Software built specifically for Québec
Rollover
With Optitax, do a Tax Rollover in 3 simple steps.
"Tax rollover" refers to the transfer of an asset to a Canadian corporation with the purpose of deferring its taxation. Optitax's Tax Rollover tool offers several advantages, such as:
- Accurate calculation of the tax consequences based on the transaction (internal or external rollover, application of section 84.1 of the Income Tax Act).
- Calculation of the tax attributes of the shares sold and received as consideration.
- Automatic calculation of the minimum agreed amount and/or the maximum consideration other than shares.
- Error detection, such as no issuance of shares as consideration or an agreed amount that falls outside the eligible limits.
- Automatic generation of rollover forms (T2057, TP-518).
Fill out the fields in Optitax
Our intelligent form system displays only the necessary fields for filling out by activating and deactivating fields in real time based on the entered information. Therefore, you only need to enter the absolutely necessary fields
Immediately see the results
Once you have entered the information, within a few seconds, you will be able to see the result and make any necessary changes.
Download the generated nd filled CRA and Revenu Quebec PDFs
Optitax generates the rollover forms along with the results. The T2057 form will be automatically generated for you
Tool specifically built for Québec
Optitax is a Québec-based technologies comppany that develops a powerful software that does advanced tax calculations for accounting firms.
Available on all your devices
Optitax is available on all your devices: Windows, Mac OS, iPhone, Android et iPad!
Download the generated and filled CRA and Revenu Quebec PDFs
Optitax generates the rollover forms along with the results. The T2057 and TP-518 forms will be generated with the results calculated by Optitax.
