Release notes

PRO2025_1

Update of the file with all the tax news for 2025 (except the removal of the maximum for FRVs).


PRO2024_V3b

Addition of RRMSQ pension choices in the RREGOP/RRPE table in the pension tab.


Pro2024_V3

Here are the changes made in version V3 of 2024:

  • Changes following the federal budget (capital gains inclusion rate and ECGC value)
  • Changes to improve data entry
  • Addition of the CRI in the financial information of the report
  • Miscellaneous fixes

For more details, feel free to download the update document below.

Download


Pro2024_V2

Here are the changes made in version V2 of 2024:

  • Copying from one file to another
  • Simplification of use (CRI, RPAPD, etc.)
  • Possibility of 2 companies per person
  • Specific savings amount per plan
  • Plan only: addition of spouse’s income information
  • Miscellaneous fixes

For more details, feel free to download the update document below.

Download


Pro2024_V1

Here are the changes made in version V1 of 2024:

  • Deferral of the QPP until age 72
  • Old age security reduction indicator
  • Variation of expenses
  • Tax return in TFSA
  • Pension for the surviving spouse
  • Property management upon death
  • Company management
  • Management upon death
  • Total Assets Chart

For more details, feel free to download the update document below.


PRO2023_V5

Here are the changes made in the V5 version of 2023:

  • RREGOP/RRPE: addition of automatic calculation of full pension age and precision of the calculation according to the month of birth
  • 1st year QPP/OAS: take the full amount if starting before the current year
  • Needs line: addition of the needs line (expenses+additional expenses+taxes) in the Source of income graph.
  • Correction of the amount of the GIS for the current year when one is already retired (could give an amount because had no income from the previous year)
  • Increase in Old Age Security at age 75
  • General reduction in income tax
  • Added names to manually entered fields

Pro2023_V4

  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • New advanced options: choice of income splitting or not, different QPP/OAS indexing, RRIF according to spouse's age, % salary increase, savings in spouse's TFSA, non-registered transfer to spouse's TFSA, maximum transfer to TFSA, management taxation of non-registered accounts
  • Pension: average of the best 5 years calculated automatically
  • Improved rental income management (now several possible)
  • Additional rental expenses
  • Dividend managed for Companies
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report

Base2025_1

Update of the file with all the tax news for 2025 (except the removal of the maximum for FRVs).


Base2024_V3b

Addition of RRMSQ pension choices in the RREGOP/RRPE table in the pension tab.


Base2024_V3

Here are the changes made in version V3 of 2024:

  • Changes following the federal budget (capital gains inclusion rate)
  • Changes to improve data entry
  • Addition of the CRI in the financial information of the report
  • Miscellaneous fixes

For more details, feel free to download the update document below.

Download


Base2024_V2

Here are the changes made in version V2 of 2024:

  • Copying from one file to another
  • Simplification of use (CRI, RPAPD, etc.)
  • Miscellaneous fixes

For more details, feel free to download the update document below.

Download


Base2024_V1

Here are the changes made in version V1 of 2024:

  • Deferral of the QPP until age 72
  • Old age security reduction indicator
  • Pension for the surviving spouse
  • choice of age of death
  • Total Assets Chart

For more details, feel free to download the update document below.


Base2023_V5

Here are the changes made in the V5 version of 2023:

  • RREGOP/RRPE: addition of automatic calculation of full pension age and precision of the calculation according to the month of birth
  • 1st year QPP/OAS: take the full amount if starting before the current year
  • Needs line: addition of the needs line (expenses+additional expenses+taxes) in the Source of income graph.
  • Correction of the amount of the GIS for the current year when one is already retired (could give an amount because had no income from the previous year)
  • Increase in Old Age Security at age 75
  • General reduction in income tax
  • Added names to manually entered fields

Base2023_V4

  • General changes from basic version: same file as advanced/pro with some tabs not accessible
  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • Pension: average of the best 5 years calculated automatically
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report

Avance2025_1

Update of the file with all the tax news for 2025 (except the removal of the maximum for FRVs).


Avance2024_V3b

Addition of RRMSQ pension choices in the RREGOP/RRPE table in the pension tab.


Avance2024_V3

Here are the changes made in version V3 of 2024:

  • Changes following the federal budget (capital gains inclusion rate and ECGC value)
  • Changes to improve data entry
  • Addition of the CRI in the financial information of the report
  • Miscellaneous fixes

For more details, feel free to download the update document below.

Download


Avance2024_V2

Here are the changes made in version V2 of 2024:

  • Copying from one file to another
  • Simplification of use (CRI, RPAPD, etc.)
  • Possibility of 2 companies per person
  • Specific savings amount per plan
  • Plan only: addition of spouse’s income information
  • Miscellaneous fixes

For more details, feel free to download the update document below.

Download


Avance2024_V1

Here are the changes made in version V1 of 2024:

  • Deferral of the QPP until age 72
  • Old age security reduction indicator
  • Variation of expenses
  • Tax return in TFSA
  • Pension for the surviving spouse
  • Property management upon death
  • Company management
  • Management upon death
  • Total Assets Chart

For more details, feel free to download the update document below.


Avancee2023_V5

Here are the changes made in the V5 version of 2023:

  • RREGOP/RRPE: addition of automatic calculation of full pension age and precision of the calculation according to the month of birth
  • 1st year QPP/OAS: take the full amount if starting before the current year
  • Needs line: addition of the needs line (expenses+additional expenses+taxes) in the Source of income graph.
  • Correction of the amount of the GIS for the current year when one is already retired (could give an amount because had no income from the previous year)
  • Increase in Old Age Security at age 75
  • General reduction in income tax
  • Added names to manually entered fields

Avancee2023_V4

  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • New advanced options: choice of income splitting or not, different QPP/OAS indexing, RRIF according to spouse's age, % salary increase, savings in spouse's TFSA, non-registered transfer to spouse's TFSA, maximum transfer to TFSA, management taxation of non-registered accounts
  • Pension: average of the best 5 years calculated automatically
  • Improved rental income management (now several possible)
  • Additional rental expenses
  • Dividend managed for Companies
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report