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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 CCH Axcess Tax UltraTax CS Lacerte |
OCR | The document must go through OCR in order to qualify.  |
This article applies to:
- Product: SurePrep
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