Troubleshooting - Personal Taxprep - 2024
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.
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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 2024\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 2024\Filter and Diagnostics\.
Federal
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T12024-011 (Week of April 20, 2025) - T691 – Alternative minimum tax – Line 3 of Part 3 and line 10 of Part 6 are not calculated when the federal surtax is calculated on Form T2203
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T12024-009 (Week of April 13, 2025) - Incorrect calculation of the CCA claimed when acquiring DIEP in a short taxation year
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T12024-006 (Week of March 30, 2025) - T3 slip – Incorrect calculation in Schedule 3 when an amount is entered in boxes 30 and 52 of the T3 slip
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T12024-001 (Week of December 22, 2024) - T2042 AUTO - Column Vehicle no. 2 (second column) - The presence of an acquisition date prior to January 1, 2024, causes a roll forward error and a crash when it is entered
Québec
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T12024-010 (Week of April 20, 2025) - Québec – TP-772 – Alternative minimum tax – Calculation error on line Federal foreign tax credit claimed
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T12024-008 (Week of April 13, 2025) - Québec – TP-59/TP-78 AUTO – CCA class 10.1 – Incorrect CCA calculations
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T12024-007 (Week of April 6, 2025) - Québec – TP-776.42 – Alternative minimum tax – The amount on line 16 is not considered in the total of line 200
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T12024-005 (Week of March 23, 2025) - Québec – TP-274 – Lines 40 and 41 do not calculate when the designation covers all years
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T12024-004 (Week of March 16, 2025) - Québec – CCA class 14.1 – Incorrect calculations with respect to the UCC adjustment for AIIPs and ZEVs (line 14)
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T12024-003 (Week of March 9, 2025) - Québec – CCA classes 44 and 50 – Incorrect calculations with respect to immediate expensing
TaxprepConnect
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T12024-002 (Week of March 2, 2025) - TaxprepConnect – T3 slips reconciliation – Amount from box 50 is not transferred correctly to the return