Phase Tracker Claim Prep
Phase Tracker Claim Prep shares all the functionality of the R&D version, allowing a claim prep team to collaborate on an SR&ED claim seemlessly and in parallel. Instead of modeling an R&D process, the Claim Prep version, as the name suggests, models the SR&ED claim preparation process.PT Claim Prep divides the T661 form into its constituent parts for delegation to appropriate team members, and automates completion of T661 data entry with an optional interface to the Phase Tracker R&D system. Upon completion of the T661, data can be instantly exported to popular tax preparation software.
Client and Claim Listing
Stay on top of all of your SR&ED clients from a central listing of all claim activity in the system. Enlarge Screenshot
Stay on top of all of your SR&ED clients from a central listing of all claim activity in the system. Enlarge Screenshot
Technical Narratives
The technical narratives can be delegated to specific users with independent deadlines, status and progress indicators, allowing easy management of in-house and remote technical writers. Enlarge Screenshot
The technical narratives can be delegated to specific users with independent deadlines, status and progress indicators, allowing easy management of in-house and remote technical writers. Enlarge Screenshot
SR&ED Staff Expenditures Summary
Data entry for staff and other SR&ED expenditures can be entered manually or imported from Phase Tracker R&D for clients using the Phase Tracker system.
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Data entry for staff and other SR&ED expenditures can be entered manually or imported from Phase Tracker R&D for clients using the Phase Tracker system.
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T661 Financial Data
The automated T661 financial system streamlines completion of the form using staff and expenditure data entered manually, or imported directly from Phase Tracker R&D. Enlarge Screenshot
The automated T661 financial system streamlines completion of the form using staff and expenditure data entered manually, or imported directly from Phase Tracker R&D. Enlarge Screenshot
T661 Claim Data
Claim identification data can be entered manually or imported directly from your clients using Phase Tracker R&D.
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Claim identification data can be entered manually or imported directly from your clients using Phase Tracker R&D.
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Data Uplink
The Data Uplink feature allows instant access to Phase Tracker R&D clients. The SR&ED practitioner can automatically login to the client instance for the purpose of assembling the SR&ED project trees. Once completed, the SR&ED data is imported and the T661 form instantly completed. With one more click, the export file for tax preparation software is generated and ready to be imported into the tax return.
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The Data Uplink feature allows instant access to Phase Tracker R&D clients. The SR&ED practitioner can automatically login to the client instance for the purpose of assembling the SR&ED project trees. Once completed, the SR&ED data is imported and the T661 form instantly completed. With one more click, the export file for tax preparation software is generated and ready to be imported into the tax return.
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