7" x 10"    760 pages

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If you would like more details about this product, or would like to order a copy online, please click here.

  Authors: Terence M. Myers, J.D.,  Dorinda D. DeScherer, J.D.

In addition to the more than 800 answers to the key questions regarding business income and payroll tax liabilities, the Business Tax Answer Book provides time-saving tools to help the businesses implement the tax strategies and compliance guidelines discussed in the book. These include numerous practice pointers, real-world examples and a comprehensive tax calendar.

• Sole Proprietorships and Home-Based Businesses
• Partnerships and Limited Liability Companies
• C Corporations
• S Corporations
• Tax Accounting
• Business Income and Deductions
• Depreciation
• Travel and Entertainment Expenses
• Employee Health and Accident Benefits
• Employee Fringe Benefits
• Retirement Plans
• Owner-Corporation Transactions
• Sales and Other Dispositions of Business Assets
• Payroll Taxes
• Troubleshooting

760 pages

Related Products

U.S. Master Tax Guide (2014)

1040 Express Answers (2014)

Business Express Answers (2014 Edition) (US)

If you would like more details about this product, or would like to order a copy online, please click here.

Formerly Business Quick Answers

Your business income tax "how to" reference. Thoughtfully and logically organized, this book covers C corporations, S corporations, partnerships, LLCs and tax-exempt organizations. It will be the first resource you reach for when you need quick answers to your compliance questions.

• Detailed information on how to report income, deductions and other tax items
• Coverage of the basic requirements for payroll tax compliance - filing requirements, forms to use, deposit requirements and more
• Concise and accurate explanations of key business tax law points, with special chapters on:
• Depreciation and amortization
• Employee benefit plans
• Tax credits and business deductions
• Tax accounting
• Partnerships and corporate acquisitions, dispositions and liquidations

Charts and tables of tax information, including:

• IRS corporate tax rate schedules
• Entity filing information
• Principal activity codes
• Depreciation tables
• Lease inclusion tables
• Asset class lives
• Special coverage of tax law changes that occurred in the past year
• Worksheets designed to help you calculate specific tax items and then organize the information for input on a return

410 pages

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If you would like more details about this product, or would like to order a copy online, please click here.

 Authors: Lois Ruffner Plank, Donald Morris, Bryan R. Plank and Christie Plank Ciraulo

Provides a detailed explanation of the tax-related provisions contained in over 40 pieces of legislation enacted in the 112th Congress during 2011 and 2012.

The Blue Book provides the legislative history for each Act, a provision-by-provision description of the prior law and new law, the reasons for the law change if the provision was reported out of committee before enactment, and the effective date of each law change. Descriptions prepared by the Joint Committee on Taxation were included in the absence of other committee reports or when the Joint Committee issued a contemporaneous technical explanation of the bill. An Appendix shows the estimated budget effects of the tax legislation enacted in the 112th Congress for fiscal years 2010 – 2012.

The Blue Book's explanations serve as a useful guide in understanding the intent and meaning of the new tax laws and, along with committee and conference reports, is considered substantial authority for the tax treatment of an item for purposes of avoiding the Code Sec. 6662 accuracy-related penalty on substantial understatements of income tax (Reg. §1.6662-4(d)(3)(iii)).

If you would like more details about this product, or would like to order a copy online, please click here.

Complete, up-to-date coverage of tax law in the region 

With frequent updates, Atlantic Tax Reporter is an essential resource for tax professionals who have clients with business interests in any of the four Atlantic jurisdictions – New Brunswick, Newfoundland and Labrador, Nova Scotia and Prince Edward Island.

As a subscriber, you have access to full coverage of the latest tax developments in these jurisdictions as well as valuable time-saving tools and commentary. Content includes:

• Statutes and regulations pertaining to:
  • Income tax (personal and corporate)
  • Retail sales tax in PEI, capital tax, tobacco tax, mining tax and fuel tax
• Official government publications related to personal and corporate income tax
• Commentary on various taxes, including harmonized sales tax (applicable in New Brunswick, Newfoundland and Labrador, and Nova Scotia)

Bonus features:

• Provincial Tax News monthly newsletter
• Handy federal and provincial tax charts
• Inter-provincial sales tax charts
• Budget dispatches
• News releases
• Case digests
• Full-text case law
• Administration and personnel charts
• A summary of the progress of provincial legislation

CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.

Professionals who subscribe to Atlantic Tax Reporter also find these publications instrumental to their practice:

• Provincial Tax Reporters - All Provinces & Territories
• GST Reporter
• Window on GST/HST

If you would like more details about this product, or would like to order a copy online, please click here.

It's often a very difficult decision for your client to make, when they must decide whether to transfer holdings in their farm or farm property. But the complexity doesn't end there. While that decision is being made, the advisors must step in and help to ensure that the transactions are arranged in the most tax efficient and practical manner. For those approaching any potential farm restructurings or sales, this webinar will be essential.

This archive webinar covers a comprehensive look at the preferential tax treatment that transfers of qualifying farms or farm property can enjoy on passing to the next generation or on the sale to outside parties. This includes an overview of the capital gains exemption available for the sale of qualifying farm property shares and partnership interests, and rollovers to certain family members (both inter vivos and on death). While similarities do exist with among these transfers, there are traps and nuances that practitioners must be aware of to ensure their transactions qualify for beneficial tax treatment desired.

More specifically, for each of the above types of transfers, this archived webinar will explore:

• What property qualifies for the treatment?
• Who is entitled to the preferential tax benefit?
• What does farming mean in these contexts?
  • What is the business of farming for tax purposes?
  • What is being "actively engaged on a regular and continuous basis"?
  • Who must farm the property?
  • When must farming activity take place?
  • How much of the property must be used in farming?
• What are the common things farms may do to fall offside?
• Putting it all together - a compare & contrast with examples
• Bonus Issue (time permitting) - Craig vs. the Queen - restricted farm losses

Note: This webinar took place on October 1, 2013.

If you would like more details about this product, or would like to order a copy online, please click here.

By popular demand, we are now offering an archived version of the webinar Death and Taxes - When Life's Two Certainties Collide that took place on October 28, 2014.

Many a joke has turned on the axiom about the certainty of death and taxes. However, when the first precipitates the second, the resulting complexities are anything but humorous. The planning opportunities and potential complications in planning for those who have a broad base of asset holdings often leave accountants feeling confused and frustrated. Fret no longer.  

In this insightful but concise two-hour archived webinar, Shaun Doody will provide a practical overview of the tax issues and considerations that can arise upon the death of a taxpayer. This includes an overview of the deeming rules invoked on death, the tax treatment of various assets, and some planning opportunities and strategies available to deal with these issues.

More specifically, topics covered will include: 

• Overview of taxation on death in Canada
• Income in year of death
• Deemed realization of income at death
• Deemed disposition of assets at death
• Tax treatment of jointly held assets
• Tax treatment of special assets
  • Principal residence
  • Small business corporations
  • Farming and fishing properties
  • Cottage and vacation properties
  • Partnership interests
  • Trust interests
  • Personal use property
• Charitable donations
• Special rules and elections
• Insurance 
  • Corporate owned policies
  • Valuation issues
  • Capital dividend account
• Foreign assets
• Post-mortem tax planning
  • Capital losses of the estate
  • Step up strategy
  • Pipeline strategy
• Taxation of estates
  • Testamentary trusts
  • Testamentary spousal trusts
  • 21-year rule
  • Distributions to non-residents
  • 2014 Budget changes to taxation of estates/testamentary trusts 
• Estate planning
  • Objectives
  • Estate freeze
  • Inter vivos trusts
  • Charitable donations
  • Spousal rollovers
  • Income splitting
• US tax issues

 This archived webinar includes:

• 30 days to review the webinar recording
• PDF version of the presentation slides

Our Speaker: 
Shaun Doody, Tax Lawyer, Fogler Rubinoff LLP

Sha

If you would like more details about this product, or would like to order a copy online, please click here.

With the publication of this book, CCH is providing practitioners with a single integrated law and explanation of the tax provisions of the landmark health reform legislation and guidance. This resource includes IRS regulations and other regulatory decrees executing the many aspects of health care reform. This edition contains complete coverage of the final employer mandate regulations, the simplified options for employer reporting, the small employer health credit regulations, the premium assistance tax credit reporting and much more.

The law is arranged in code section sequence with italicized type used for all new language that amends previous code sections.

CHAPTER 1.    HEALTH CARE REFORM

• Timeline and Implementation

CHAPTER 2.     INDIVIDUALS

• Individual Health Insurance Mandate
• Health Insurance Premium Assistance Refundable Credit
• Itemized Deduction for Medical Expenses
• Medical Benefits for Children Under Age 27

CHAPTER 3.     BUSINESSES

• Employer Mandate to Provide Health Insurance
• Small Employer Health Insurance Credit
• Exchange-Participating Qualified Health Plans Offered Through Cafeteria Plans
• Health Flexible Spending Accounts Offered in Cafeteria Plans
• Simple Cafeteria Plans
• Elimination of Deduction for Federal Subsidies for Certain Retiree Prescription Drug Plans
• Limitation on Excessive Employee Remuneration
• Excise Tax on High Cost Employer-Sponsored Health Coverage
• Excise Tax on Sales of Medical Devices
• Fee on Manufacturers and Importers of Prescription Drugs
• Additional Requirements for Charitable Hospitals

CHAPTER 4.     INFORMATION REPORTING REQUIREMENTS

• Inclusion of Cost of Employer-Sponsored Health Coverage on W-2
• Health Care Coverage Reporting
• Reporting of Employer Health Insurance Coverage

CHAPTER 5.     HEALTH CARE EXCHANGES AND OTHER PROVISIONS GOVERNING HEALTH CARE PLANS

• Establishment of Health Insurance Exchanges
• Exchange Requirements—American Health Benefit Exchanges
• Small Business Health Options Program (SHOP Exchange)
• Procedures for Determining Eligibility for Exchange Participation, Tax Credits, and Cost-Sharing Reductions
• Cost-Sharing Reductions
• Advance Determinations and Payments
• Contents of Essential Health Benefits Package
• Grandfathered Plans in the Individual and Group Health Markets

• If you would like more details about this product, or would like to order a copy online, please click here.

  
  
  Full Article
  
  

The 2013 MTG contains timely and precise explanations of federal income taxes for individuals, partnerships, corporations, estates and trusts, as well as new rules established by key court decisions and the IRS. Significant new tax developments are conveniently highlighted and concisely explained for quick reference and understanding. The Master Tax Guide's explanations are meticulously researched and footnoted to provide tax practitioners with the most accurate and legally sound guidance to help them understand, apply and comply with today's complex federal tax laws.

With this edition you will also receive the U.S. Master Tax Guide, 2013 Legislative Update which provides tax professionals with explanations of the key components of late-breaking legislation including the American Taxpayer Relief Act of 2012. The provisions, whether impacting individuals, families or business, are succinctly explained and generously complemented with cautions, examples and comments. Moreover, the effective dates of these wide-ranging provisions are clearly set out. All explanations will be keyed to the corresponding discussions in the 2013 U.S. Master Tax Guide. 

The 2013 U.S. Master Tax Guide's updated explanations cover:

• Highlights of New Tax Developments
• Tax Rates and Tax Tables
• Individuals
• Corporations
• S Corporations
• Partnerships
• Trusts and Estates
• Exempt Organizations
• Income
• Exclusions from Income
• Business Expenses
• Non-Business Expenses
• Losses and Bad Debt
• Depreciation, Amortization and Depletion
• Tax Credits
• Minimum Tax
• Tax Accounting
• Basis for Gain or Loss
• Sales, Exchanges and Capital Gains
• Installment Sales/Deferred Payment Sales
• Securities Transactions
• Tax Shelters/At-Risk Rules/Passive Losses
• Retirement Plans
• Corporate Acquisitions/Reorganizations
• Taxation of Foreign Activities/Taxpayers
• Returns and Payment of Tax
• Withholding and Estimated Taxes
• Examination of Returns – Collection of Tax
• Penalties and Interest
• Estate, Gift and Generation-Skipping Tax

The U.S. Master Tax Guide is conveniently cross-referenced to the Internal Revenue Code, Income Tax Regulations, certain other important tax law sources, and CCH's Standard Federal Tax Reports for further research.

Related Products of Interest

- U.S. Master Tax Guide, 2013
- U

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Answer a few questions using this simple tool and help us help you choose the most relevant package for you. Send us the results and we will then propose the best products among more than 400 titles. No obligation of any kind of course. You can download the diagnosis card here.

 

You can also consult our US and International catalogue here.

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Updated annually, 1120S Express Answers is a spiral-bound resource that helps practitioners prepare Form 1120S tax returns quickly, easily and accurately – with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.

- Form 1120S - General Information
- Schedules A and B
- Schedules K and K-1
- Schedles M-1, M-2 and M-3
- Schedule D
- Corp. Level Taxes and Estimated Tax Payments
- Special Rules
- Distributions to Shareholders
- Taxation of Shareholders
- Formation of an S corporation
- Funding the S Corporation
- Administrative Matters
- Stock Transfers and Terminations
- Election Statements and Checklists
- State Tax Information
- Index

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- Foreign Bank Account Reporting (FBAR) Compliance Guide

If you would like more details about this product, or would like to order a copy online, please click here.

Updated annually, 1065 Express Answers is a spiral-bound resource that helps practitioners prepare Form 1065 tax returns quickly, easily and accurately - with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.

- Form 1065 - General Information
- Income and Deductions
- Schedules A and B
- Schedule K
- Schedules L, M-1, M-2 and M-3
- Schedule D
- Partner’s Schedule K-1
- Allocation Rules
- Partnership Formation
- Depreciation
- Transfers of Interest
- Death or Retirement of a Partner
- Terminations, Mergers and Divisions
- Real Estate Partnerships
- LLCs, LLPs and LLLPs
- State Tax Information
- Election Statements
- Form 1065 Checklist
- Index

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- Foreign Bank Account Reporting (FBAR) Compliance Guide

If you would like more details about this product, or would like to order a copy online, please click here.

Updated annually, 1041 Express Answers is a spiral-bound resource that helps tax practitioners who prepare fiduciary income tax returns.

1. Compliance oriented, line-by-line approach,
2. Plain-English guidance, making the complex rules (and exceptions to the rules) easy to understand and apply.
3. New rules and form changes highlighted.

Tab 1: Filing Issues
Tab 2: Form 1041
Tab 3: Income In Respect of a Decedent
Tab 4: Business Income (or Loss)
Tab 5: Farm Income (or Loss)
Tab 6: Rents, Royalties, Partnerships
Tab 7: Schedules A - Charitable Deduction and B - Income Distribution Deduction
Tab 8: Schedule G - Tax Computation and Other Information
Tab 9: Schedule I - AMT
Tab 10: Schedule D - Capital Gains and Losses
Tab 11: Schedule J - Accumulation Distribution
Tab 12: Depreciation, Depletion, Amortization
Tab 13: Schedule K-1
Tab 14: Modification and Termination
Tab 15: State Tax Information
Tab 16: Index

Related Products of Interest


- Foreign Bank Account Reporting (FBAR) Compliance Guide

If you would like more details about this product, or would like to order a copy online, please click here.

1040 Express Answers is a spiral bound quick-reference guide that will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

• Form-oriented organization presented the way you work - line-by-line, right down the return.
• Plain English guidance, making the complex rules (and exceptions to the rules) easier to understand and apply.
• New rules and form changes highlighted, so you can ensure your clients take advantage of new law changes to maximize tax-saving opportunities and avoid pitfalls.

Tab 1        Form 1040
Tab 2        Schedules A and B
Tab 3        Schedules C, F and SE
Tab 4        Schedule D and Form 4797
Tab 5        Schedule E: PALs and At-Risk Rules
Tab 6        Form 2106
Tab 7        Form 4562: Depreciation
Tab 8        Cars and Listed Property
Tab 9        Social Security and Retirement Planning
Tab 10      Tax Credits and AMT
Tab 11       Estimated Payments/Penalties/Amended Returns
Tab 12      Tax Representation Issues and Filings
Tab 13      Family and Education
Tab 14      Estate Planning
Tab 15      State Tax Information
Tab 16      2013 Developments and Planning Tools
Tab 17      Tax Tables
Tab 18      Index

500 pages

To order in Canada, please call 1 800 268 4522

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ProSystem fx Tax for U.S. tax returns

If you would like more details about this product, or would like to order a copy online, please click here.

1040 Express Answers is a spiral bound quick-reference guide that will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

- Form-oriented organization presented the way you work - lineby-line, right down the return.
- Plain English guidance, making the complex rules (and exceptions to the rules) easier to understand and apply.
- New rules and form changes highlighted, so you can ensure your clients take advantage of new law changes to maximize taxsaving opportunities and avoid pitfalls.

Tab 1 Form 1040
Tab 2 Schedules A and B
Tab 3 Schedules C, F and SE
Tab 4 Schedule D and Form 4797
Tab 5 Schedule E: PALs and At-Risk Rules
Tab 6 Form 2106
Tab 7 Form 4562: Depreciation
Tab 8 Cars and Listed Property
Tab 9 Social Security and Retirement Planning
Tab 10 Tax Credits and AMT
Tab 11 Estimated Payments/Penalties/Amended Returns
Tab 12 Tax Representation Issues and Filings
Tab 13 Family and Education
Tab 14 Estate Planning
Tab 15 State Tax Information
Tab 16 Developments and Planning Tools
Tab 17 Tax Tables
Tab 18 Index

Related Products of Interest
- U.S. Master Tax Guide (2013)
- Internal Revenue Code: Income, Estate, Gift, Employment and Excise Taxes (Winter 2013)
- Income Tax Regulations (Winter 2013) (U.S.)
- The New 3.8% Medicare Tax: In-Depth Analysis and Planning (U.S.)
- Foreign Bank Account Reporting (FBAR) Compliance Guide

If you would like more details about this product, or would like to order a copy online, please click here.

Available: December 2011

This spiral bound quick-reference guide will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

You'll benefit from...

• Compliance oriented, line-by-line approach,
• Plain-English guidance, making the complex rules (and exceptions to the rules) easy to understand and apply.
• New rules and form changes highlighted.  
• Charts and tables summarizing important concepts, facts and figures
• Quick-reference icons which identify Cautions, Examples, Planning Pointers, and Gray Areas to alert you to must-know information.
• References to U.S. Master Tax Guide paragraphs.

Related Books:

• 1041 Express Answers (2012)
• 1065 Express Answers (2012)
• U.S. Master Tax Guide®,2012
• ProSystem fx Tax: for U.S. Tax Returns
• INTERNAL REVENUE CODE: Income, Estate, Gift, Employment and Excise Taxes, Winter 2012 Edition
• U.S. INCOME TAX REGULATIONS, Winter 2012 Edition

 

If you would like more details about this product, or would like to order a copy online, please click here.

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