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Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the Professional Centre in your program or our Web site. To regularly receive information on the latest version of Personal Taxprep, make sure that you are subscribed to the enhanced edition of Taxprep e-Bulletin service. Consult the News and Product Support page of our Web site to check your Taxprep e-Bulletin service subscription. |
Release Notes
Modifications Made to Version 5.0
The modifications made to version 5.0 relate to tax rates and the addition of extra calculations.
The 2019 federal and provincial government tax rates which were known at the time of this release have been incorporated to help you forecast your clients’ tax situation for the next taxation year (with the Planner mode).
Federal
HBP - Home Buyers’ Plan Withdrawal (Jump Code: HBP)
In its March 19, 2019 budget, the federal government proposed to increase the HBP withdrawal limit to 35,000$ from 25,000$.
This increase in the HBP withdrawal limit will apply to the 2019 and subsequent calendar years in respect of withdrawals made after March 19, 2019.
This new measure has been integrated in the diagnostics of the current version of the program to consider this new limit based on the withdrawal date.
SC-ISP-3025/SC-ISP-3026 – Application or Renewal for the Guaranteed Income Supplement, or Statement of Income for the Allowance or Allowance for the Survivor (Jump Code: SC ISP 3025/SC ISP 3026)
In its March 19, 2019 budget, the federal government proposed to introduce legislation that would enhance the GIS earnings exemption beginning with the July 2020 to July 2021 benefit year. The enhancement would:
- Extend eligibility for the earnings exemption to self-employment income.
- Provide a full or partial exemption of up to $15,000 of annual employment and self-employment income for each GIS or Allowance recipient as well as their spouse, specifically by:
- Increasing the amount of the full exemption from $3,500 to $5,000 per year for each GIS or Allowance recipient as well as their spouse;
- Introducing a partial exemption of 50 per cent, to apply to up to $10,000 of annual employment and self-employment income beyond the initial $5,000 for each GIS or Allowance recipient as well as their spouse.
This new measure has been integrated in the current version of the program and will apply to client files for which an income tax return is filed early and the client files created using the Planner Mode.
Québec
CPP – QPP – First additional contribution
For the 2019 taxation year, the CPP and QPP rates have been increased by 0.15%.
CPP rate for 2019
- 5.10% (employer/employee)
- 10.20% (self-employed person)
QPP rate for 2019
- 5.55% (employer/employee)
- 11.10% (self-employed person)
The 0.15% increase (0.30% for self-employed persons) represents a new contribution designated as “first additional contribution” (for both CPP and QPP).
This “first additional contribution” gives rise (for employment income) to a deduction from employment income rather than a non-refundable tax credit.
Therefore, in Planner Mode, when an employment income and CPP/QPP contributions are entered in the T4 slip, a non-refundable tax credit will be calculated on line 308 of Schedule 1, and an income deduction (for the portion corresponding to 0.15% of CPP/QPP contributions on employment income) will be calculated on line 222 of the T1 return.
As the same rules apply for Québec, the income deductions for the first additional contribution will be calculated on line 248 of the TP1 income tax return.
Ontario
Low‐Income Individuals and Families Tax (LIFT) Credit
In the fall 2018 Ontario Economic Outlook and Fiscal Review, the Government of Ontario proposed a tax credit that would provide up to $850 of tax relief to many low‐income tax filers, that is the Low‐Income Individuals and Families Tax Credit. Taxpayers whose adjusted individual net income is more than $38,500 and families whose adjusted family net income is more than $68,500 will not get this tax relief. Because of a lack of information, this new measure has not been integrated in the current version of the program but will be integrated in version 1.0 of Personal Taxprep 2019.
Childcare Access and Relief from Expenses (CARE) tax credit
As announced in its 2019 Budget, the Government of Ontario is helping low- and moderate income families with their child care expenses by introducing the Ontario Childcare Access and Relief from Expenses (CARE) tax credit.
Because of a lack of information, this new measure has not been integrated in the current version of the program
British Columbia
PROV BEN – Provincial or Territorial Benefit Worksheet (Jump Code: PROV BEN)
In its 2019 Budget, the Government of British Columbia proposes to replace the British Columbia Early Childhood Tax Benefit with the British Columbia Child Opportunity Benefit. This new measure will come into effect in October 2020 and will be integrated into version 1.0 of Personal Taxprep 2019.
Manitoba
MB479 – Manitoba Credits (Jump Code: MB 479)
Effective for the 2019 tax year, the calculation of the Education Property Tax Credit will be based on school taxes and the $250 deductible will be eliminated. This modification will be integrated into version 1.0 of Personal Taxprep 2019.
Yukon
Yukon Government Carbon Price Rebate
The Yukon Government introduced a rebate plan, called the Yukon Carbon Price Rebate, to return money back, collected for purposes of the federal carbon levy, to Yukoners. Because of a lack of information, this new measure has not been integrated in the current version of the program.
Northwest Territories
Cost of living offset
In its 2019 Budget, the Government of Northwest Territories proposes to return carbon tax revenues to its residents under the form of an offset. The carbon tax will come into effect on July 1, 2019. This proposed measure has not been integrated to the current version of the program because of a lack of information.
Nova Scotia
Innovation Equity Tax Credit
The current Equity Tax Credit, which is calculated on Form T1285, provides a 35 per cent tax credit to individuals investing in eligible Nova Scotia businesses on a maximum annual investment of $50,000. This tax credit will be phased out as of December 31, 2019, and will be replaced by a more generous tax credit, the Innovation Equity Tax Credit, effective January 1, 2019. This new credit will be integrated into version 1.0 of Personal Taxprep 2019.
Venture Capital Tax Credit
Effective April 1, 2019, a Venture Capital Tax Credit will be available for individuals who invest in a Venture Capital Corporation or Fund. The tax credit rate will be 15 per cent. This new credit will be integrated into version 1.0 of Personal Taxprep 2019.
Newfoundland and Labrador
Search and Rescue Volunteer Tax Credit
Starting January 1, 2019, eligible search and rescue volunteers will be able to claim a $3,000 non refundable tax credit. This new credit will be integrated into version 1.0 of Personal Taxprep 2019.
Corrected Calculations
The following problem has been corrected in this release:
- TaxprepConnect Download – Proceeds of disposition multiplied by 0 in Schedule 3 as a result of the investment accounts transfer from the T5008 Slips Reconciliation form
About
Personal Taxprep 2018 v.5.0 contains the forms released by the Canada Revenue Agency (CRA) and Revenu Québec for the 2018 taxation year.
This version of Personal Taxprep was updated in order to integrate the most recent tax measures pursuant to the 2018 taxation year. This version is approved for:
- Paper filing;
- EFILE;
- Electronic filing of Form T1013;
- Electronic filing of Form T1135;
- Using the Auto-fill T1 return (AFR) service (TaxprepConnect functionality);
- The ReFILE service;
- The transmission of returns for taxpayers in multiple-jurisdiction situations;
- The PAD (Pre-authorized debit);
- The Express NOA (Notice of Assessment);
- Printing the 2D bar code (printed on the federal and Québec returns as well as on Form T1013);
- Electronic filing via NetFile Québec.
Training
To allow you to familiarize yourself with the new enhanced Personal Taxprep interface, a free live Webinar is available to you. To learn about the presentation dates and register for the session most convenient for you, go to Webinars > Session Calendar.
To consult the other training options available regarding Personal Taxprep (seminars, Webinars, tutorials and more), access the "Training" section of the Taxprep Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
Rolling Forward Preparer Profiles
Once your preparer profiles from last year are rolled forward to the current year, it is important to verify that the options defined with respect to the returns of your clients and to the electronic filing of data (EFILE) still correspond to your situation for the current season. For more information on the new options offered in the preparer profiles of the current version, please refer to the “Modifications Made to Forms” section.
TaxprepConnect for the 2018 tax season
Important dates
Federal
February 18, 2019 – The Auto-fill T1 return service will open. The CRA tax data has been available for download using TaxprepConnect since version 2.0 of Personal Taxprep 2018. This year, the list of information relating to income tax has been enhanced to include:
- The prior-year RRSP contributions history;
- The province of residence on December 31, 2017;
- A new indicator in the “Client Data Enquiry (CDE)” section indicating that a non-resident account is related to the taxpayer under Part XIII tax.
Québec
March 4, 2019 – The Tax Data Download service opened. The Revenu Québec tax data can be downloaded using TaxprepConnect commencing with version 3.0 of Personal Taxprep 2018. This year, the list of tax data made available for download by Revenu Québec has been enhanced to include all additional information boxes for RL-3, RL-16 and RL-25 slips.
Auto-fill T1 return – Downloading prior-year data
It will now be possible to download tax data from the previous three years (2015, 2016 and 2017). To download data of a given year, you will have to use the Personal Taxprep program of the year in question.
Note that only data on slips of prior years will be available; data that does not relate to a specific year, such as carried forward balances, will not be available.
Tax Data Download of Revenu Québec
For the 2018 taxation year, you will be able to download a taxpayer’s data without having to use a download code. To do so, a valid MR-69 form will have to be sent beforehand to Revenu Québec.
Note that you can still get a download code with Revenu Québec, as in the past, and use it to download a taxpayer’s tax data.
T3 Slips Reconciliation (Jump Code: CONNECT T3 REC)
Two new tables containing reconciled copies of the previous year now display in the form when the client file is rolled forward and reconciled copies were created in the previous year. This addition now allows the program to automatically group the downloaded T3 slips and/or RL-16 slips based on the previous-year aggregate, where applicable.
In addition, the number of downloaded T3 slips and
RL-16 slips aggregated in the reconciled copies of the previous year has also been added to allow for the comparison with the number of downloaded and aggregated T3 slips and RL-16 slips this year.
T5 – Statement of Investment Income (Jump Code: T5)
The field “Description of securities included” has been added to allow you to enter a brief description of the investments that are reported on the applicable T5 slips. This new field can be used to make it easier to identify the T5 slips from one year to the other, because the value in that field will be rolled forward and will not be overwritten during the TaxprepConnect download, the CCH Scan import or the Taxprep slips data import.
Modification related to CCH Scan and the Taxprep slips data import
T5013 – Statement of Partnership Income (Jump Code: T5013)
The field “Description of securities included” has been added to allow you to enter a brief description of the investments that are reported on the applicable T5013 slips. This new field can be used to make it easier to identify the T5013 slips from one year to the other, because the value in that field will be rolled forward and will not be overwritten during the CCH Scan import or the Taxprep slips data import.
Improve Your Productivity
ID – Identification and Other Client Information (Jump Code: ID)
Lines to enter the cellular number and the e-mail address for the spouse have been added to the “Spouse – Identification” section of the taxpayer’s Identification form. They were previously found in the spouse’s return only.
SCENARIOS (Jump Code: SCENARIOS)
Delete buttons have been added in the four tax scenarios worksheets (SCENARIOS, QSCENARIOS, CPLSCEN and QCPLSCEN). These buttons allow you to reset data of a scenario transferred in a column. The prior version did not allow for emptying a column in which data had been copied, but only to copy a new scenario again.
Information about EFILE
Transmission – Multiple jurisdictions
The returns of taxpayers in multiple-jurisdiction situations can be EFILED with version 3.0 of Personal Taxprep 2018.
T1013 – Authorizing or Cancelling a Representative (Jump Code: 1013)
Personal Taxprep is approved for electronic filing of the 2018 version of Form T1013 and for printing the related 2D bar code.
For more information on the electronic transmission of Form T1013, consult the Help.
Federal
Important dates
- February 18, 2019 – The EFILE On-Line transmission system opened.
- January 24, 2020 – The CRA will stop accepting electronically filed T1 returns.
Registration and Renewal On-line
To renew your EFILE privileges for this year’s tax season, you must follow the instructions provided on the "Renewal" page on the CRA Web site at http://www.efile.cra.gc.ca/l-rnwl-eng.html.
To register as a new electronic filer, you must register online by completing the EFILE Registration On-Line form on the CRA Web site at http://www.efile.cra.gc.ca/l-rgstr-eng.html.
You will find more information concerning renewals and new applications at http://www.efile.cra.gc.ca/.
In order to be able to electronically file Form T1013, you must meet the following two criteria:
- Have a valid EFILE number and password; and
- Be a registered representative (online access).
A registered representative is a person who is registered with the CRA’s Represent a Client service. To register with the service, go to http://www.cra.gc.ca/representatives.
Québec
Transmission of amended TP1 returns
Personal Taxprep 2018 v.3.0 allows for the electronic transmission of amended TP1 returns. Revenu Québec will be accepting amended TP1 returns as of March 11, 2019.
Important dates
- February 18, 2019 – The NetFile Québec system opened.
- February 18, 2019 – The Refund Info-line system opened.
- March 11, 2019 – The NetFile Québec system will open for the electronic transmission of amended TP1 returns.
- January 24, 2020 – The NetFile Québec system will shut down.
NetFile Québec
- Tax preparers must register for “My Account for professional representatives” (available in French only), a secure space on RQ’s Web site, if they have not already done so in the past.
Note that renewal is automatic for persons who registered for this space in the past. - Consult the page “À qui s'adresse Mon dossier” (available in French only) to see which profile applies to you and what actions you can perform online on behalf of a business or an individual.
Roll Forward
Rolling forward 2017 client files
Your 2017 client files must be rolled forward using the Roll Forward command on the File menu, or from the Client Manager, if you want to do a batch roll forward, before you can access them with this version.
Planner Files
You can import client files created in Planner Mode in version 2017.
Slips
The roll forward is performed only for copies of slips in which amounts were entered last year as well as for copies including balances to carry forward, or attached notes or schedules to roll forward.
Attached notes
The attached notes are rolled forward, except if this option is cleared in the roll forward data options.
Rolling Forward ProFile, DT Max and TaxCycle client files (competitor products)
Make sure that the workstation’s regional settings are set to “English (Canada or United-States)” before rolling forward.
Notes – Attached Notes Summary (Jump Code: ATTN)
Schedule – Attached Schedule with Total (Jump Code: ATTS)
When rolling forward client files, the attached notes or schedules attached to fields in the comparative summaries are retained.
Modifications Made to Version 4.1
For the list of modifications made to version 4.1 of Personal Taxprep 2018, consult the release notes of version 4.1.
Modifications Made to Version 4.0
For the list of modifications made to version 4.0 of Personal Taxprep 2018, consult the release notes of version 4.0.
Modifications Made to Version 3.2
For the list of modifications made to version 3.2 of Personal Taxprep 2018, consult the release notes of version 3.2.
Modifications Made to Version 3.1
For the list of modifications made to version 3.1 of Personal Taxprep 2018, consult the release notes of version 3.1.
Modifications Made to Version 3.0
For the list of modifications made to version 3.0 of Personal Taxprep 2018, consult the release notes of version 3.0.
Modifications Made to Version 2.0
For the list of modifications made to version 2.0 of Personal Taxprep 2018, consult the release notes of version 2.0.
Modifications Made to Version 1.0
For the list of modifications made to version 1.0 of Personal Taxprep 2018, consult the release notes of version 1.0.
Technical Information
Technical Changes
We are proud to present the many technical changes to the enhanced version of Personal Taxprep. We are convinced that you will be pleased with these changes.
Enhancements to the user interface
The following enhancements have been made to the interface to refine the display of the many Personal Taxprep views:
- A single toolbar: The Standard and Advanced toolbars have been merged into a single toolbar that is always displayed which content adjusts according to the view selected. This new toolbar also provides new buttons with a more intuitive design.
- Access to the views: The shortcut bar that was available on the left side of the main screen of Personal Taxprep was replaced by the
button. When you click this button, a menu displays to allows you to select the desired view. - Zoom: The tool allowing you to resize the form is now available in the right corner of the status bar.
To know how to use this tool, consult the page Customize Form Display.
The selected zoom factor will apply only to the forms. The Xpress tool and the diagnostics pane possess options allowing you to apply a zoom factor different from the one set for the display of forms. - AutoText: To facilitate the entry of data, which is sometimes repetitive, a list of AutoText suggestions in alphabetical order now displays from an alphanumeric field for which such list exists. Start entering an alphanumerical value and, if a list displays, click the value that you want to insert in the cell.
- TaxprepConnect status bar: The TaxprepConnect a status bar has been modified. The Download
button allows you to download a taxpayer's data, while the 
icon allows you to display Form CONNECT, TaxprepConnect Download (Jump Code: CONNECT), to review the downloaded data. In addition, you can place the cursor of your mouse on the icon to display the date of the last download performed for the active client file. For more information on TaxprepConnect, consult the page How to Download Tax Data with TaxprepConnect .
Standardized presentation of information in the views
In addition to the Client Manager, Form Manager, EFILE Log view and EFILE Archives view, the following views are also presented in tables:
- Print Formats view
- Preparer Profiles view
- Filters and Diagnostics view
- Letters and Labels view
- Rate Tables view
- Advanced Network view (available with the Advance Network version)
Therefore, the functionalities available in these views to display, order and filter the information are identical. The following enhancements have been made to certain of the functionalities:
- the search is performed from the search box or by using the Ctrl+F shortcut. For more information on this topic, consult the page Search Through Views.
- the grouping area located at the top of the view is no longer displayed at all times. To group the content of a view according to a column, click the Group
button, and drag the column header to the grouping area displayed. To ungroup , click the Ungroup
button. - the
filters available on the column headers now provide more criteria to allow you to quickly find the information you are searching for. As a result, in the Values tab, you can enter the text you are searching for in the list to find the one that you want to use as a search criterion. A second tab is also available to allow you to use advanced filter functions. For more information, consult the page Filter Based on the Content of One Column.
As mentioned above, the Print Formats, Letters and Labels and Filters and Diagnostics views are now presented in tables. In addition to taking advantage of the functionalities listed above, this new way of presenting information provides you with a way to order templates per template types, i.e. predefined or customized. As a result, the customized templates are displayed first in the view as they are the most frequently used templates.
Letter Editor: more editing tools available
The following have been enhanced in the Letter Editor used to define the content of letter templates. It also allows you to format and layout the letter.
- Tables: You can now add one or more tables in a letter template to display data on lines and in columns. For more information on tables, consult the page Add or delete a table.
- Review comments: You can now add comments to a letter template to enter any information, suggestion or question to be communicated to your colleagues responsible for updating or reviewing the letter template. For more information on review comments, consult the page Add, edit or delete comments.
- Formatting tools: For more information on the many tools provided in the Letter Editor consult the page About the Letter Editor.
Xpress and Diagnostics pane: easier-to-use tools
You can now float the Xpress tool panel or the diagnostics pane to move it. It can be moved to another screen to facilitate data entry in the main screen. To do so, in the toolbar, click the Xpress 
button or the Diagnostics
button, then click Float and move the panel to the other screen. Consult the video for a demonstration of the floating pane.
Options to resize the text, the zoom in 
and the zoom out 
have been added to the Xpress tool and the diagnostics pane. For more information on these options, consult the pages Customize the Xpress List Display and Customize Diagnostics Display.
In addition, as it is now possible to float the Xpress tool panel, the Browse toolbar has been removed from the Display/Toolbar menu.
Changes relating to diagnostics
As the information in the diagnostics pane is presented in a table, a grouping area located in the top portion of the pane, where you can group the content of the pane according to a column, is also available. To group content in the diagnostics pane according to a column (for example, the Type), click the Group button, then drag the column header to the displayed grouping area.
Diagnostics are ordered by group and each group is presented in a separate table. The name of the group as well as the number of diagnostics are indicated on tabs:
- The Take Action tab displays the diagnostics issued by Personal Taxprep on which no action has yet been taken.
- The Reviewed tab displays the diagnostics that were reviewed during a first
or second 
revision. - The Ignored tab displays the diagnostics that were ignored during a first or second revision.
Precisions relating to diagnostics
- An annotated diagnostic with the or indicators which is resolved remains in the Reviewed tab; however, the colour of the indicators displayed in the Annotation column is modified (
or 
). - The diagnostic indicator for a tax cell
is no longer displayed when the diagnostics issued for that cell are annotated and no other diagnostic applies to this cell. Therefore, the diagnostic(s) display before the return is printed.
Help tools: easier to access
online help centre
Personal Taxprep provides you with an online Help Centre containing tax and technical information pages that will answer your various questions and will help you efficiently use Personal Taxprep. When you consult the Help, the relevant help topic will display in your computer's default Web browser.
At any time you can use the search box located in the top right corner of the page to obtain information on a specific topic.
In addition to providing regularly updated tax and technical information, the Help Centre contains support information (such as troubleshooting memos and frequently asked questions) and provides useful links to the CRA and Revenu Québec Web sites and certain help centres of software programs integrated with Personal Taxprep.
Professional centre
The Professional Centre now displays in your computer's default Web browser. This allows you to consult the Professional Centre in another screen while continuing to work in Personal Taxprep. Make sure that you enter your CCH services username and password in the options and settings of Personal Taxprep to take advantage of the services available in the Professional Centre.
Folder location
The location of certain folders related to Personal Taxprep that were in the CCH folder is now in the Wolters Kluwer folder. As a result, during installation, Personal Taxprep will prompt you for a different location for the following:
- the Personal Taxprep installation folder,
- the database and the transmission files,
- the templates, and
- the data exported of Taxprep slips.
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Notes:
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Enhancements to the Advanced Network view (available in the Advanced Network version)
Like the Client Manager, the Form Manager and the various templates views, the Advanced Network view is now presented in a table. You can take advantage of the different functionalities available in those views to customize the display according to your requirements and perform searches.
The Advanced Network view is split into two portions that allow you to view, add, delete and define properties for the users and groups:
- The upper portion relates to user groups.
- The lower portion relates to users: by selecting a group in the upper portion of the view, the users associated with this group are displayed in this location.
Portion relating to user groups
You can use the different commands available in the toolbar to add, copy or define properties for the groups. You can also access the different server features using the following buttons in the toolbar:
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Click ... |
To ... |
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Retrieve the previous version configuration. For more information, consult the page Retrieve the Network Configuration (Advanced Network version) |
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Define server properties |
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Update the server |
The On-line and Off-line columns allow you to copy the profile rights of a group to the other group profile or another group profile using the Copy Profile command. The Off-line column indicates also whether or not the group has the rights required to work in off-line mode:
- the
icon indicates that the group has the rights required to work in off-line mode. - the
icon indicates that the group does not have the rights required to work in off-line mode.
To modify the rights to associate with a group, double-click the group for which you want to perform modifications. This way, you will have access to the Policies Editor to define the rights for the group profiles in off-line or on-line mode.
Note: The List of Users group allows you to view the list of all users in the lower portion of the view.
Portion relating to users
The bottom section allows you to view the users who are in the selected group. You can use the different commands available in the toolbar to:
- add a user;
- delete a user; or
- set user properties.
Advanced settings
Development toolkit
The guide Taxprep Development Toolkit Instructions and Excel file Taxprep T1 Development Toolkit Demo are only available in the online Help Centre.
In addition, the following functions have been renamed:
- ITaxprepReturn becomes IT120YYTaxprepReturn
- ITaxprepCell becomes IT120YYTaxprepCell
- Object becomes Taxprep20YYT1Return
To review the guide or to download the Excel file, consult the Taxprep Development Toolkit.
Silent Installation
You can now install Personal Taxprep silently using the Windows command prompt. For more information on the silent installation, consult the page Silent Installation.
Software integrations
Integration with CCH Scan
The enhancements below have been made to the CCH Scan pane:
- the list of bookmarks in the PDF file has been replaced by the Thumbnails and Bookmarks tabs.
- the Thumbnails tab allows you to display each page of the PDF file in miniature size;
- the Bookmarks allows you to display the list of bookmarks previously created in a PDF file.
- to add or search for a PDF file when no PDF file is attached to the return, you must now click the list Add or Select a PDF, then Modify or Search.
- In the list of files attached to the CCH Scan pane, and icon prompts you when an attached PDF is password-protected:
- the
icon indicates that the file is password-protected and locked. When you select a locked PDF file from the drop-down list of the CCH Scan pane, you must enter the password for that file to unlock it. You must enter the password each time you open Personal Taxprep - the
icon indicates that the PDF file is password-protected and unlocked. You do not need to enter the password to open the PDF file.
- the
other integrations
- Integration with the CCH Accountants' Suite: Integrations with the CCH Document On-Premise and CCH Scan programs are available with Personal Taxprep.
- Integration with Taxprep Forms: The command Create a Taxprep Forms file, which allows you to create a Taxprep Forms client file including data from the Identification form, is currently not available in Personal Taxprep. The integration will be available as soon as the enhanced version of Taxprep Forms is released.
Modifications in the options and settings
The Apply button has been removed from the Options and settings dialog box. You must now make your modifications in the different panels and click the OK button.
The option to select the paper orientation when printing labels has been removed from the Labels/Format panel.
Transmitting T1013 Forms
The Transmission and Reception Results dialog box, which displayed after the transmission of a T1013 form, has been removed. The transmission results of a T1013 form is now in the EFILE Transmission Results dialog box just as the result of a T1, TP1, T1135 and PAD transmission.
Where to Find Help
If you have any questions regarding the installation or use of the program, there are several options for getting help. Access the Professional Centre for tips and useful information on how to use the program. If you are in the program and need help, press F1 to get help on a specific topic.
Videos available in the Professional Centre and on our Web site!
To learn more about Taxprep or to become familiar with the different features, consult the videos available in the Professional Centre or at www.taxprep.com.
To view a tutorial, access the "Tutorials" section in the Professional Centre, or visit the Taxprep Web site and, in the Support menu, select your product, then click the 2018 tax year. Videos are displayed under the Tutorials link. Simple as that!
Taxprep e-Bulletin
For your convenience, you are automatically subscribed to the enhanced edition of the Taxprep e-Bulletin, a free e-mail service that ensures you receive up-to-date information about the latest version of Personal Taxprep. If you want to review your subscription to Taxprep e-Bulletin, visit www.taxprep.com. In the Support menu, select Taxprep e-Bulletin. Click on My e-Bulletin in the “Taxprep e-Bulletin” section. You can also send an e-mail to cservice@wolterskluwer.com to indicate the products for which you wish to receive general information or information on our CCH software (Personal Taxprep, Corporate Taxprep, Taxprep for Trusts, Taxprep Forms or CCH Accountants’ Suite).