Troubleshooting
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 Taxprep for Trusts.
- 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\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 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\T3 Taxprep 2025\Filter and Diagnostics\.
Federal
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T32025-006 (Week of November 30, 2025) – Schedule 11 and Schedule 11A – For a taxation year ending in 2025, the tax rate for the first federal taxation bracket is incorrect
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T32025-003 (Week of March 30, 2025) – Schedule 1 – The amounts on lines 1100 and 1101 are incorrect when the taxation year of the trust begins after June 24, 2024, and capital gains received relate to dispositions realized before June 25, 2024
Québec
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T32025-005 (Week of August 10, 2025) – TP-776.42.F – Line 121 of Form TP-776.42.F is calculated with line 50 of the TP-646 return instead of line 50 of Form TP-776.42.F
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T32025-004 (Week of April 6, 2025) – Schedule A – The amounts on lines 213d, 213b, 213c, 1213b and/or 1213c may be incorrect when a capital gain entered on a slip relates to shares involved in a qualifying business transfer to an EOT
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T32025-002 (Week of March 23, 2025) – TP-776.42.F – The applicability of the alternative minimum tax to certain trusts in Québec is different from that in Schedule 12 of the federal T3 return
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T32025-001 (Week of March 16, 2025) – QC client letter – In English, the display of a sentence relating to the Québec trust income tax return is incorrect
Manitoba
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T32025-007 (Week of November 30, 2025) – The Government of Manitoba has abolished the family tax benefit for trusts in 2025, but this tax benefit is still calculated in the T3MB and T3MJ-MB forms