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CoCounsel Legal
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2026 SKILLS Showcase
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Ghosts on the ledger
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Future of professionals report 2025
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Bookmark Canadian forms
Using Artificial Intelligence (AI) and Machine Learning (ML), 1040SCAN can automatically bookmark certain Canadian forms. If this feature is enabled for your firm, AI/ML will automatically bookmark the following Canadian forms (i.e., no data will be captured), skip them from the Review Wizard, and automatically index them in a designated folder in SPbinder:
Canadian Forms |
|---|
T4 Statement of Remuneration Paid |
T4A Statement of Pension, Retirement, Annuity, and Other Income |
T4A(OAS) Statement of Old Age Security |
T4A(P) Statement of Canada Pension Plan Benefits |
T4E Statement of Employment Insurance and Other Benefits |
T4RIF Statement of income from a Registered Retirement Income Fund |
T4RSP Statement of RRSP Income |
T5 Statement of Investment Income - slip information for individuals |
T5007 Statement of Benefits |
T5008 Statement of Securities Transactions - slip information for individuals |
T5013 Statement of Partnership income |
T3 Statement of Trust Income Allocations and Designations – slip information for individuals |
T2202 Tuition Enrolment Certificate |
RC62 Universal Child Care Benefit statement |
RC210 Working Income Tax Benefit Advance Payments Statement |
RRSP contribution receipt – slip information for individuals |
In SPbinder, documents will be indexed in the ' 
2555 Foreign Earned Income
' folder along with a Pink
dot to indicate the documents were auto-indexed.
Billing
Auto-bookmarking and auto-indexing of Canadian documents will be billed as Non-Modified Auto Verified Standard Pages.
To view the billing details, go to
Account Admin > BILLING
> Account Usage History
then look for the following columns:- Non Modified AV Std Pages
- Non Modified AV Std Pages Fees
Requirements
The following requirements must be fulfilled to bookmark Canadian forms using AI/ML:
Field Name | Potential Values |
|---|---|
Firm Setting | Please contact SurePrep Support to enable 'Bookmarking of Canadian forms' |
Tax Year | 2021 - latest |
Services | Outsource (Onshore & Offshore) 1040SCANverify (Onshore & Offshore) 1040SCAN PRO 1040SCAN ORGANIZE |
Leadsheets | None (Without Leadsheets) Classic Simplified Leadsheets binders |
Binder Type | 1040 binder type |
Tax Software | GoSystem Tax RS * ProSystem fx Tax (TY 2022 and earlier) CCH Axcess Tax UltraTax CS Lacerte |
OCR | The document must go through OCR in order to qualify.  |
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you will not be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years. This article applies to:
- PRODUCT: SurePrep
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