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INSTALL
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The installation wizard will provide all necessary assistance to complete a successful installation.
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The main point, at the beginning of the installation, is to decide which Tax form you would like to use (T661 for Canada or
F6765 for USA). If for both countries then please install one at a time.
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The idea behind the program is simple. The Tax
Manager is the major player. The cycle starts with the Tax
Manager and ends with him or her.
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There is no limitation on the number of clients
or collaborators.
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COLLABORATE
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This option is only available for the Enterprise module or Accounting Firms module.
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The idea is that the tax manager will be able to
remotely seek assistance from collaborators who are experts in the field.
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The collaborator’s role will be to fill in the required technological information required for PART-II in Canada. In USA a full fledged technological report will be produced to accompany F6765.
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The entire package will be electronically assembled on the Tax Manager’s computer.
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SUBMIT THE
CLAIM
- Briefly, you must establish and
substantiate your claim on two grounds. The first is concerned with
the depth and seriousness of your R&D activities. The Second is
concerned with the expenses linked to the R&D activities on a
project by project basis.
- Once you print the package, the printed material will satisfy
both of the above mentioned requirements.
- For Canada, the package is the prescribed form T661 with
Part II already filled in.
- For USA, the package is a completed F6765 and the
project descriptions.
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