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T5013 Split

#1 User is offline   The Skuj Icon

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Posted 15 April 2008 - 03:07 PM

This slip is excruciatingly painful to split manually... why not include the spousal splits as on most entry forms?
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#2 User is offline   dunner Icon

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Posted 15 April 2008 - 03:18 PM

Couldn't agree more; I have a client who's a stockbroker and he must have fifteen of these all split with his wife. I think last year I entered one-half of all on his and then did a Copy Form which made things much simpler.
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#3 User is offline   ChrisG Icon

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Posted 15 April 2008 - 03:41 PM

View Postdunner, on Apr 15 2008, 09:18 AM, said:

Couldn't agree more; I have a client who's a stockbroker and he must have fifteen of these all split with his wife. I think last year I entered one-half of all on his and then did a Copy Form which made things much simpler.


I have been asking for this for a while. But one word of caution. A couple of years I had a reassessment and the CRA disallowed the splitting of Saskatchewan credits on a 5013 flowthrough.
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#4 User is offline   JohnV Icon

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Posted 15 April 2008 - 11:01 PM

FYI, I set up a spreadsheet for my client's investments....especially where income is split

These T5015s, especially 15 of them, are far simpler summarized and entered. Box numbers down the collumn, each slip gets a collumn...as does the total and split amount

File the slips and the summary, and presto...done

No experience with splitting Sask credits though....
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