# Latest **URL:** https://www.protaxcommunity.com/latest.md?page=2 [Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md) **Page:** 3 --- ## [Putting signature fields on engagement letters (generated by tax cycle)](https://www.protaxcommunity.com/t/putting-signature-fields-on-engagement-letters-generated-by-tax-cycle/4183)
**Author:** [@mark](https://www.protaxcommunity.com/u/mark)\ **Replies:** 4\ **Last updated:** [July 17, 2026, 3:04am UTC](https://www.protaxcommunity.com/t/putting-signature-fields-on-engagement-letters-generated-by-tax-cycle/4183 "2026-07-17T03:04:02Z")
Given I want to printout a return, and send it along for signature…how do I setup the placement of signatures, initials and dates? mark --- ## [Asking for WAC number to file T4/T5 directly from tax Cycle](https://www.protaxcommunity.com/t/asking-for-wac-number-to-file-t4-t5-directly-from-tax-cycle/9842)
**Author:** [@tanguyen1719](https://www.protaxcommunity.com/u/tanguyen1719)\ **Replies:** 15\ **Last updated:** [July 14, 2026, 8:57pm UTC](https://www.protaxcommunity.com/t/asking-for-wac-number-to-file-t4-t5-directly-from-tax-cycle/9842 "2026-07-14T20:57:25Z")
Guys, I am dealing with about 100 clients right now, is there an efficient way to request for the WAC (Web Access Code) for all of them as once or I need to call for each of them individually? I am trying to file T4/T5 … --- ## [Error code Rep56 when submitting response to T1 review](https://www.protaxcommunity.com/t/error-code-rep56-when-submitting-response-to-t1-review/12569)
**Author:** [@rachelavryl](https://www.protaxcommunity.com/u/rachelavryl)\ **Replies:** 4\ **Last updated:** [July 13, 2026, 6:11pm UTC](https://www.protaxcommunity.com/t/error-code-rep56-when-submitting-response-to-t1-review/12569 "2026-07-13T18:11:40Z")
In responding to a CRA Post assessment review, I am getting error code Rep56 Anyone have idea what this is ? Case # seems to be ok, put in SIN and hit enter and received this error. I do not have CRA online Access for… --- ## [Estate return](https://www.protaxcommunity.com/t/estate-return/12562)
**Author:** [@dongminkun](https://www.protaxcommunity.com/u/dongminkun)\ **Replies:** 5\ **Last updated:** [July 8, 2026, 8:02pm UTC](https://www.protaxcommunity.com/t/estate-return/12562 "2026-07-08T20:02:16Z")
Hello, it would be great if anyone can confirm my understanding about the following scenario: A dies on June 1, 2025 (Cost=$500,000, FMV=$1M). Under the will, the rental property is to be transferred to A’s spouse. The … --- ## [Review Season](https://www.protaxcommunity.com/t/review-season/12524)
**Author:** [@Arliss](https://www.protaxcommunity.com/u/Arliss)\ **Replies:** 18\ **Last updated:** [July 8, 2026, 4:20pm UTC](https://www.protaxcommunity.com/t/review-season/12524 "2026-07-08T16:20:42Z")
Just a heads up I had a number of review letters I just discovered starting a week or so ago. I had no notification of such I just happened to click on mail to discover them. --- ## [Report what was transmitted to CRA](https://www.protaxcommunity.com/t/report-what-was-transmitted-to-cra/12563)
**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\ **Replies:** 2\ **Last updated:** [July 8, 2026, 2:57am UTC](https://www.protaxcommunity.com/t/report-what-was-transmitted-to-cra/12563 "2026-07-08T02:57:41Z")
I’m sorry if this topic has come up before but I have never been able to find the actual detail of what was transmitted to CRA. Is there a way to retrieve this within the file? I’d like to see what they are seeing before… --- ## [I received a T5 for an estate trust acct, now what](https://www.protaxcommunity.com/t/i-received-a-t5-for-an-estate-trust-acct-now-what/12565)
**Author:** [@infg20](https://www.protaxcommunity.com/u/infg20)\ **Replies:** 1\ **Last updated:** [July 8, 2026, 12:13am UTC](https://www.protaxcommunity.com/t/i-received-a-t5-for-an-estate-trust-acct-now-what/12565 "2026-07-08T00:13:15Z")
The T5 is for The Estate Of John D L Trust Acct, with Executor’s name and address. But the final recipient is under 21 and not to receive the money until 21 yrs old, who file a return for this T5? --- ## [I received a T5 for an estate trust acct,](https://www.protaxcommunity.com/t/i-received-a-t5-for-an-estate-trust-acct/12566)
**Author:** [@infg20](https://www.protaxcommunity.com/u/infg20)\ **Replies:** 0\ **Last updated:** [July 7, 2026, 5:20pm UTC](https://www.protaxcommunity.com/t/i-received-a-t5-for-an-estate-trust-acct/12566 "2026-07-07T17:20:37Z")
I am trying to find out who files a return for following. The T5 is for The Estate Of John D L Trust Acct, with Executor’s name and address. But the final recipient is under 21 and not to receive the money until 21 yrs … --- ## [AFR not transfering number of 1200 T5008](https://www.protaxcommunity.com/t/afr-not-transfering-number-of-1200-t5008/12472)
**Author:** [@akbari1000](https://www.protaxcommunity.com/u/akbari1000)\ **Replies:** 20\ **Last updated:** [July 7, 2026, 3:56pm UTC](https://www.protaxcommunity.com/t/afr-not-transfering-number-of-1200-t5008/12472 "2026-07-07T15:56:59Z")
Hello, the AFR is not working with number of 1200 T5008 . I am wondering how to do you record them in the Tax cycle . Thank you --- ## [Canadian Stock Options and Foreign Subsidiaries](https://www.protaxcommunity.com/t/canadian-stock-options-and-foreign-subsidiaries/12564)
**Author:** [@d\_holmes](https://www.protaxcommunity.com/u/d_holmes)\ **Replies:** 0\ **Last updated:** [July 7, 2026, 3:55pm UTC](https://www.protaxcommunity.com/t/canadian-stock-options-and-foreign-subsidiaries/12564 "2026-07-07T15:55:59Z")
CanCo is a Canadian Company that has shares traded on the TSX. USCo is its wholly owned US Subsidiary. Person A was working with CanCo as a US-based contractor. They were awarded stock options in CanCo during this engag… --- ## [T3 Schedule 15 penalty of $250](https://www.protaxcommunity.com/t/t3-schedule-15-penalty-of-250/12545)
**Author:** [@jhd.hemeon](https://www.protaxcommunity.com/u/jhd.hemeon)\ **Replies:** 4\ **Last updated:** [July 7, 2026, 2:22pm UTC](https://www.protaxcommunity.com/t/t3-schedule-15-penalty-of-250/12545 "2026-07-07T14:22:46Z")
Client has an inter vivos trust, category ID 334. Beneficiaries are client, client’s spouse, children, children’s spouses, and grandchildren. These, along with the settlor, were all reported on the 2023 schedule 15. T… --- ## [T2 S8 Rec with Class 54](https://www.protaxcommunity.com/t/t2-s8-rec-with-class-54/12560)
**Author:** [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\ **Replies:** 0\ **Last updated:** [July 6, 2026, 8:17pm UTC](https://www.protaxcommunity.com/t/t2-s8-rec-with-class-54/12560 "2026-07-06T20:17:50Z")
@Steven The S8 Rec Worksheet includes a line to automatically adjust for Class 10.1 vehicles. Can you add a line to do the same for Class 54 vehicles? See below - vehicle cost was $92,600; max Class 54 addition is $61,0… --- ## [Accounting for butterfly and section 85 rollover](https://www.protaxcommunity.com/t/accounting-for-butterfly-and-section-85-rollover/12535)
**Author:** [@laurie](https://www.protaxcommunity.com/u/laurie)\ **Replies:** 5\ **Last updated:** [June 30, 2026, 5:18pm UTC](https://www.protaxcommunity.com/t/accounting-for-butterfly-and-section-85-rollover/12535 "2026-06-30T17:18:41Z")
Hello all. I have a somewhat complicated situation and I want to ensure I am doing this correctly. Client divorced her husband who had a company (OriginalCo) with a large investment portfolio that originally had shareh… --- ## [Medical Expenses EXCEL SHEET](https://www.protaxcommunity.com/t/medical-expenses-excel-sheet/11522)
**Author:** [@healthymanccc](https://www.protaxcommunity.com/u/healthymanccc)\ **Replies:** 22\ **Last updated:** [June 30, 2026, 4:55pm UTC](https://www.protaxcommunity.com/t/medical-expenses-excel-sheet/11522 "2026-06-30T16:55:53Z")
Has anyone built an Excel sheet for clients to list medical expenses and upload to the Medical Expense worksheet? I’m fine manually entering data, but one client has five family members with dozens of claims each. Ideal… --- ## [Federal Corp in AB jurisdiction](https://www.protaxcommunity.com/t/federal-corp-in-ab-jurisdiction/12526)
**Author:** [@dawna777](https://www.protaxcommunity.com/u/dawna777)\ **Replies:** 7\ **Last updated:** [June 28, 2026, 8:46pm UTC](https://www.protaxcommunity.com/t/federal-corp-in-ab-jurisdiction/12526 "2026-06-28T20:46:02Z")
New Client When using TaxCycle, i have entered the BN (confirmed to be Federally incorporated) and the jurisdiction as AB. TaxCycle is asking for AB Corp access number and SIC. I believe these are non-applicable. Do … --- ## [Final T2 return on dissolving a BC Limited Company](https://www.protaxcommunity.com/t/final-t2-return-on-dissolving-a-bc-limited-company/12529)
**Author:** [@moh786](https://www.protaxcommunity.com/u/moh786)\ **Replies:** 4\ **Last updated:** [June 27, 2026, 4:47pm UTC](https://www.protaxcommunity.com/t/final-t2-return-on-dissolving-a-bc-limited-company/12529 "2026-06-27T16:47:03Z")
I have a client in BC, it is a BC resitered corporation, The company was dissolved on Apr 30, 2026. We are filing the final return.T2, where do your enter the dissolution date?? Thank you --- ## [Dividend Refund of Connected Corporation](https://www.protaxcommunity.com/t/dividend-refund-of-connected-corporation/12527)
**Author:** [@dawna777](https://www.protaxcommunity.com/u/dawna777)\ **Replies:** 4\ **Last updated:** [June 26, 2026, 3:43pm UTC](https://www.protaxcommunity.com/t/dividend-refund-of-connected-corporation/12527 "2026-06-26T15:43:52Z")
Re: Sch3, Col 260 I am working on a Holdco which received a dividend from Opco. The dividend is $488k with generated NERDTOH of $171k. Holdco share of dividend refund $26k Opco did not claim a dividend refund on thei… --- ## [CRA and useless phone calls to confirm letters?](https://www.protaxcommunity.com/t/cra-and-useless-phone-calls-to-confirm-letters/12520)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 11\ **Last updated:** [June 25, 2026, 11:20pm UTC](https://www.protaxcommunity.com/t/cra-and-useless-phone-calls-to-confirm-letters/12520 "2026-06-25T23:20:09Z")
Just wondering if any are seeing the same thing…CRA calling to advise that “they’re sending a letter” or call to see “if you’ve received our letter”? Not sure why, but it seems to be a “thing” now. Not sure if they’re g… --- ## [Feature Request: Default "CRA Signatures" print set for T1](https://www.protaxcommunity.com/t/feature-request-default-cra-signatures-print-set-for-t1/12518)
**Author:** [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)\ **Replies:** 5\ **Last updated:** [June 25, 2026, 4:18pm UTC](https://www.protaxcommunity.com/t/feature-request-default-cra-signatures-print-set-for-t1/12518 "2026-06-25T16:18:38Z")
When printing or creating PDFs in the T1 module, we get the default Client Copy and Office Copy. However, managing the specific forms that require client signatures (T183, T1135, T1032, etc.) requires extra steps. I wou… --- ## [Product Offering in TaxCycle Suite](https://www.protaxcommunity.com/t/product-offering-in-taxcycle-suite/12502)
**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\ **Replies:** 6\ **Last updated:** [June 24, 2026, 6:15pm UTC](https://www.protaxcommunity.com/t/product-offering-in-taxcycle-suite/12502 "2026-06-24T18:15:27Z")
Can some help in understanding what is included in the items below? This is part of TaxCycle suite inclusions but not part of Tax Basics. GST, SERs, UHT, CPP forms collection --- ## [Bonus and salary for owner](https://www.protaxcommunity.com/t/bonus-and-salary-for-owner/12476)
**Author:** [@pardnme](https://www.protaxcommunity.com/u/pardnme)\ **Replies:** 20\ **Last updated:** [June 23, 2026, 5:42pm UTC](https://www.protaxcommunity.com/t/bonus-and-salary-for-owner/12476 "2026-06-23T17:42:41Z")
I have very little experience with salary/payroll. However, I have a few clients (incorporated) that want to do a bonus to themselves or even a random salary every year. How do I structure this in excel? I don’t want … --- ## [How to record land separate from Building for any T776 rental property?](https://www.protaxcommunity.com/t/how-to-record-land-separate-from-building-for-any-t776-rental-property/12503)
**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\ **Replies:** 6\ **Last updated:** [June 22, 2026, 11:16pm UTC](https://www.protaxcommunity.com/t/how-to-record-land-separate-from-building-for-any-t776-rental-property/12503 "2026-06-22T23:16:51Z")
I am recording land as a separate line but for some reason it is calculating CCA on that. Anything I am doing wrong here? What is the fix here? --- ## [Previous accountant forgot to deal with CEBA repayment!](https://www.protaxcommunity.com/t/previous-accountant-forgot-to-deal-with-ceba-repayment/12501)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 2\ **Last updated:** [June 22, 2026, 7:41pm UTC](https://www.protaxcommunity.com/t/previous-accountant-forgot-to-deal-with-ceba-repayment/12501 "2026-06-22T19:41:56Z")
Sigh…new client T2. Reviewed books…CEBA was repaid by taking an LOC (refinance essentially) but client DID get the $20K forgiveness. Problem: prior accountant did not clear the forgiven part on the last T2 or in the GL! … --- ## [New Authorization Process Frustration](https://www.protaxcommunity.com/t/new-authorization-process-frustration/12516)
**Author:** [@insitetax](https://www.protaxcommunity.com/u/insitetax)\ **Replies:** 6\ **Last updated:** [June 22, 2026, 5:02pm UTC](https://www.protaxcommunity.com/t/new-authorization-process-frustration/12516 "2026-06-22T17:02:16Z")
Hi there community! Does anyone else feel that CRA is trying to make it more difficult to do our jobs? New tax client for me this year. Of course she is unorganized and cannot find her 2024 NOA. No problem, I filed her … --- ## [Communication Method](https://www.protaxcommunity.com/t/communication-method/12500)
**Author:** [@jglass](https://www.protaxcommunity.com/u/jglass)\ **Replies:** 1\ **Last updated:** [June 17, 2026, 11:20pm UTC](https://www.protaxcommunity.com/t/communication-method/12500 "2026-06-17T23:20:43Z")
I would like to suggest adding separate communication/delivery method fields for the tax planning package and the completed return package. Currently, the Engagement Information screen has a single “Method of Communicat… --- ## [Deducting your accounting fees on a T1 return?](https://www.protaxcommunity.com/t/deducting-your-accounting-fees-on-a-t1-return/12486)
**Author:** [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)\ **Replies:** 29\ **Last updated:** [June 17, 2026, 9:17pm UTC](https://www.protaxcommunity.com/t/deducting-your-accounting-fees-on-a-t1-return/12486 "2026-06-17T21:17:26Z")
I’m curious to hear how other Canadian practitioners do this: When preparing T1 returns with investment portfolios (T3s, T5s, capital gains/losses), what is your firm’s standard practice for claiming T1 prep(accounting) … --- ## [Capital gains on sale of publicly listed shares showing up on NR4 slip for a non-resident](https://www.protaxcommunity.com/t/capital-gains-on-sale-of-publicly-listed-shares-showing-up-on-nr4-slip-for-a-non-resident/12499)
**Author:** [@rpeters](https://www.protaxcommunity.com/u/rpeters)\ **Replies:** 1\ **Last updated:** [June 17, 2026, 1:17pm UTC](https://www.protaxcommunity.com/t/capital-gains-on-sale-of-publicly-listed-shares-showing-up-on-nr4-slip-for-a-non-resident/12499 "2026-06-17T13:17:19Z")
I have a trust which disposed of some publicly listed shares (with no business in Canadian real property/Canadian resources) during the year for a capital gain. The trust has 3 beneficiaries. Each receives 1/3 of income … --- ## [Intake process](https://www.protaxcommunity.com/t/intake-process/12470)
**Author:** [@dcpaley](https://www.protaxcommunity.com/u/dcpaley)\ **Replies:** 5\ **Last updated:** [June 16, 2026, 1:43pm UTC](https://www.protaxcommunity.com/t/intake-process/12470 "2026-06-16T13:43:26Z")
Im curious if anyone wants to share how they use TaxFolder for the annual T1 document gathering. I used iFirm in the past. It was okay but the service from WK has been declining. Clients would upload to a yearly folder … --- ## [ETFs / DRIPs etc in a corp - bookkeeping issues](https://www.protaxcommunity.com/t/etfs-drips-etc-in-a-corp-bookkeeping-issues/12487)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 3\ **Last updated:** [June 14, 2026, 2:35pm UTC](https://www.protaxcommunity.com/t/etfs-drips-etc-in-a-corp-bookkeeping-issues/12487 "2026-06-14T14:35:36Z")
Wondering how others approach this. I’m struggling with a client who has significant retained earnings they cannot immediately extract and they’ve engaged TD Waterhouse to invest same. There is no issue with the regular … --- ## [T2 Adjustment Return-Original filed by another accountant](https://www.protaxcommunity.com/t/t2-adjustment-return-original-filed-by-another-accountant/12488)
**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\ **Replies:** 3\ **Last updated:** [June 13, 2026, 3:41pm UTC](https://www.protaxcommunity.com/t/t2-adjustment-return-original-filed-by-another-accountant/12488 "2026-06-13T15:41:20Z")
I have a question that if someone has experience in filing an amendment of T2 where originally it was filed by another accountant. I got the information in CRA account but the numbers filed were wrong. Any suggestion or… [Previous page](https://www.protaxcommunity.com/latest.md?page=1) [Next page](https://www.protaxcommunity.com/latest.md?page=3)