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Fullcount
Level 2

Profile T1 Tax Planner and pension split optimization

Hi

I'm doing a tax plan for a client and I want to determine the optimal amount/potential tax savings for pension split between the couple.  I know how to do it when completing the T1 but I was hoping to use that form to review scenarios for the plan. The fields to enter their taxes etc cannot be overridden.  Is there a way that I am missing to use the optimization tool while completing scenarios on the Tax Planner?

 

Thanks in advance

Solved
Best answer January 22, 2024

Best Answers
Mario B
ProFile Team

Profile T1 Tax Planner and pension split optimization

you could use a 2022 tax file, (for planner 2023) and make th echanges on the tax file, then, from the planner, right click on a field, and select copy T1 return

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4 Comments 4
Mario B
ProFile Team

Profile T1 Tax Planner and pension split optimization

Fullcount
Level 2

Profile T1 Tax Planner and pension split optimization

Yes that's it.  I was hoping that kind of form was connected with the Tax Planner so then I tried overwriting the amounts on a blank sheet and that didn't work.  I ultimately started a rough tax return with some of their details in order to use the optimization tool but still interested if there is a way.

 

thanks for connecting!

 

 

Mario B
ProFile Team

Profile T1 Tax Planner and pension split optimization

you could use a 2022 tax file, (for planner 2023) and make th echanges on the tax file, then, from the planner, right click on a field, and select copy T1 return

Fullcount
Level 2

Profile T1 Tax Planner and pension split optimization

Thanks that's a good option.  I was using the 2022 planner for 2023 but didn't make changes to the file.  Great solution thanks!