Release Notes
Our Support Centres are Going Digital: Emails are Now Our First Priority
As part of our transformation to digital support centres, we are pleased to announce that email inquiries will now be given first priority. This digital shift will allow us to process your requests even faster, and better meet your needs.
From now on, use emails instead of telephone to contact Customer Service and the Support Centre by including your account number and the name of your product in the subject line as well as detailed information in your email (form/line/diagnostic number, print screens, etc.) to get accelerated service!
Try our Knowledge Base!
Consult our Knowledge Base to quickly find the information you need!
Our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.
About
Personal Taxprep 2022 v.5.0 contains the forms released by the Canada Revenue Agency (CRA) and Revenu Québec for the 2022 taxation year.
The modifications made to version 5.0 only relate to tax rates and the addition of extra calculations. The 2023 federal and provincial government tax rates which were known at the time of this release have been integrated to help you forecast your clients’ tax situation for the next taxation year (with the Planner mode).
This version is approved for:
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Paper filing;
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EFILE;
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Electronic filing of Form AUTHORIZATION;
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Electronic filing of Form T1135;
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Using the Auto-fill T1 return (AFR) service (TaxprepConnect functionality);
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The ReFILE service;
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The PAD (Pre-authorized debit);
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The Express NOA (Notice of Assessment);
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Printing the 2D bar code on the federal and Québec returns;
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Electronic filing via NetFile Québec;
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Electronic filing of Form MR-69.
Training
To consult the different training options available regarding Personal Taxprep (seminars, webinars, tutorials and more), access the Training section of the Wolters Kluwer Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
For Taxprep training, please contact the Professional Services team at learning@wolterskluwer.com.
Convert Preparer Profiles, Client Letters Templates, Print Formats, Filters and Diagnostics
In a new taxation year, remember that the preparer profiles, client letter templates, print formats, filters and diagnostics from the prior period must be converted.
Templates can be converted using the Convert function which is available in each template view. A File/Open dialog box will appear, and the folder opened will be the default location of the prior version template. Select an alternative folder if your prior version template is not in that location. Select all of the templates that you wish to convert.
Once your preparer profiles from last year are converted 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.
Electronic services prior years’ support
Federal
In addition to the current tax year 2022, the CRA also supports prior-year electronic services as indicated below until January 2024:
|
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
|
|
T1 EFILE (original returns) |
✓ | ✓ | ✓ | ✓ | ✓ | |
|
T1 ReFILE (amended returns) |
✓ | ✓ | ✓ | |||
|
T1135 |
✓ | ✓ | ✓ | ✓ | ✓ | |
|
Auto-fill my return (slips only) |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
|
Express notice of assessment (Express NOA) |
✓ | ✓ | ✓ | ✓ | ✓ |
* You will have to use the Personal Taxprep program for the year in question and update your EFILE password to the current year.
Québec
In addition to the current tax year 2022, Revenu Québec also supports prior-year electronic services as indicated below until January 2024:
|
2021 |
2020 |
2019 |
|
|
TP1 Netfile Québec (original returns) |
✓ | ✓ | ✓ |
|
TP1 Netfile Québec (amended returns) |
✓ | ✓ | ✓ |
|
Tax data download |
✓ | ✓ | ✓ |
* You will have to use the Personal Taxprep program for the year in question and update your EFILE password to the current year.
TaxprepConnect for the 2022 tax season
Important dates
Federal
February 6, 2023 – Opening of the Auto-fill T1 return service. The CRA tax data can be downloaded using TaxprepConnect.
What's New:
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A new indicator can now be downloaded when the taxpayer has full access to the CRA’s My Account.
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The history of allowable business investment loss (ABIL) deductions claimed in prior years can now be downloaded.
Québec
February 20, 2023 – Opening of the Tax Data Download service. The Revenu Québec tax data can be downloaded using TaxprepConnect.
What's New:
-
A new indicator can now be downloaded when the taxpayer is registered for direct deposit with Revenu Québec
Modifications Made to Version 5.0
FORMS, SCHEDULES AND WORKCHARTS ADDED TO THE PROGRAM
Federal
AMT 2024, Estimated alternative minimum tax for the 2024 taxation year (Jump Code: AMT 2024)
The purpose of this new workchart is to estimate on a summary basis whether the individual is subject to the federal alternative minimum tax for the 2024 taxation year. The calculations are performed in Planner Mode only, with respect to the measures that were introduced in the 2023 federal budget.
Notes:
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No amount is carried over on the tax return and no provincial or territorial alternative minimum tax calculation is performed.
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The calculations do not take into account the amount of the alternative minimum tax carryover that may be claimed in 2024.
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The capital gains amount does not include the adjustments that are normally made on lines 22 to 27 of Form T691.
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No adjustment is made with respect to capital losses of other years and business investment losses since these losses are applied at a rate of 50% in the return. The 2023 budget provides that this rate will also be 50% for AMT purposes.
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The calculations do not take into account the investment tax credit, the recapture of the investment tax credit and the federal surtax on business income earned outside Canada.
Modifications Made to Forms
Preparer Profiles
INTEREST tab
The interest rates applicable to overdue payments on a balance owing have been updated with the most recent prescribed rates by the Canada Revenue Agency and Revenu Québec.
The CRA’s rate has been modified to 9%.
Revenu Québec’s rate has been modified to 10%.
These changes will be made to existing profiles, converted profiles and newly created profiles.
When opening an existing return, the new values of 9% and 10% will be applied in Form Interest and Late-filing Penalty (Jump Code: INTEREST) and Form Interest and Late-filing Penalty – Québec (Jump : QINTEREST).
For more information on these changes, click the following links:
https://www.canada.ca/en/revenue-agency/services/tax/prescribed-interest-rates/2023-q2.html
Federal
Passenger vehicles – Increase of the capital cost ceiling for passenger vehicles in respect of capital cost allowance and maximum monthly deductible leasing costs purposes
On December 16, 2022, the Department of Finance Canada has announced, through a news release, the ceilings governing the deductibility of automobile costs and the rates used to calculate the value of taxable benefits related to the use of an automobile that will be applicable for the year 2023.
Effective January 1, 2023:
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the $59,000 ceiling applicable to zero-emission passenger vehicles (Class 54) will increase to $61,000 when such a vehicle is purchased after 2022;
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the $34,000 ceiling applicable to passenger vehicles (Class 10.1) will increase to $36,000 when such a vehicle is purchased after 2022;
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the ceiling will increase from $900 to $950 a month in respect of eligible deductible leasing costs for leasing contracts entered into after 2022.
The new calculations have not been integrated to this version of the program, but diagnostics have been added asking to modify certain amounts when these new tax rules are applicable.
The new calculations will be integrated in version 1.0 of Personal Taxprep 2023.
Multigenerational Home Renovation Tax Credit
In its 2022 budget, the federal government is introducing the Multigenerational Home Renovation Tax Credit. This new refundable tax credit is intended to assist with the cost of renovating an eligible dwelling to establish a secondary unit that would allow a qualified individual (i.e., a senior or an adult who is eligible for the disability tax credit) to live with a qualifying relation. The value of the credit is 15% of the lesser of qualifying expenditures and $50,000. Only one qualifying renovation can be claimed in respect of a qualifying individual during his or her lifetime.
This change will be incorporated into version 1.0 of Personal Taxprep 2023.
British Columbia
Renter’s Tax Credit
In its 2023 budget, the government of British Columbia is introducing the Renter's Tax Credit. Eligible households that rent and occupy living accommodation in British Columbia for at least six months in a calendar year will be able to claim this new refundable credit. The credit will be income-tested: households with adjusted income up to $60,000 will receive $400, and households with adjusted income between $60,000 and $80,000 will receive a gradually reduced credit.
This change will be incorporated into version 1.0 of Personal Taxprep 2023.
Clean Buildings Tax Credit
In its 2022 budget, the government of British Columbia had announced the Clean Building Tax Credit. This is a refundable tax credit for qualifying retrofits that improve the energy efficiency of eligible commercial and multi-unit residential buildings with four or more units. The retrofit must improve the energy efficiency of an eligible building and meet energy-use targets. The amount of the credit is 5% of qualifying expenditures paid on the retrofit.
This change will be incorporated into version 1.0 of Personal Taxprep 2023.
Yukon
YT(S14), Yukon Government Carbon Price Rebate (Jump Code: YT S14)
In Bill 21, the Yukon government has made some changes to the Income Tax Act. The Yukon business carbon price rebate now includes the Yukon mining business rebate. This rebate is structured in the same manner as the existing business rebate.
This change will be incorporated into version 1.0 of Personal Taxprep 2023.
New Brunswick
Benefit – Climate Action Incentive Payments (Jump Code: GSTC)
Following the Government of New Brunswick's request in February 2023 that the federal pollution pricing fuel charge replace the province's own fuel charge, the Government of Canada intends to apply the federal backstop fuel charge in New Brunswick as of July 1, 2023. New Brunswick will continue to apply its own provincially administered fuel charge for industrial emitters.
Residents of New Brunswick will receive two CAI payments in 2023-24: a double payment in October 2023 to return the projected proceeds from the July to September 2023 and October to December 2023 periods, and a single payment in January 2024 to return the projected proceeds from January to March 2024. In April 2024, New Brunswick residents will receive the first of four regular quarterly payments for 2024-25.
This change will be integrated in Personal Taxprep 2023 v.1.0.
Nova Scotia
Clean Electricity and Technology Tax Credit
In Bill 297, which was introduced on April 4, 2023, the government of Nova Scotia is proposing a clean electricity and technology tax credit.
This change will be incorporated into version 1.0 of Personal Taxprep 2023.
Corrected Calculations
The following problems have been corrected in version 2022 5.0:
Federal
Québec
Electronic Filing
Federal
New:
ReFILE (amended return)
The CRA now allows the transmission of the following ReFILE requests:
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Request for loss carryback amounts such as capital or non-capital losses (T1A)
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Request for change in the joint election to split pension income (T1032)
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Request even if a reassessment is in progress on a different tax year
Note: If you wish to use the ReFILE service for an amended return for years prior to 2022 regarding loss carryback or the joint election to split pension income, you need to go to Form EFILE and answer Yes to the question Do you want to transmit the return anyway? (Applicable only if question 1 is No and question 2 is Yes).
Pre-authorized debit (PAD)
Due to technical changes, the electronic filing of pre-authorized debit agreement web service for EFILERS for years prior to 2022 is no longer supported by the CRA.
Information about EFILE
Federal
Important dates
- February 6, 2023 – Opening of the system for electronic transmission of authorization requests.
- February 20, 2023 Opening of the EFILE On-Line transmission system.
- January 26, 2024 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 https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/yearly-renewal.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 https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/yearly-renewal.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, 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 https://www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html
Québec
Important dates
- February 20, 2023 – Opening of the NetFile Québec system.
- February 20, 2023 – Opening of the Refund Info-line system.
- January 19, 2024 – Shut down of the NetFile Québec system.
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.
New: Revenu Québec has made changes to its general restrictions for the 2022 taxation year. The electronic filing of returns for individuals whose social insurance number begins with 9 or who haven’t resided in Canada throughout the year is now possible if they are:
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New residents of Canada or;
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Foreign students.
Roll Forward
Rolling forward 2021 client files
Your 2021 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 2021.
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.
Modifications Made to Version 4.0
Modifications Made to Forms
Québec
Solidarity tax credit (Jump Code: QSOLIDARITY)
In its 2023 budget, the Québec government has announced that the indexation normally provided for in the amounts of the housing component of the solidarity tax credit will be doubled and applied as of the next payment period, which begins on July 1, 2023. Accordingly, the amounts of the housing component of the solidarity tax credit applicable for the period from July 2022 to June 2023 will be indexed at a rate of 12.88% (instead of 6.44%) for the payment period beginning on July 1, 2023. This change has not been integrated in the current version of the program because the measure has not been assented to. Please note that the chart in Form QSOLIDARITY is provided for information purposes only and the exact amount of the payments is always confirmed by Revenu Québec.
Client Letter – Sending Forms TP-130.EN and TP-130.AD to Revenu Québec
Should a paper copy of Forms TP-130.EN and TP-130.AD always be sent to Revenu Québec?
Yes. As mentioned in the client letter, for electronically transmitted and paper-filed returns, Form TP-130.EN, Immediate Expensing Limit Agreement (Jump Code: Q130.EN) must be signed and sent to Revenu Québec, if applicable. As for Form TP-130.AD, Capital Cost Allowance for Designated Immediate Expensing Property (Jump Codes: Q80 130.AD, Q128 130.AD, Q2042 130.AD and Q2121 130.AD), no signature is required, but the form must be sent to Revenu Québec.
Nova Scotia (Jump Code: GSTC)
In its 2023 budget, the government of Nova Scotia has announced an increase to the Nova Scotia Child Benefit for families with incomes below $34,000 in support of reducing child poverty. However, this change has not been integrated in the current version of the program because the measure has not been assented to. Please note that the amounts currently calculated in Form GSTC are provided for information purposes only and the exact amount of the payments is always confirmed by the CRA.
Newfoundland-and-Labrador (Jump Code: GSTC)
In its 2023 budget, the government of Newfoundland-and-Labrador has announced a 5% increase in the Newfoundland-and-Labrador Income Supplement and Seniors’ Benefit payments. However, this change has not been integrated in the current version of the program because the measure has not been assented to. Please note that the amounts currently calculated in Form GSTC are provided for information purposes only and the exact amount of the payments is always confirmed by the CRA.
Nunavut
GSTC, Goods and Services Tax Credit (Jump Code: GSTC)
Starting in July 2023, the new refundable Nunavut Carbon Credit will be remitted on a quarterly basis to Nunavummiut. Announced in the 2023 budget, this measure replaces the Nunavut Carbon Rebate that was offering a direct 50% at-the-pump discount of the carbon tax.
This change has not been integrated in the current version of the program because the measure has not been assented to. Please note that the amounts currently calculated in Form GSTC are provided for information purposes only and the exact amount of the payments is always confirmed by the CRA.
Planner mode
The 2023 tax rates which were known at the time of this release have been integrated to help you forecast your clients’ tax situation for the next taxation year (with the Planner mode).
Corrected Calculations
The following problems have been corrected in version 2022 4.0:
Federal
Québec
Modifications Made to Version 3.0
FORMS, SCHEDULES AND WORKCHARTS ADDED TO THE PROGRAM
Federal
T2039, Air Quality Improvement Tax Credit (Jump Code: 2039)
If you were self-employed or a member of a partnership in 2022, you may be eligible to claim a refundable tax credit equal to 25% of your total ventilation expenses to improve ventilation or air quality at your place of business. The maximum amount of eligible expenses is $10,000 for each qualifying location, with a maximum amount of $50,000 for total ventilation expenses across all qualifying locations.
Modifications Made to Forms
Federal
T1206, Tax on Split Income – 2022 Information (Jump Code: 1206)
The section Tax on split income for multiple jurisdictions, province or territory with an income allocation that is not your province or territory of residence (lines 76 to 90 of Form T1206) now applies to five new provinces, in addition to British Columbia.
As a result, these lines must be completed for each applicable province or territory to which income is allocated in Part 1 of Form T2203 and is not the province or territory of residence. The applicable provinces and territory are British Columbia (BC), Saskatchewan (SK), Newfoundland and Labrador (NL), Prince Edward Island (PE), Manitoba (MB) and the Yukon (YT).
Québec
Client Letter – Worksheet (Jump Code: LW)
The following forms with respect to immediate expensing have been added to the Client Letter Worksheet. Depending on how they are filed (paper or electronic filing), these forms must be signed and sent to Revenu Québec:
Revenu Québec requirements – paper filing:
Revenu Québec requirements – electronic filing:
The letters for Québec clients have been updated to take into account these additions.
New Brunswick
NB428, New Brunswick Tax and Credits (Jump Code: NB 428)
In Bill 10, assented to December 16, 2022, the New Brunswick government has announced the removal of a tax bracket for the 2023 taxation year and subsequent taxation years. This change is now integrated in the current version of the program, but only in Planner Mode or for early-filed returns.
Modifications Made to Version 2.0
FORMS, SCHEDULES AND WORKCHARTS ADDED TO THE PROGRAM
Federal
T2039, Air Quality Improvement Tax Credit (T2039)
The form and the calculation for this measure will be integrated in the next version of the program, which is scheduled to be released at the beginning of March 2023.
Québec
TP-130.AD Capital cost allowance for designated immediate expensing property (Jump Codes: Q80 130.AD, Q128 130.AD, Q2042 130.AD and Q2121 130.AD)
This form is used to identify the immediate expensing property used to carry out business or to earn rental income from immovable property (Part 2) and to calculate the amount deducted as immediate expensing (Part 3) for the taxation year.
For a CCA class listed on one of the CCA AD, CCA 10.1, CCA 13 or Auto forms, when the answer to the question Is the property a designated immediate expensing property (DIEP)? is Yes and an immediate expensing amount is deducted for that property, a line with the relevant information will be automatically calculated in the table in Part 2.
The table in Part 3 is completed based on the data entered on the corresponding lines of one of the CCA AD, CCA 10.1, CCA 13 or Auto forms when an amount with respect to immediate expensing is deducted for property of the class.
Form TP-130.AD becomes applicable when an amount is entered on line 17 of column 6, Immediate expensing amount deducted, of the table in Part 3.
The form is printed when applicable to the Clients, Govt and Taxprep print formats.
TP-130.EN, Immediate Expensing Limit Agreement (Jump Code: Q130EN)
This form is used to allocate the $1.5 million immediate expensing limit among the associated eligible persons or partnerships. The limit allocated to the reporting corporation will be used to determine the capital cost allowance for the immediate expensing property.
The information regarding individuals, partnerships or associated corporations in Parts 2 and 3 is completed based on the data entered in Area G of the statement of business or professional activities or the statement of real estate rentals (Jump Codes: T2125, T2042, T2121 and T776).
Form TP-130.EN becomes applicable when an occurrence of lines 8 and 13 is completed.
In addition, in the instructions located at the top of the form, Revenu Québec asks, when paper filing occurs, that the federal immediate expense limit agreement be joined to the Personal Income Tax Return (TP1). Note that the print formats have been adjusted accordingly.
The form is printed when applicable to the Clients, Govt and Taxprep print formats.
For more information on the immediate expensing measure, consult the program’s Help.
Modifications Made to Forms
Federal
T776, Statement of Real Estate Rentals (Jump Code: 776)
The T776 form is currently under review because the CRA has not yet released the final version. The immediate expensing measure calculations will be integrated in the next version of the program, which is scheduled to be released at the beginning of March 2023.
GST370 – Employee and Partner GST/HST Rebate Application (Jump Code: GST 370)
Form Employee and Partner GST/HST Rebate Application has been updated following the release of a new version of the form by the CRA. The 14% HST rebate can no longer be claimed. This rate was in effect in Prince Edward Island from April 1, 2013, to September 30, 2016.
Before the form was updated, a resident of Prince Edward Island could claim a 14% HST rebate on the capital cost allowance (CCA) for a motor vehicle purchased in the April 1, 2013, to September 30, 2016, period.
The CCA amount on which the HST rebate is calculated is determined in Forms T2042 AUTO, T2121 AUTO, T2125 AUTO and 777 AUTO. If a resident of Prince Edward Island acquired a vehicle between April 1, 2013, and September 30, 2016, and was eligible for an HST rebate, the CCA amount claimed was considered eligible for a 14% HST rebate, and that rebate was claimed in Form GST 370.
Following the update of Form GST 370, the HST rebate will now be calculated at a rate of 15% when the same situation arises.
Benefit – Climate action incentive (Jump Code: GSTC)
Climate Action Incentive payments are made to residents of Alberta, Manitoba, Saskatchewan and Ontario. On November 22, 2022, the federal government announced that, starting in July 2023, three new provinces will receive these payments: Prince Edward Island, Nova Scotia and Newfoundland and Labrador. As residents of these provinces are not eligible for the April 2023 payment, they will receive three payments in the 2023-2024 fiscal year instead of four.
While affected taxpayers must indicate on their income tax return whether they are eligible for the additional 10% allocated to families living in small or rural communities, all residents of Prince Edward Island are eligible.
In the program, details of climate action incentive payments are presented in the GSTC form (Jump Code: GSTC).
T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return (Jump Code: T183).
The field Representative identifier (Rep ID) has been added by the CRA in Part C of Form T183. The CRA has indicated that the RepID entered on Form T183 should be the same that you or your firm provided during the registration or the renewal process for the EFILE number shown on this form, regardless of who is preparing or transmitting the return. This field is optional on Form T183 for 2022 tax returns and can be left blank. If a RepID is entered, it will be transmitted electronically with the return. However, the CRA has indicated that the RepID will not be used to track the accuracy of tax returns; it is simply an additional mechanism for the CRA to ensure that the users of EFILE services have been suitably screened.
At the CRA’s request, this field is partially masked when the form is printed.
T777, Statement of Employment Expenses (Jump Code: 777)
The section Calculation of the mobility for an eligible tradesperson deduction has been added. This deduction is directed to tradespersons and apprentices working in the construction industry. This deduction would allow eligible workers to deduct up to $4,000 in eligible expenses per year for certain travel and temporary relocation expenses.
The deduction is limited to the lesser of the amounts below:
-
Eligible relocation expenses (from January 1, 2022, to February 1, 2023)
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50% of the employment income related to the relocation
Up to a maximum of $4,000 per year.
In order to calculate the deduction, enter the amount of employment income earned at the temporary work location on line 38.
Any eligible expenses that are not deductible in the current year may be carried forward.
For more information about eligibility for this deduction, see guide T4044 Employment Expenses.
T2038 – Investment Tax Credit (Individuals) (Jump Code: 2038)
Individuals who invest in flow-through shares of the capital stock of corporations that carry on a mining business involving the exploration for critical minerals may claim the Critical Mineral Exploration Tax Credit (CMETC), effective for critical minerals exploration expenditures renounced under agreements signed between April 8, 2022, and March 31, 2027. The credit is equal to 30% of renounced critical minerals exploration expenditures. The main purpose of the CMETC is to enhance the current investment tax credit (ITC) for specified minerals used in batteries and permanent magnets employed in zero-emission vehicles or in manufacturing advanced materials, clean technology or semiconductors. The introduction of this new credit is as follows:
Form T101 (Jump Code: T101)
Five boxes have been added:
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Box 122: Expenses qualifying for an ITC;
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Box 123: Portion subject to an interest-free period;
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Box 151: Expenses qualifying for a provincial tax credit – British Columbia;
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Box 153: Expenses qualifying for a provincial tax credit – Saskatchewan;
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Box 154: Expenses qualifying for a provincial tax credit – Manitoba.
Form T5013 (Jump Code: T5013)
Two boxes have been added:
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Box 239: Critical mineral exploration tax credit (CMETC);
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Box 240: Portion subject to an interest-free period – CMETC.
Form T1231 (Jump Code: 1231)
The new box 151 of Form T101 is included in line 1.
Form T1241 (Jump Code: 1241)
The new box 154 of Form T101 is included in line 2.
Form SK 428 (Jump Code: SK 428)
The new box 153 of Form T101 is included in line 79.
Form T1229 (Jump Code: 1229)
Parts I and IV have been modified:
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Part I: inclusion of boxes 122 and 123 (Form T101) and boxes 239 and 240 (Form T5013) with respect to the CMETC;
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Part IV: addition of a column to calculate the CMETC.
Form T2038 (Jump Code: 2038)
In Part B, the field 67175 has been added as Amount C and is included in the total of the current year’s non-refundable tax credits (Amount E).
T2043, Return of Fuel Charge Proceeds to Farmers Tax Credit (Jump Code: 2043)
For the 2022 taxation year, the rate of the tax credit for the four designated provinces is 0.173% of gross eligible farming expenses.
If the taxpayer is a member of a partnership, the credit amount must be indicated in box 67079, 67080, 67081 or 67082 of Form T2043.
For partners of a partnership that have incurred farming expenses, only lines 67079, 67080, 67081 or 67082 as well as lines 5C and 5D in Part 5 of Form T2043 must be filled in.
The tax credit allocated to an individual who is a member of a partnership is also considered assistance, and the portion of the credit allocated to each business indicated on line 5C must be updated on line 9951 of Form T2042 to be included in the calculation of the gross farming income in the amount 5B of the respective Form T2042 of the taxation year it is claimed.
If the taxpayer participates in the AgriStability and AgriInvest programs, these amounts must instead be included to line 9951 of the respective Forms T1163 or T1273 instead.
Changes have been made to the calculations of the Forms Deceased and Bankruptcy:
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The tax credit may be claimed for a deceased person on all returns filed in the year of death, except for the return for income from a graduated rate estate under paragraph 104(23)(d). The tax credit is calculated based on expenses claimed on the current return, but the minimum amount of $25,000 applies to all tax returns filed for the year of death. To account for all these expenses, you must enter the amount of expenses included in the returns other than the current return in the appropriate box on Form Deceased.
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The tax credit can be claimed on any return filed for the year of bankruptcy, based on the expenditures claimed on the return. The minimum amount of $25,000 applies to expenditures included in the pre-bankruptcy declaration. In addition, given that the in-bankruptcy and post-bankruptcy returns cover the same taxation year, the minimum allowable expenditures of $25,000 also apply to all expenditures included in these two returns. Boxes on Form Bankruptcy allow you to enter the amount of expenses claimed in the in-bankruptcy or post-bankruptcy return, depending on the situation.
Québec
TP-1029.8.33.6, Tax Credit for an On-the-Job Training Period (Jump Code: Q1029.8.33.6)
Two copies of the form must now be completed if a trainee's training period includes the May 1, 2022, date: one copy for expenses incurred in connection with that training period before May 1, 2022, and another copy for expenses incurred after April 30, 2022.
TP-1029.SA, Senior Assistance Tax Credit (Jump Code: Q1029.SA)
The maximum tax credit amount for an eligible senior without a spouse starting with the 2022 tax year is now $2,000, and the maximum amount for an eligible senior couple is $4,000. This change is included in version 2.0 of the program.
Alberta
AB428, Alberta Tax and Credits (Jump Code : AB 428)
The Government of Alberta has announced, in its 2022-2023 first-quarter fiscal update, the resumption of indexation of the personal income tax system to inflation, effective for the 2022 tax year. The tax bracket thresholds and the credit amounts will increase by 2.3% from their 2021 value.
Manitoba
MB479, Manitoba Credits (Jump Code: MB 479)
The CRA has recently made changes to the way the Education Property Tax Credit and the Renters Tax Credit are presented on the form. If you have entered data (address, number of months of residence or rental) in relation with the Education Property Tax Credit and/or the Renters Tax Credit in version 1 of the program, please review the information entered to ensure the credits are properly calculated.
Modifications Made to Version 1.0
FORMS, SCHEDULES AND WORKCHARTS ADDED TO THE PROGRAM
Federal
T1B, Request to Deduct Federal COVID-19 Benefits Repayment in a Prior Year (Jump Code: T1B)
It is possible for individuals to claim a deduction for repayments made before January 1, 2023, of certain COVID-19 benefit amounts on their tax return for the year in which they received the benefit rather than on the return for the year in which they repaid the benefit.
Splitting the deduction between these two returns is also possible, provided that the total deduction does not exceed the total amount that has been repaid.
In other words, your can claim a deduction for the overpayment of the following federal COVID-19 benefits that you received in 2020 or 2021 and repaid in 2022:
-
the COVID-19 benefits include the Canada Emergency Response Benefit (CERB);
-
the Canada Emergency Student Benefit (CESB);
-
the Canada Recovery Benefit (CRB);
-
the Canada Recovery Sickness Benefit (CRSB); and
-
the Canada Recovery Caregiving Benefit (CRCB).
In the program, the deduction for the repayment of federal COVID-19 benefits in a previous year must be claimed through the new T1B form. The CRA will then automatically issue a notice of reassessment to reflect the deduction claimed; thus, there is no need for the individual to request an adjustment.
For Quebec residents, determining a 2022 deduction on the T1B will have the effect of claiming the same deduction on line 246 of the TP-1.D-V. To obtain an equivalent treatment in the Quebec return of a refund to be deducted in a previous year, a request for an adjustment using the TP-1.R-V form for the year in question is required.
Québec
QJ Reduction, Reduction of the tax credit for home-support services for seniors based on family income (Jump Code: QJ REDUCTION)
This worksheet is used to calculate the reduction of the tax credit for home-support services for seniors based on family income. For additional details on the worksheet, consult the Schedule J section.
Modifications Made to Forms
Notice to reader removed
As a result of the coming into force of the new Canadian Standard on Related Services (CSRS) 4200, Compilation Engagements, published by the Auditing and Assurance Standards Board, the software introduces changes to the Notice to Reader.
CSRS 4200 addresses compilation engagements, also referred to as “Notice to Reader” in practice and contains new conducting and reporting requirements. Therefore, to align with key changes, including scope and reporting standards, the Notice to Reader is taken from the software.
The removal of the Notice to Reader is showcased in the following locations in the software:
- removal of the Notice to Reader letter (Federal and Québec)
- removal of options in Preparer profile section related to Notice to Reader and disclaimers
- changes in Form ID, Letter C, Self-employment income statements, Form T777 and Form TP-59
The following is retained:
- the Custom mention option in preparer profile
- the default phrase in the “custom mention” section of the preparer profile
- the Engagement letter.
Federal
T1, Income Tax and Benefit Return (Jump Code: T1)
A section named Climate action incentive payment has been added on page 2 of the T1 return for the provinces of Alberta, Manitoba, Ontario and Saskatchewan following the removal of Schedule 14.
A section named Consent to share information – Organ and tissue donor registry has also been added to page 2 of the T1 return for the provinces of Ontario, Northwest Territories and Nunavut.
These two sections have been added to the form Identification and Other Client Information for each of the provinces concerned.
Immediate expensing measure
Note: The addition of this measure has begun in this version of the program and will be finalized in the next version, which is scheduled for February 2023. Note that the forms related to business, fishing, agriculture and real estate rental income are under review in version 1.0. In addition, the Québec forms TP.130.AD and TP.130.EN will be added in version 2.0.
The forms affected by this new measure are:
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T2125, Statement of Business or Professional Activities
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T2042/Q2042, Statement of Farming Activities
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T2121/Q2121, Statement of Fishing Activities
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T776, Statement of Real Estate Rentals
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T1163, Statement A – AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals
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T1273, Statement A – Harmonized AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals
-
Partner/QPartner, Partner’s Income and Expenses Workchart
This broader measure provides that the capital cost of eligible depreciable property acquired after December 31, 2021, and available for use before January 1, 2025, by unincorporated businesses operated directly by individuals residing in Canada (other than trusts) and certain eligible partnerships may be deducted in full, up to a maximum of $1.5 million per taxation year. The limit must be allocated among eligible persons and partnerships that are members of an associated group. The limit allocated is also prorated for taxation years that are shorter than 51 weeks. The unused limit cannot be carried forward. The half-year rule is suspended for property eligible for this measure.
Eligible property is depreciable property subject to the CCA rules, other than property included in CCA classes 1 to 6, 14.1, 17, 47, 49 and 51.
A person or a partnership which puts into use eligible property with a capital cost that exceeds the allocated limit in a taxation year may decide to which class immediate expensing is allocated to. Then, the excess capital cost is subject to the regular CCA rules for each class. Eligible property that is also an AIIP in classes 43.1., 43.2 and 53 or a ZEV in classes 54 to 56 that already qualify for an enhanced CCA rate of 100% will not reduce the maximum amount available.
Area A, Calculation of capital cost allowance (CCA) claim
In the CCA tables in Area A, the following columns have been added for the calculation of immediate expensing:
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Column 4, Cost of additions from column 3 which are designated immediate expensing property (DIEPs)
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Column 6, Proceeds of dispositions of DIEP
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Column 8, UCC of DIEP
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Column 9, Immediate expensing amount for DIEPs
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Column 10, Cost of remaining additions after immediate expensing
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Column 12, Remaining UCC after immediate expensing
In additional, column 11, previously column 4 named Cost of additions from column 3 which are AIIPs or ZEVs, has been renamed Cost of remaining additions from column 10 which are AIIPs or ZEVs. As a result, the other existing columns have been renumbered accordingly.
Area G, Agreement between associated eligible persons or partnerships (EPOPs)
Area G, Agreement between associated eligible persons or partnerships (EPOPs), has been added to indicate the percentage of the immediate expensing limit assigned to each associated eligible person or partnership.
The Add and Delete buttons that are located at the top of the table allow you to manage the lines for associated individuals and partnerships for which the statement of activities has not been completed on the taxpayer's return and must be entered manually. When a client file is rolled forward, the data in the input fields will be retained.
Area G is identical for every statement of business or professional activities and of real estate rentals that is reported in the taxpayer’s return.
Area A, CCA other than classes 10.1 and 13
Lines corresponding to the columns in the CCA tables that are used for the calculations for this measure have been added to Area A, CCA other than classes 10.1 and 13 of the forms.
Area A, Additions and Dispositions Workchart
The question Is the property a designated immediate expensing property (DIEP)? has been added and is set to Yes by calculation when the acquisition date of the property is after December 31, 2021.
Area A, CCA Class 10.1
Lines corresponding to the columns in the CCA tables that are used for the calculations for this measure have been added to Area A, CCA Class 10.1 of the custom forms. In addition, the questions:
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Is the property an AIIP?
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Is the property a designated immediate expensing property (DIEP)?
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Was the property a DIEP in a prior taxation year?
and line Disposition have been added to the CCA Class 10.1 forms.
As the immediate expensing measure includes a special recapture rule to address the possibility of excessive CCA when the vehicle has been designated for immediate expensing, this special rule is applied to adjust the proceeds of disposition to be deducted from the undepreciated capital cost of the property on the disposition of such a vehicle. Under this rule, the proceeds of disposition would be adjusted based on a factor equal to the depreciable value limit ($34,000 for vehicles acquired on or after January 1, 2022) that is relative to the actual cost of the car. When the vehicle is not designated for immediate expensing, the normal CCA and recapture rules for Class 10.1 property continue to apply.
The calculations used in the CCA Class 10.1 forms have been adjusted to account for this special rule.
CCA Class 13
Lines corresponding to the columns in the CCA tables that are used for the calculations for this measure have been added to Area A, CCA Class 13 of the custom forms.
Auto forms
Lines corresponding to the columns in the CCA tables of Area A that are used for the calculations for this measure have been added to the Auto forms. The CCA table has also been updated and is now identical for the CCA tables of Area A.
Optimization of calculations
When the capital cost of eligible property exceeds the limit allocated to the eligible person or partnership, the program allocates the latter amount, up to the lesser of the cost of the eligible acquisitions or the UCC balance, by prioritizing classes with a lower depreciation rate, but without exceeding the net income before CCA since the immediate expensing measure cannot be used to generate a loss.
RC71, Statement of Discounting Transaction (Jump Code: RC71)
Please note that the Canada Revenue Agency will not accept an RC71 form with an electronic signature until legislation is tabled and Royal Assent is received. Error 138 will be returned by the CRA if the electronic signature is used before Royal Assent has been received. The program has been updated in advance to allow you to use the electronic signature as soon as Royal Assent is received.
Clawback, Social Benefits Repayment (Jump Code: CLAWBACK)
Although some taxpayers may have received Canada Recovery Benefit (CRB) in tax year 2022 in respect of one or more 2021 benefit periods, CRA has confirmed that there will not be any CRB clawback for the 2022 tax year. As a result, the federal workchart for social benefits repayment has been modified to remove all calculations related to CRB clawback.
T4A(OAS) – Statement of Old Age Security (Jump Code: T4AOAS)
Starting in July 2022, the Old Age Security pension amount is increased for individuals who are aged 75 and over in June 2022.
In an instance where the individual turns 75 years of age after July 1, 2022, the increase will be paid in the month following the date of their 75th birthday.
The amount in box 18 (Taxable pension paid) is reported on line 11300 of the return.
T657, Calculation of Capital Gains Deduction (Jump Code: 657)
If you disposed of qualified farm or fishing property (QFFP) or qualified small business corporation shares (QSBCS) you may be eligible for the lifetime capital gains exemption (LCGE). Because you only include one half of a capital gain in your income, your cumulative capital gains deduction is one half of the LCGE.
The total of your capital gains deductions on gains arising from dispositions in 2022 of qualifying capital property has increased to $456,815 (i.e., one half of the LCGE increased by indexation to $913,630 for2022).
For dispositions of QFFP after April 20, 2015, the LCGE is increased to $1,000,000. This additional deduction does not apply to dispositions of QSBCS:
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The limit on gains arising from dispositions in 2021 of qualifying capital property is $446,109 (one half of an LCGE of $892,218)
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The limit on gains arising from dispositions in 2020 of qualifying capital property is $441,692 (one half of an LCGE of $883,384)
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The limit on gains arising from dispositions in 2019 of qualifying capital property is $433,456 (one half of an LCGE of $866,912)
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The limit on gains arising from dispositions in 2018 of qualifying capital property is $424,126 (one half of an LCGE of $848,252)
-
The limit on gains arising from dispositions in 2017 of qualifying capital property is $417,858 (one half of an LCGE of $835,716)
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The limit on gains arising from dispositions in 2016 of qualifying capital property is $412,088 (one half of an LCGE of $824,176)
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The limit on gains arising from dispositions in 2015 of qualifying capital property is $406,800 (one half of an LCGE of $813,600)
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The limit on gains arising from dispositions in 2014 of qualifying capital property is $400,000 (one half of an LCGE of $800,000)
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The limit on gains arising from the dispositions of qualifying capital property after 2008 and before 2014 is $375,000 (one half of an LCGE of $750,000).
Passenger vehicles – Increase of the capital cost ceiling for passenger vehicles in respect of capital cost allowance and maximum monthly deductible leasing costs purposes
On December 23, 2021, the Department of Finance Canada has announced, through a news release, the ceilings governing the deductibility of automobile costs and the rates used to calculate the value of taxable benefits related to the use of an automobile that will be applicable for the year 2022.
Effective January 1, 2022:
- the $55,000 ceiling applicable to zero-emission passenger vehicles (Class 54) will increase to $59,000 when such a vehicle is purchased after 2021;
- the $30,000 ceiling applicable to passenger vehicles (Class 10.1) will increase to $34,000 when such a vehicle is purchased after 2021;
- the ceiling will increase from $800 to $900 a month in respect of eligible deductible leasing costs for leasing contracts entered into after 2021.
The following forms have been updated to reflect the new rates, effective January 1, 2022, for vehicle acquisitions or leases:
- Forms AUTO and CCA 10.1 of Forms T2125, TP-80, T2042, Q2042, T2121, Q2121, T776, TP-128, T1163, T1273, as well as Forms T777 AUTO and T777 CCA.
First-Time Home Buyers’ Tax Credit
The amount used in the calculation of the First-Time Home Buyer’s Tax Credit increased from $5,000 to $10,000 for a qualifying home purchased after December 31, 2021.
Québec
Schedule E – Tax Adjustments and Credits (Jump Code: QE)
As a result of Bill 17, assented to February 24, 2022, the worksheet in Part C Property tax refund for forest producers has been modified to allow for a property tax refund even if the value of the forest management work for the year is less than the amount of the property taxes. Additionally, the changes allow for the reimbursement to be calculated across all assessment units instead of one at a time.
Schedule J – Tax credit for home-support services for seniors (Jump Code: QJ)
For the 2022 taxation year, the tax credit for home-support services for seniors has been increased from 35% to 36%. Additionally, the maximum eligible monthly rent is increased to $1,200 and a minimum eligible monthly rent of $600 applies for the purpose of calculating the tax credit.
Given the new calculation methods for the reduction based on family income, the calculation of the reduction of the tax credit for home-support services for seniors will be done in the new Worksheet QJ Reduction.
New calculation methods for the reduction for home-support services for seniors based on family income
Dependent seniors
A 3% reduction of the tax credit is applicable on the portion of family income that exceeds $61,725. This new reduction is only applicable with respect to the amount of the 1% increase, i.e., from 35% to 36% of the tax credit for home support for seniors.
Non dependent seniors
The credit is reduced based on two family income thresholds:
- The first threshold represents 3% for each dollar of family income in the given taxation year that exceeds the first applicable threshold ($61,725), up to the second threshold;
- The second threshold represents 7% for each dollar of family income in the given tax year that exceeds the second applicable threshold ($100,000).
TP-752.HA, Home Buyers’ Tax Credit (Jump Code: Q752.HA)
The maximum tax credit that can be claimed for the purchase of a qualifying home made on or after January 1, 2022, is increased from $750 to $1500.
Ontario
ON63052 – Ontario staycation tax credit (Jump Code: ON 63052)
This workchart has been added in the software to allow you to input the qualifying accommodation expenses paid and calculate the amount of the credit.
ON428-A – Low-income individuals and families tax (LIFT) credit (Jump Code: ON 428-A)
The individual and family income thresholds, phase-out rate, and maximum allowable credit for the low-income individuals and families tax (LIFT) credit have changed. The credit limit has been increased from $850 to $875.
ON479, Ontario Credits (Jump Code: ON 479)
A temporary, refundable Ontario staycation tax credit has been introduced for individuals or families residing in Ontario who have eligible expenses for leisure accommodation in 2022. The maximum claimable amount for this refundable credit can be up to $200 for an individual or $400 for a family.
A refundable Ontario seniors’ care at home tax credit has been introduced to help seniors with the cost of their eligible medical expenses. To be eligible for this credit, the family’s net income must be less than $65,000. The amount of the credit equals to 25% of the medical expenses claimed on line 58769 of form ON428. The maximum amount that can be claimed per person for this credit is $1,500. Given that the amount of this credit is based on the amount of medical expenses entered on line 58769 of Form ON428, it could be beneficial, in some cases, for a couple to split the medical expenses claimed. This would allow each of them to claim the refundable Ontario seniors’ care at home tax credit on Form ON479 and thus, potentially claim a combined amount for the couple greater than the amount that could otherwise be claimed by only one person. A diagnostic to inform you of this situation will be added to the next release of the program.
ON479-A, Ontario childcare access and relief from expenses (CARE) tax credit (Jump Code: ON 479-A)
The temporary 20% enhancement introduced in 2021 has been removed for 2022.
Bankruptcy information, Ontario's legislation changes (Jump Code: BANKRUPTCY)
Changes are being made to Ontario's legislation that prevent certain credits from being claimed when an individual is a bankrupt at any time in the calendar year that contains the taxation year. Thus, claiming is once again allowed in the year following the absolute discharge. The credits are as follows:
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Ontario low-income individuals and families tax credit;
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Ontario focused flow-through share tax credit;
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Ontario childcare access and relief from expenses tax credit;
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Ontario political contribution tax credit;
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Ontario seniors’ public transit tax credit;
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Ontario seniors care at home tax credit;
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Ontario staycation tax credit.
Additionally, under the new provisions, the income of a bankrupt individual at any time in the calendar year is deemed to be nil for purposes of the Ontario Tax Reduction.
In the program, the checkbox The taxpayer is a bankrupt at any time in the calendar year containing the taxation year has been added to Form Bankruptcy. When the Yes checkbox is selected, the new provisions are applicable. This box is rolled forward as long as the absolute discharge from bankruptcy is not indicated.
Manitoba
MB479, Manitoba Credits (Jump Code: MB 479)
Changes have been made to the Education Property Tax Credit. The renters' component of the Education Property Tax Credit has been replaced by the new Renters Tax Credit.
Yukon
YT14, Yukon Government Carbon Price Rebate (Jump Code: YT 14)
Capital cost allowance assets in Class 56 are now eligible for the Yukon Business Carbon Price Rebate.
YT428, Yukon Tax (Jump Code: YT 428)
In Bill 12, the Yukon government has made some amendments to the Income Tax Act. The Business Investment Tax Credit is now claimed on Form YT428. In addition, refundable tax credits are no longer used in the calculation of the Yukon First Nations tax credit on Form YT432, which is now updated on Form YT428.
Nova Scotia
NS428, Nova Scotia Tax (Jump Code: NS 428)
The Volunteer firefighters and ground search and rescue tax credit has been moved from Form NS428 to the new Form NS479.
NS479, Nova Scotia Credits (Jump Code: NS 479)
This form allows taxpayers to claim the new refundable tax for children’s sports and arts activities. The maximum amount of expenses that can be claimed per child is $500.
The form also allows taxpayers to claim the tax credit for volunteer firefighters and ground search and rescue that was previously claimed on Form NS428.
Nova Scotia Child Benefit (Jump Code: PROV BEN)
Effective July 1, 2022, the calculation of the Nova Scotia Child Benefit has been changed. While this benefit used to outline different amounts based on the child's rank, the new calculation contains only one amount, regardless of rank. As a result, the calculation of the reduction has also changed, utilizing the amount allocated per child.
Forms removed
Federal
-
Schedule 14, Climate Action Incentive
Québec
-
TP-1029.9, Tax credit for Taxi Drivers or Taxi Owners
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QEFILE TAXI, Summary of EFILE Data Fields - TP-1029.9
Corrected Calculations
The following problems have been corrected in version 2022 1.0:
Federal
Technical Information
Technical Changes
Partially masking the SIN on Québec forms
Revenu Québec has recently decided and confirmed that, with the exception of Forms TP-1000.TE (Online filing of the personal income tax return by an accredited person) and MR-69 (Authorization to Communicate Information or Power of Attorney), it does not accept hidden SINs on documents that are paper-filed, as this is not in accordance with its processing standards.
The security options that are accessible in the Security subsection of the Print section in the Options and Settings have been adjusted accordingly.
Electronic signature – Adding initials
It is now possible to add an e-tag so that a signatory's initials are included in a custom letter when using the electronic signature feature.
With the exception of the Engagement letter which contains the s1 and d1 e-tags, customer letters do not have e-tags integrated by default. To add the main taxpayer’s initials, you must add the \i1\ e-tag to your custom letter, as shown in the example below:
Note that it is also possible to add the spouse’s initials by adding the \i2\ e-tag.
Where:
\s1\ corresponds to the e-tag;
\d1\ corresponds to the signature date; and
\i1\ corresponds to the initials.
Batch synchronizing CCH iFirm portal information
It is now possible to synchronize multiple client files with the electronic signature information found in CCH iFirm Portal through the Client Manager view. In addition, the CCH iFirm Log that is displayed when the synchronization is complete now contains statistics that provide a view of the number of taxpayers for whom the synchronization was successful, those for whom an error occurred, or those for whom no information was synchronized. For more information, please consult the topic Synchronizing information from the CCH iFirm portal.
Printing the notice of assessment
It is now possible to print the notice of assessment through Taxprep. To this end, the Print Express NOA option has been added to the Print button (
) located in the toolbar, as well as in the File menu. It is possible to customize the naming syntax of the express notices of assessment in PDF format to avoid having to rename them when generating a PDF file. This feature is available in the PDF Files subsection of the Print section in the Options and Settings.
Taxprep Dashboard 2022 can now be used with Personal Taxprep 2022
With the Personal Taxprep 2022 release, you can now use Taxprep Dashboard 2022 with your personal tax program.
Taxprep Plus is now integrated with the Personal Taxprep installation
Taxprep Dashboard is now part of the CCH iFirm ecosystem.
The separate installation of the Taxprep Plus add-in is no longer required, as Taxprep Dashboard will now automatically be installed with Personal Taxprep.
To activate Taxprep Dashboard for a user, you must:
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Register with Taxprep (see Figure 1);
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Restart Personal Taxprep;
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Select the Taxprep Dashboard checkbox in the Options > Add-Ins section of the Options and Settings dialog box in Personal Taxprep;
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Enter the CCH iFirm site address in the CCH iFirm > General section of the Options and Settings dialog box (see Figure 2);
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Connect to CCH iFirm (see Figure 3).
Consult the Taxprep Dashboard release notes for more information on the integration of Taxprep Dashboard in the CCH iFirm ecosystem.
Figure 1
Figure 2
Figure 3
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.
In addition, our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.
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 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://support.wolterskluwer.ca/en/support/ and, in the Newsletter section, click Subscription Manager. 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