Add charitable donations in Pro Tax

The Pro Tax Donations form is used to enter charitable donations for the taxpayer. Donations can be entered for both Canadian and U.S. organizations.

Open the Charitable donations form

1. Open the return in Pro Tax.
2. Select Add New Form. The search window displays.
3. Type donations in the search bar, and Charitable donations will show up in the results.
4. Select Add.
5. Donations and gifts option populates in the list of forms.
6. Select Insert forms.

Carry forward donations

If a return carried forward from a previous taxation year, Pro Tax copies the list of organizations into the “Charitable donations details” and “Donations to U.S. organizations” tables but leaves amounts as “0”.

Any donation amounts can be entered to the same organizations for the current year in the appropriate rows. When completed, delete the remaining organizations.

Donations entered on slips

Note: Pro Tax claims your oldest donations first, so you use them before they expire. Charitable donations can be carried forward for up to five years.

If the taxpayer has donation amounts from slips (for example, T4 slips) enter those amounts on the related slip or slips (for example, T4, T3, T2202A, T4A, and T5013). Pro Tax automatically carries donation amounts from slips to the Reported on slips line in the Donations worksheet. The donation undergoes carry forward and displays at the bottom of the Charitable donations form.