Frequently Asked Questions
Client filter and customized diagnostic templates
To assist you in identifying clients that could be affected by the described subjects, a downloadable client filter and customized diagnostic template is associated with certain questions. These templates allow you to display a diagnostic in the returns that have tax situations that were the subject of an FAQ and provide access to a list of clients affected by the problems described.
Installing the client filter and diagnostic template
To find the predefined folder for customized client filters or diagnostics, proceed as follows:
- Launch Personal Taxprep.
- On the Tools menu, click Options and Settings.
- Under Options, click File Location.
- Verify the predefined location for the filters and diagnostics. After the installation, the default location is usually the following: My Documents\Wolters Kluwer\T1 Taxprep 2023\Filter and Diagnostics\.
- Copy the downloaded file to this location.
The client filter will be available in the Client Manager, while the diagnostic will display in the relevant returns.
Note: If you must download a client filter and diagnostic template, you can do so from the link in the section of a question. To download all templates in a single operation, click the Download all templates button, then copy all zipped files into the folder My Documents\Wolters Kluwer\T1 Taxprep 2023\Filter and Diagnostics\.
Federal
- FT12023-002 (February 2024) - Express NOA T1 2023 download service not available
- FT12017-002 (March 2018) - Filing of Forms T2091 (Jump Code: 2091), T1255 (Jump Code: 1255) and TP-274 (Jump Code: Q274)
- FT12014-003 (February 2015) - Help with EFILE error codes
- FT12014-001 (February 2012 and updated in March 2018) - The CRA Represent a Client service
Québec
- FT12022-003 (April 2023) - Filing Forms TP-130.AD and TP-130.EN
- FT12021-003 (June 2022) - Masking social insurance numbers (SINs) on printed documents filed with Revenu Québec is forbidden
- FT12018-001 (March 2019) - Request your Représentant PRO + accreditation without being a member of a professional order
Electronic transmission
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FT12021-001 (March 2022) - Transmitting a Business Consent (authorization) request for a sole proprietor, a partnership or a trust
InfoConnect
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FT12014-002 (February 2015) - InfoConnect functionality
TaxprepConnect
- FT12015-002 (March 2016) - TaxprepConnect Download – Associating slips downloaded from the CRA and RQ
Electronic Signature
- FT12021-004 (July 2022) - Electronic signatures accepted by Revenu Québec
- FT12020-002 (March 2021) - Electronic signature
Attached Files
- FT12022-001 (January 2023) - The icon for attaching files does not appear in the ''Attached Files'' dialog box
Properties
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FT12023-001 (January 2024) New advanced option: Validate system.software.dat file integrity at startup and repair
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FT12022-002 (February 2023) – The "Next", "Cancel" or "Save" buttons do not appear in the "Properties" window