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 Taxprep for Trusts.
- 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\T3 Taxprep 2025\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\T3 Taxprep 2025\Filter and Diagnostics\.
General
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FT32025-002 (January 2026) – Release of version 2026 1.0 of Taxprep for Trusts and CCH iFirm Taxprep T3
Federal
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FT32025-001 (November 2025) – Electronic transmission of the slips and the T5013 return – Annual CRA system update period for electronic filing applications
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FT32024-002 (November 2024) – Increase in capital gains inclusion rate from one half to two thirds
- FT32023-004 (December 2023) - Relief for penalties for bare trusts
- FT32023-003 (November 2023) - T3 Schedule 15, Beneficial Ownership Information of a Trust
- FT32023-001 (February 2023) - Error EF001133 related to the electronic signature of Form T183 when efiling a return
- FT32022-003 (May 2022) - Allocation of Losses under Subsection 75(2)
- FT32022-001 (February 2022) - T3 EFILE
- FT32021-001 (March 2021) - Change of certain trust codes in the 2020 T4013 Guide
- FT32018-001 (March 2018) - Applying investment counsel fees paid against the capital gain under paragraph 20(1)(bb) ITA
Québec
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FT32023-002 (October 2023) - 2023 Québec Tax Rate
- FT32019-001 (January 2019) - Additional capital cost allowance of 30% - Creation of a separate class in Québec
- FT32019-002 (March 2019) - Changes at Revenu Québec: Request your Représentant PRO + accreditation without being a member of a professional order
Electronic Transmission
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FT32022-002 (March 2022) - Transmitting a Business Consent (authorization) request for a sole proprietor, a partnership or a trust
Electronic Signature
- FT32022-004 (July 2022) - Electronic signatures accepted by Revenu Québec
Installation
- FT32025-002 (December 2025) - Error when installing Taxprep/Cantax FormMaster