Troubleshooting - Personal Taxprep - 2018
Client filter and customized diagnostic templates
To assist you in identifying clients that could be affected by the described problems, a downloadable client filter and customized diagnostic template is associated with most troubleshooting memos. These templates allow you to display a diagnostic in the returns that have tax situations that were the subject of a Troubleshooting Memo 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 Locations.
-
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 2018\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 problem. 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 2018\Filter and Diagnostics\.
Federal
- T12018-006 (week of March 24, 2019) - T2038 WS – Prior years - 2016 balance not rolled forward
- T12018-010 (Week of April 21, 2019) - Multiple jurisdiction – Tax on split income calculation – Residents of a province or territory outside Québec
- T12018-011 (Week of April 21, 2019) - Multiple jurisdictions – Calculation of the amounts transferred from the spouse or common-law common-law partner – Spouse or common-law partner with split income
-
T12018-014 (Week of July 21, 2019) - T1229 - April 10, 2019, update
Québec
- T12018-002 (Week of March 10, 2019) - Tax shield calculation
- T12018-004 (Week of March 24, 2019) - RénoVert Tax Credit – The balance is not rolled forward if this credit claimed in 2016 was less than the maximum amount of $10,000 per dwelling and if no credit was claimed for this dwelling in 2017
- T12018-005 (Week of March 24, 2019) - RénoVert Tax Credit – The amount paid in 2016 is rolled forward into field 36, “Amount paid in 2018” of Form TP-1029.RV
- T12018-007 (Week of April 14, 2019) - The transfer of the RénoVert Tax Credit (Form TP-1029.RV) between spouses is not retained in certain situations
- T12018-008 (Week of April 14, 2019) - The split of the RénoVert Tax Credit (Form TP-1029.RV) between spouses is not retained in certain situations
- T12018-013 (Week of April 21, 2019) - Multiple jurisdiction – Tax on split income calculation – Québec
Ontario
- T12018-009 (Week of April, 14 2019) - Calculation of Ontario tax on pension income slip – Multiple jurisdictions
TaxprepConnect Download
- T12018-003 (Week of March 10, 2019) - Problem downloading the year and the amount in box O of the RL-5 slip
- T12018-012 (Week of April 14, 2019) - 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