Release Notes
End of support for Windows 7 and Windows Server 2008 R2 SP1
As we have been announcing since November 2018 in several documents (Installation Procedures and texts on the Web sites), as well as in the e-mails sent on September 3 and December 3, 2019, our software applications ended support of Windows 7 and Windows Server 2008 R2 SP1 in November 2019.
For more information, consult our Knowledge Base article End of support for Windows 7 and Windows Server 2008 R2 SP1.
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About
This version contains most of the forms released by the Canada Revenue Agency (CRA) and Revenu Québec (RQ) for the 2019 taxation year. These forms were approved by the tax authorities and allow you to file income tax returns for taxpayers who do not require the forms listed in the “Calculations and Forms Not Available or Under Review” section.
This version of Personal Taxprep was updated in order to integrate the most recent tax measures pursuant to the 2019 taxation year. This version is approved for:
- Paper filing;
- EFILE;
- Electronic filing of Form AUTHORIZATION;
- Electronic filing of Form T1135;
- Using the Auto-fill T1 return (AFR) service (TaxprepConnect functionality);
- The ReFILE service;
- The PAD (Pre-authorized debit);
- The Express NOA (Notice of Assessment);
- Printing the 2D bar code on the federal and Québec returns;
- Electronic filing via NetFile Québec.
Training
To allow you to familiarize yourself with the new enhanced Taxprep interface, the Taxprep – New User interface free live Webinar is available to you. To learn about the presentation dates and register for the session most convenient for you, consult the training sessions calendar.
To consult the other training options available regarding Personal Taxprep (seminars, Webinars, tutorials and more), access the "Training" section of the Taxprep Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
Rolling Forward Preparer Profiles
Once your preparer profiles from last year are rolled forward to the current year, it is important to verify that the options defined with respect to the returns of your clients and to the electronic filing of data (EFILE) still correspond to your situation for the current season. For more information on the new options offered in the preparer profiles of the current version, please refer to the “Modifications Made to Forms” section.
TaxprepConnect for the 2019 tax season
Important dates
Federal
February 10, 2020 – The Auto-fill T1 return service will open. The CRA tax data can be downloaded using TaxprepConnect commencing with version 2.0 of Personal Taxprep 2019. This year, the list of information relating to income tax will be enhanced to include the T2202 slips.
Québec
March 2, 2020 – The Tax Data Download service will open. The Revenu Québec tax data can be downloaded using TaxprepConnect commencing with version 3.0 of Personal Taxprep 2019.
Auto-fill T1 return – Downloading prior-year data
You can download tax data from the previous three years (2016, 2017 and 2018). To download data of a given year, you will have to use the Personal Taxprep program of the year in question. Ensure that your EFILE password is updated.
Note that only data on slips of prior years will be available; data that does not relate to a specific year, such as carried forward balances, will not be available.
Tax Data Download of Revenu Québec
You will now be able to download prior-year tax data (2018). To download data for 2018, you must use Personal Taxprep 2018 and have a valid Form MR-69 with Revenu Québec.
Since the 2018 taxation year, tax preparers have been able to download a taxpayer’s data without having to use a download code. To do so, a valid MR-69 form will have to be sent beforehand to Revenu Québec.
Note that you can still get a download code with Revenu Québec, as in the past, and use it to download a taxpayer’s tax data, but for the current year only.
T3 Slips Reconciliation (Jump Code: CONNECT T3 REC)
You can now modify the content of a reconciled copy already transferred to the TaxprepConnect Download form.
TaxprepConnect Download (Jump Code: CONNECT)
To facilitate the matching of the downloaded T5 slips, RL-3 slips and copies of the T5 form in the return, boxes 15 and 16 of the T5 slip as well as the equivalent boxes F and G of the RL-3 slip were added to the TaxprepConnect Download form. In addition, the matching of T5 slips with RL-3 slips, which is done automatically by the program, has been enhanced.
What’s New?
Federal
New numbering of federal lines
This year, the CRA made an important change relating to the numbering of federal lines. Most lines were renumbered to adopt 5-digit numbers. For example, in the T1 return, line 101 becomes line 10100. Generally, this change consists in adding 00 at the end of the existing number, but certain line numbers completely changed. The update of the line numbers in forms, diagnostics and the program Help began in version 1 and will continue in the next versions.
Jump code – Modification made to the lines in the federal return
The letter J has been removed from the jump codes on the lines of the federal return. For example, Jump Code J115 is now 11500. be aware that you can always use the search field (or press Ctrl+F) from the Form Manager to facilitate your search for forms.
Modifications Made to Forms
Federal
CLE letter and Form T183 – Changes to the customized letters
The paragraph related to Form T183 was updated in version 2 of the program. The following modifications were made:
- The signature line: reference to Part D was replaced by Part G;
- The pre-authorized debit: reference to Part G was replaced by Part C.
If you are using customized letters, make sure to apply these modifications.
Preparer Profile
CLIENT LETTER tab
The option include the paragraph relating to the training amount limit of the Canada training credit was added to point 6, Regular letter options, in the Client letter information section. This option allows you to include a new paragraph in the letters to indicate the amount of training expenses for 2020. Note that the amount limit will also be communicated by the CRA on the Notice of Assessment.
T3 – Statement of Trust Income (Jump Code: T3)
A new box 26 was added to enter the income of a member of a communal organization. Because this type of income should be transferred to a T2042, T2121 or T2125 statement, select, in the T3 slip, the statement to which the income should be transferred.
Schedule 3 – Summary of Dispositions – Capital Gains (or Losses) (Jump Code: 3)
Line 50410 was added to enter taxable capital gains at the inclusion rate of 100% on disposition of an interest in a partnership under subsection 100(1). If an amount is entered on this line, it will be added to line 19900.
T1139 – Alternative method – Death of a partner or proprietor (Jump Code: 1139)
In the case of a death that occurred after the end of the fiscal period of the business, if a partner or a proprietor had already chosen an accounting period not ending on December 31, the taxpayer's legal representative can elect to prepare an optional income tax and benefit return.
As a result, the legal representative is required to complete two sets of returns and Forms T1139 for 2019:
- The final income tax and benefit return and a T1139 form to report business income, as well as all other income, for the regular fiscal period.
- The optional income tax and benefit return and a T1139 form to report business income from the short fiscal period, i.e., the period that starts immediately after the end of the regular fiscal period and ends on the date of death of the partner or proprietor.
A section has been added to the T1139 form to calculate both the additional income to report on the final income tax and benefit return and the income to be taxed in the optional return when the election has been made to prepare an optional income tax and benefit return for the short fiscal period.
In addition, modifications were made to the Income calculation on a calendar-year basis (alternative method) section of statements T2042, T2125, T2121, T1163 and T1273 in order to reflect the changes made to Form T1139.
Deceased, Income Tax Return for Deceased Persons (Jump Code: DECEASED)
The Canada workers benefit (CWB), calculated in Schedule 6, can be claimed for a taxpayer who died in the year, but only if the death occurred after June 30. The CWB is then claimed on line 45300 in the final return but the calculations in Schedule 6 must take into account the working income, the tax-exempt working income and the adjusted family net income entered in the income tax returns prepared for this taxpayer for the year.
Boxes were added to the Deceased form to enter the following income from optional returns that must be taken into account in the CWB calculation:
- Working income for purposes of calculating the Canada workers benefit (Schedule 6, total of lines 3, 4 and 5)
- Tax-exempt income for emergency services volunteers (T1, line 10105).
Québec
TP-1029.SA, Senior Assistance Tax Credit (Jump Code: Q1029.SA)
Because Form TP-1029.SA must now be signed by both members of the couple when they split the senior assistance tax credit, we added Form TP-1029.SA EFILE, Senior Assistance Tax Credit, which is only visible in the print formats. This new form is identical to the regular TP 1029.SA form but is only applicable when the credit is split between spouses.
Form TP-1029.SA EFILE is only used in the EFILE print format, in which it was configured in If Applicable mode. This way, a copy to be signed and kept on file of Form TP-1029.SA prints with the EFILE print format only when the credit is split between spouses.
If you created customized print formats in version 1.0 using the EFILE print format, it is important to configure Form TP-1029.SA EFILE in If Applicable mode in those print formats.
British Columbia
Provincial Benefits - British Columbia Early Childhood Tax Benefit and Child Opportunity Benefit (Jump Code: PROVBEN)
Effective October 1, 2020, the current child benefit in British Columbia, i.e. the BC Early Childhood Tax Benefit, will be replaced with a new B.C. Child Opportunity Benefit (BCCOB) to provide an enhanced monthly benefit to parents of children under the age of 18.
From July to September 2020, the existing B.C Early Childhood Tax Benefit will continue to be paid out monthly. For October 2020 to June 2021, families may be eligible to receive 1/12 of the annual benefit each month.
The B.C. Child Opportunity Benefit provides a tax-free monthly payment to families with children under the age of 18.
The maximum B.C. Child Opportunity Benefit is:
- $1,600 for a family’s first child;
- $1,000 for a second child;
- $800 for each subsequent child under the age of 18.
If the family net income is more than $25,000 but less than $80,000, the B.C. Child Opportunity Benefit is reduced by 4% of the portion of family net income over $25,000. However, the B.C. Child Opportunity Benefit for a family with family net income between $25,000 and $80,000 is not less than:
- $700 for the first child;
- $680 for the second child;
- $660 for each subsequent child under the age of 18.
For families with a family net income of $80,000 or more, the remaining B.C. Child Opportunity Benefit is reduced by 4% of the portion of family net income over $80,000 until it is reduced to zero.
New Brunswick
Schedule 14 – Removal of the climate action incentive for residents of New Brunswick and amount changes for Ontario, Manitoba and Saskatchewan residents
The Canada Revenue Agency (CRA) announced that the federal fuel charge will no longer apply to New Brunswick, as the province will introduce its own carbon pricing starting in April 2020. As a result, Schedule 14 is no longer applicable for this province. The CRA also modified the amounts used to calculate the climate action incentive amount for Ontario, Manitoba and Saskatchewan residents.
For more details, consult Troubleshooting T12019-001.
Northwest Territories
GSTC, Goods and Services Tax Credit (Jump Code: GSTC) - Northwest Territories Cost of Living Offset
The Northwest Territories (NWT) Cost of Living Offset (COLO) is a tax-free benefit paid to individuals and families living in the NWT to help offset the cost of the territorial carbon tax that became effective September 1, 2019. During the first year of the carbon tax (2019-2020), NWT residents will receive the annual COLO benefit in two equal payments: the first issued in October 2019 and the second in April 2020.
Starting in July 2020, the annual COLO benefit will be paid in equal payments and issued quarterly: July, October, January and April.
The amounts allocated for this tax credit for 2020-2021 will be:
- $104 for an individual;
- $104 for the spouse or common-law partner (or qualified dependant);
- $120 per child.
The COLO benefit is not based on family income.
Yukon
GSTC, Goods and Services Tax Credit (Jump Code: GSTC) - Yukon Government Carbon Price Rebate
A new individual carbon price rebate has been introduced by the Government of Yukon to offset the cost of carbon. The first payment for individuals was made in October 2019, and the second payment will be made in April 2020.
From July 2020, rebates will be paid in four equal payments and issued quarterly: July, October, January and April and include a remote supplement for individuals living in remote areas.
The amounts allocated for this tax credit for 2020-2021 will be:
- $192 for an individual;
- $192 for the spouse or common-law partner (or qualified dependant);
- $192 per child.
This benefit is not based on family income.
Yukoners who resided outside Whitehorse may also qualify for a 10% remote supplement and can confirm this information by selecting check box 63790 in the new Schedule YT(S14), Yukon Government Carbon Price Rebate (Jump Code: YT S14). The program automatically selects the box when the taxpayer’s city of residence is not Whitehorse in the address indicated on the Identification form.
Forms Removed
Federal
RC59 - Business consent for offline access
RC59X – Cancel business consent or delegated authority
Information about EFILE
The EFILE diagnostic E132 has been removed. Therefore, entering an EFILE password in the settings is no longer required to set a return eligible for EFILE. Entering the password in the settings will only be required at the time of transmission.
AUTHORIZATION – Authorizing or Cancelling a Representative (formerly T1013) (Jump Code: AUTHORIZATION)
Important changes to the CRA authorization process for representatives
Commencing in mid-February, Form T1013 giving online access will be discontinued by the CRA.
Although the electronic service for authorization requests will still be available in the program as in the past, the CRA no longer wants personal income tax programs to allow printing of Form T1013.
Note that the 1013 jump code has been replaced by AUTHORIZATION in the Form Manager and in the entire program, for example, in the Transmission menu, EFILE Log, EFILE status, etc.
As a replacement to Form T1013, a new signature page generated by the program using data available in the AUTHORIZATION form must now be printed.
As with prior-year T1013 forms, this new signature page must be duly completed and signed by the client prior to transmission and kept on file by the preparer for a 6-year period.
To verify that the taxpayer did give consent, the CRA may ask you to provide them with copies of the duly completed and signed signature pages. However, you are not required to file the hard copy of the signature page if the CRA has not requested it.
As mentioned above, the CRA no longer allows the printing of Form T1013 from a personal income tax program. Around mid-February, the CRA will make available on its Web site the new combined Form AUT-01 that only grants off-line access. This new form will group three authorization forms, i.e. Forms T1013, RC59 and NR95. Therefore, if you want to file a hard copy of the combined Form AUT-01, you can use our Taxprep Forms program, or get the new printable version of the form from the CRA and complete it manually. Note that this new printable version of Form AUT-01 can only be used to ask for off-line access that will grant the right to contact the CRA by phone, letter or in person. No online access can be granted through this printable version.
Remember that online access is required to use certain of the CRA services, for example, Auto-fill my return (TaxprepConnect) and Express Notice of Assessment. For that reason, we do not recommend that you use this new version of Form AUT-01 with off-line access.
Important
It will be very important not to file a hard copy of the new Form AUT-01 to the CRA by mail, fax or by downloading a scanned document if you are already authorized by your client.
Any new Forms AUT-01 received in the mail, by fax or download will be treated as a new request for off-line access, which will cancel any online access requests already processed.
In case of death
Existing authorization for individuals (those already in the CRA system) will no longer be cancelled on the taxpayer’s date of death. This way, no new authorization request will have to be made to authorize once more the same representative after the date of death. This new feature will be applicable as of mid-February, which means that if the taxpayer’s date of death is after mid-February 2020 your existing authorization will not be cancelled.
Form RC-59
Commencing mid-February, the current printable Form RC-59 will also be discontinued by the CRA. It will be combined with the new printable Form AUT-01 only giving off-line access. As mentioned above, this new version of Form T1013 will not be printable from a personal income tax program. As a result, none of the forms equivalent to former Form RC-59 will be available in Personal Taxprep 2019.
Federal
Important dates
- February 24, 2020 The EFILE On-Line transmission system will open.
- January 15, 2021 The CRA will stop accepting electronically filed T1 returns.
Registration and Renewal On-line
To renew your EFILE privileges for this year’s tax season, you must follow the instructions provided on the "Renewal" page on the CRA Web site at http://www.efile.cra.gc.ca/l-rnwl-eng.html.
To register as a new electronic filer, you must register online by completing the EFILE Registration On-Line form on the CRA Web site at http://www.efile.cra.gc.ca/l-rgstr-eng.html.
You will find more information concerning renewals and new applications at http://www.efile.cra.gc.ca/.
In order to be able to electronically file Form AUTHORIZATION (formerly Form T1013), you must meet the following two criteria:
- Have a valid EFILE number and password; and
- Be a registered representative (online access).
A registered representative is a person who is registered with the CRA’s Represent a Client service. To register with the service, go to http://www.cra.gc.ca/representatives.
Québec
Important dates
- February 24, 2020 – The NetFile Québec system will open.
- February 24, 2020 – The Refund Info-line system will open.
- January 15, 2021 – The NetFile Québec system will shut down.
NetFile Québec
- Tax preparers must register for “My Account for professional representatives” (available in French only), a secure space on RQ’s Web site, if they have not already done so in the past.
Note that renewal is automatic for persons who registered for this space in the past. - Consult the page “À qui s'adresse Mon dossier” (available in French only) to see which profile applies to you and what actions you can perform online on behalf of a business or an individual.
Roll Forward
Rolling forward 2018 client files
Your 2018 client files must be rolled forward using the Roll Forward command on the File menu, or from the Client Manager, if you want to do a batch roll forward, before you can access them with this version.
Planner Files
You can import client files created in Planner Mode in version 2018.
Slips
The roll forward is performed only for copies of slips in which amounts were entered last year as well as for copies including balances to carry forward, or attached notes or schedules to roll forward.
Attached notes
The attached notes are rolled forward, except if this option is cleared in the roll forward data options.
Rolling Forward ProFile, DT Max and TaxCycle client files (competitor products)
Make sure that the workstation’s regional settings are set to “English (Canada or United-States)” before rolling forward.
Notes – Attached Notes Summary (Jump Code: ATTN)
Schedule – Attached Schedule with Total (Jump Code: ATTS)
When rolling forward client files, the attached notes or schedules attached to fields in the comparative summaries are retained.
Calculations and Forms Not Available or Under Review
Forms Under Review
You can access the forms under review from the Form Manager. Although these forms are functional, they have not yet been updated for 2019. The following forms are presently under review for one of the following reasons: either the CRA has not yet released the final version, or we have received the form too late to integrate it.
The following form groups are under review:
- Forms relating to mining exploration, resources and RS&ED tax credits
- Forms relating to provincial and territorial taxes for multiple jurisdictions situations
-
TP-766.3.4 – Income Tax on Split Income
- T5013 – Statement of Partnership Income
Modifications Made to Version 1.0
For the list of modifications made to version 1.0 of Personal Taxprep 2019, consult the Release Notes of version 1.0.
Technical Information
Technical Changes
We are proud to present the many technical changes to the enhanced version of Personal Taxprep. We are convinced that you will be pleased with these changes.
Enhancements to the user interface
The following enhancements have been made to the interface to refine the display of the many Personal Taxprep views:
- A single toolbar: The Standard and Advanced toolbars have been merged into a single toolbar that is always displayed which content adjusts according to the view selected. This new toolbar also provides new buttons with a more intuitive design.
- Access to the views: The shortcut bar that was available on the left side of the main screen of Personal Taxprep was replaced by the
button. When you click this button, a menu displays to allows you to select the desired view. - Zoom: The tool allowing you to resize the form is now available in the right corner of the status bar.
To know how to use this tool, consult the page Customize Form Display.
The selected zoom factor will apply only to the forms. The Xpress tool and the diagnostics pane possess options allowing you to apply a zoom factor different from the one set for the display of forms. - AutoText: To facilitate the entry of data, which is sometimes repetitive, a list of AutoText suggestions in alphabetical order now displays from an alphanumeric field for which such list exists. Start entering an alphanumerical value and, when a list displays, click the value that you want to insert in the cell.
- TaxprepConnect status bar: The TaxprepConnect a status bar has been modified. The Download
button allows you to download a taxpayer's data, while the 
icon allows you to display Form CONNECT, TaxprepConnect Download (Jump Code: CONNECT), to review the downloaded data. In addition, you can place the cursor of your mouse on the icon to display the date of the last download performed for the active client file. For more information on TaxprepConnect, consult the page How to Download Tax Data with TaxprepConnect .
Standardized presentation of information in the views
In addition to the Client Manager, Form Manager, EFILE Log view and EFILE Archives view, the following views are also presented in tables:
- Print Formats view
- Preparer Profiles view
- Filters and Diagnostics view
- Letters and Labels view
- Rate Tables view
- Advanced Network view (available with the Advance Network version)
Therefore, the functionalities available in these views to display, order and filter the information are identical. The following enhancements have been made to certain of the functionalities:
- the search is performed from the search box or by using the Ctrl+F shortcut. For more information on this topic, consult the page Search Through Views.
- the grouping area located at the top of the view is no longer displayed at all times. To group the content of a view according to a column, click the Group
button, and drag the column header to the grouping area displayed. To ungroup , click the Ungroup
button. - the
filters available on the column headers now provide more criteria to allow you to quickly find the information you are searching for. As a result, in the Values tab, you can enter the text you are searching for in the list to find the one that you want to use as a search criterion. A second tab is also available to allow you to use advanced filter functions. For more information, consult the page Filter Based on the Content of One Column.
As mentioned above, the Print Formats, Letters and Labels and Filters and Diagnostics views are now presented in tables. In addition to taking advantage of the functionalities listed above, this new way of presenting information provides you with a way to order templates per template types, i.e. predefined or customized. As a result, the customized templates are displayed first in the view as they are the most frequently used templates.
Letter Editor: more editing tools available
The following have been enhanced in the Letter Editor used to define the content of letter templates. It also allows you to format and layout the letter.
- Tables: You can now add one or more tables in a letter template to display data on lines and in columns. For more information on tables, consult the page Add or delete a table.
- Review comments: You can now add comments to a letter template to enter any information, suggestion or question to be communicated to your colleagues responsible for updating or reviewing the letter template. For more information on review comments, consult the page Add, edit or delete comments.
- Formatting tools: For more information on the many tools provided in the Letter Editor consult the page About the Letter Editor.
Xpress and Diagnostics pane: easier-to-use tools
You can now float the Xpress tool panel or the diagnostics pane to move it. It can be moved to another screen to facilitate data entry in the main screen. To do so, in the toolbar, click the Xpress 
button or the Diagnostics
button, then click Float and move the panel to the other screen. Consult the video for a demonstration of the floating pane.
Options to resize the text, the zoom in 
and the zoom out 
have been added to the Xpress tool and the diagnostics pane. For more information on these options, consult the pages Customize the Xpress List Display and Customize Diagnostics Display.
In addition, as it is now possible to float the Xpress tool panel, the Browse toolbar has been removed from the Display/Toolbar menu.
Changes relating to diagnostics
As the information in the diagnostics pane is presented in a table, a grouping area located in the top portion of the pane, where you can group the content of the pane according to a column, is also available. To group content in the diagnostics pane according to a column (for example, the Type), click the Group button, then drag the column header to the displayed grouping area.
Diagnostics are ordered by group and each group is presented in a separate table. The name of the group as well as the number of diagnostics are indicated on tabs:
- The Take Action tab displays the diagnostics issued by Personal Taxprep on which no action has yet been taken.
- The Reviewed tab displays the diagnostics that were reviewed during a first
or second 
revision. - The Ignored tab displays the diagnostics that were ignored during a first or second revision.
Precisions relating to diagnostics
- An annotated diagnostic with the or indicators which is resolved remains in the Reviewed tab; however, the colour of the indicators displayed in the Annotation column is modified (
or 
). - The diagnostic indicator for a tax cell
is no longer displayed when the diagnostics issued for that cell are annotated and no other diagnostic applies to this cell. Therefore, the diagnostic(s) display before the return is printed.
Help tools: easier to access
online help centre
Personal Taxprep provides you with an online Help Centre containing tax and technical information pages that will answer your various questions and will help you efficiently use Personal Taxprep. When you consult the Help, the relevant help topic will display in your computer's default Web browser.
At any time you can use the search box located in the top right corner of the page to obtain information on a specific topic.
In addition to providing regularly updated tax and technical information, the Help Centre contains support information (such as troubleshooting memos and frequently asked questions) and provides useful links to the CRA and Revenu Québec Web sites and certain help centres of software programs integrated with Personal Taxprep.
Professional centre
The Professional Centre now displays in your computer's default Web browser. This allows you to consult the Professional Centre in another screen while continuing to work in Personal Taxprep. Make sure that you enter your CCH services username and password in the options and settings of Personal Taxprep to take advantage of the services available in the Professional Centre.
Folder location
The location of certain folders related to Personal Taxprep that were in the CCH folder is now in the Wolters Kluwer folder. As a result, during installation, Personal Taxprep will prompt you for a different location for the following:
- the Personal Taxprep installation folder,
- the database and the transmission files,
- the templates, and
- the data exported of Taxprep slips.
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Notes:
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Enhancements to the Advanced Network view (available in the Advanced Network version)
Like the Client Manager, the Form Manager and the various templates views, the Advanced Network view is now presented in a table. You can take advantage of the different functionalities available in those views to customize the display according to your requirements and perform searches.
The Advanced Network view is split into two portions that allow you to view, add, delete and define properties for the users and groups:
- The upper portion relates to user groups.
- The lower portion relates to users: by selecting a group in the upper portion of the view, the users associated with this group are displayed in this location.
Portion relating to user groups
You can use the different commands available in the toolbar to add, copy or define properties for the groups. You can also access the different server features using the following buttons in the toolbar:
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Click ... |
To ... |
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Retrieve the previous version configuration. For more information, consult the page Retrieve the Network Configuration (Advanced Network version) |
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Define server properties |
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Update the server |
The On-line and Off-line columns allow you to copy the profile rights of a group to the other group profile or another group profile using the Copy Profile command. The Off-line column indicates also whether or not the group has the rights required to work in off-line mode:
- the
icon indicates that the group has the rights required to work in off-line mode. - the
icon indicates that the group does not have the rights required to work in off-line mode.
To modify the rights to associate with a group, double-click the group for which you want to perform modifications. This way, you will have access to the Policies Editor to define the rights for the group profiles in off-line or on-line mode.
Note: The List of Users group allows you to view the list of all users in the lower portion of the view.
Portion relating to users
The bottom section allows you to view the users who are in the selected group. You can use the different commands available in the toolbar to:
- add a user;
- delete a user; or
- set user properties.
Advanced settings
Development toolkit
The guide Taxprep Development Toolkit Instructions and Excel file Taxprep T1 Development Toolkit Demo are only available in the online Help Centre.
In addition, the following functions have been renamed:
- ITaxprepReturn becomes IT120YYTaxprepReturn
- ITaxprepCell becomes
- Object becomes Taxprep20YYT1Return
To review the guide or to download the Excel file, consult the Taxprep Development Toolkit.
Silent Installation
You can now install Personal Taxprep silently using the Windows command prompt. For more information on the silent installation, consult the page Silent Installation.
Software integrations
Integration with CCH Scan
The enhancements below have been made to the CCH Scan pane:
- the list of bookmarks in the PDF file has been replaced by the Thumbnails and Bookmarks tabs.
- the Thumbnails tab allows you to display each page of the PDF file in miniature size;
- the Bookmarks allows you to display the list of bookmarks previously created in a PDF file.
- to add or search for a PDF file when no PDF file is attached to the return, you must now click the list Add or Select a PDF, then Modify or Search.
- In the list of files attached to the CCH Scan pane, and icon prompts you when an attached PDF is password-protected:
- the
icon indicates that the file is password-protected and locked. When you select a locked PDF file from the drop-down list of the CCH Scan pane, you must enter the password for that file to unlock it. You must enter the password each time you open Personal Taxprep - the
icon indicates that the PDF file is password-protected and unlocked. You do not need to enter the password to open the PDF file.
- the
- No CCH Scan plug-in is required in the enhanced version of Personal Taxprep.
- Adobe is no longer required for the integration with CCH Scan. However, annotation with PDFlyer is no longer possible in the CCH Scan pane. However, you can always benefit from the PDFlyer advantages when you open a PDF file from a location other than the CCH Scan pane.
other integrations
- Integration with the CCH Accountants' Suite: Integrations with the CCH Document On-Premise and CCH Scan programs are available with Personal Taxprep.
Modifications in the options and settings
The Apply button has been removed from the Options and settings dialog box. You must now make your modifications in the different panels and click the OK button.
The option to select the paper orientation when printing labels has been removed from the Labels/Format panel.
New since the 2018 enhanced version
Enhancing the performance of Personal Taxprep
We are aware that the performance of your work tools is essential to a successful tax season. As a result, much effort was dedicated to enhancing the performance of Personal Taxprep with respect to the roll forward of client files, data recalculation and return printing.
Addition of the Forms menu in the edit templates view
The Forms menu and shortcut keys for commands of this menu are once again available in the different views to edit templates.
Retrieving the previous version configuration
The following previous version configuration items of Personal Taxprepare once again available:
Where to Find Help
If you have any questions regarding the installation or use of the program, there are several options for getting help. Access the Professional Centre for tips and useful information on how to use the program. If you are in the program and need help, press F1 to get help on a specific topic.
Videos available in the Professional Centre and on our Web site!
To learn more about Taxprep or to become familiar with the different features, consult the videos available in the Professional Centre.
Taxprep e-Bulletin
For your convenience, you are automatically subscribed to the enhanced edition of the Taxprep e-Bulletin, a free e-mail service that ensures you receive up-to-date information about the latest version of Personal Taxprep. If you want to review your subscription to Taxprep e-Bulletin, visit https://wolterskluwer.ca/products/taxprep/ and, in the Existing Taxprep Customers section, click Support. In the Support menu, select Taxprep e-Bulletin. Click Newsletter Manager in the Taxprep e-Bulletin section. You can also send an e-mail to cservice@wolterskluwer.com to indicate the products for which you wish to receive general information or information on our CCH software (Personal Taxprep, Corporate Taxprep, Taxprep for Trusts, Taxprep Forms or CCH Accountants’ Suite).
How to Reach Us
Customer Service:
cservice@wolterskluwer.com
Tax and Technical support:
csupport@wolterskluwer.com
Telephone
1-800-268-4522