Release Notes

New: Introducing Wolters Kluwer Support Platform

As part of our commitment to service, Wolters Kluwer is pleased to announce the launch of our new Support Platform.

Register to our Support Platform to submit, modify and track all your support requests in a single location. A chat feature powered by our virtual assistant is also included, with access to over 40,000 articles from our knowledge base to ensure your inquiries are addressed promptly. Note that as of December 1, 2023, email support service will be discontinued and replaced by support tickets created from the new platform.

If you need help during the registration process, please consult the following article to get all the information you need: How do I register to the new Support Platform?

Register now to our Support Platform and take advantage of all the benefits it has to offer!

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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.

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About

Warnings
Version 2023 1.0
Due to the late arrival of several CRA and Revenu Québec forms, the forms contained in this version have not been approved by the tax authorities. Therefore, do not submit any tax returns that have been prepared with this version to the CRA and Revenu Québec. The electronic transmission of the returns is not available in this version.
Note that, as in previous years, you can still start preparing your tax returns with version 1.0. However, upon printing, the forms will have the Do Not Submit watermark.
Version 2023 2.0
All the electronic services will be available in the next version of Personal Taxprep (2023 2.0), which is scheduled to be released in mid-February.
Version 2023 2.0 will be approved by tax authorities and will allow you to file personal income tax returns.

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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.

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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.

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Electronic services prior years’ support

Federal

In addition to the current tax year 2023, the CRA also supports prior-year electronic services as indicated below until January 2025:

	2022	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 2023, Revenu Québec also supports prior-year electronic services as indicated below until January 2025:

	2022	2021	2020
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.

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TaxprepConnect for the 2023 tax season

Important dates

Federal

February 5, 2024 – Opening of the Auto-fill T1 return service. The CRA tax data can be downloaded using TaxprepConnect.

Québec 

February 19, 2024 – Opening of the Tax Data Download service. The Revenu Québec tax data can be downloaded using TaxprepConnect.

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Modifications Made to Version 1.0

FORMS, SCHEDULES AND WORKCHARTS ADDED TO THE PROGRAM

Federal

First Home Savings Account (FHSA)

In Budget 2022, the government proposed the introduction of the First Home Savings Account (FHSA). This new registered plan, available since April 1, 2023, allows future first-time home buyers to save a total of $40,000 tax free, up to an annual contribution limit of $8,000. Like a Registered Retirement Savings Plan (RRSP), contributions are tax deductible, and withdrawals for first-time homebuyers, including investment income, are tax free, as is the case with a Tax-Free Savings Account (TFSA).

For more information on the FHSA, visit: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account.html.

For Québec residents, the Québec government has announced the harmonization of the measure in Information Bulletin 2022-4 dated June 9, 2022.

This new measure is reflected in the program as follows:

New T4FHSA slip (Jump Code: T4FHSA)

The new T4FHSA slip is issued to an individual who has opened a FHSA when a transaction with an impact on his or her tax return has been carried out during the year.

For Québec residents, the new RL-32 slip is issued.

New lines - Income Tax and Benefit Return (Jump Code: J)

While a withdrawal from a FHSA is not included in your income if it is a qualifying withdrawal, a designated amount or an amount otherwise included in your income, the amount withdrawn from a FHSA is taxable in all other cases. In addition, contributions made during the year may be deducted.

As a result, the T1 general return introduces three new lines:

• Line 12905, First home savings account (FHSA) income;

• Line 12906, FHSA income – other;

• Line 20805, FHSA deduction.

For Québec residents, the following additions have been made:

• Code 19 has been added to Line 154, Other income;

• Line 215, FHSA deduction, has been added to the TP1 income tax return;

• Code 13 has been added to Line 250, Other deductions.

New custom Form 12905/12906 (Jump Code: 12905/12906)

The new custom Form 12905/12906 shows details of income included on lines 12905 and 12906.

New Schedule 15 (Jump Code: 15)

The new Schedule 15 must be completed if:

• a FHSA has been opened during the year;

• contributions have been made to the FHSA;

• a transfer from a Registered Retirement Savings Plan (RRSP) to a FHSA has been made;

• a designation of FHSA amounts has been made;

• a qualifying withdrawal from a FHSA has been made.

This schedule is also used to calculate the FHSA deduction available for the year and the unused FHSA contribution that can be carried forward to future years.

Addition of two custom sections

Two custom sections have been added to the bottom of Schedule 15 to track the taxpayer's FHSA:

• FHSA information;

• Calculation of an excess FHSA amount.

Form CFSUM (Jump Code: CFSUM)

A FHSA section has been added to carry forward balances available on Schedule 15.

Client letters

Client letters have been updated to include FHSA information.

Planner mode

In order for calculations to take into account the amount of deferred contributions and unused FHSA contributions that may be deducted in future years, custom lines have been added to Schedule 15.

Schedule 12, Multigenerational Home Renovation Tax Credit (MHRTC) (Jump Code: 12)

The Multigenerational Home Renovation Tax Credit (MHRTC) is a new refundable tax credit that can be claimed on the 2023 tax return by completing the new Schedule 12.

This new tax credit is intended for families wishing to create a second dwelling so that a senior or a disabled person can live close to a parent.

This second dwelling must accommodate a relative over the age of 65 or living with a disability. This may be a grandparent, a parent, a child, a grandchild, a brother or a sister, an aunt or an uncle, or a niece or a nephew.

The tax credit is 15% of the lesser of qualifying expenditures and $50,000, up to a maximum credit of $7,500 per qualifying renovation.

T4 Slip Summary (Jump Code: T4)

Box 45, Employer-offered dental benefits, has been added to the T4 Slip Summary to indicate the employee's dental insurance status.

For 2023, box 45 might be empty in certain situations.

Box 45 is shown for information purposes only; it does not affect any calculations on the return.

For more information: https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns/t4-information-employers/t4-slip.html.

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:

• No amount is carried over on the tax return and no provincial or territorial alternative minimum tax calculation is performed.

• The calculations do not take into account the amount of the alternative minimum tax carryover that may be claimed in 2024.

• The capital gains amount does not include the adjustments that are normally made on lines 22 to 27 of Form T691.

• 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.

• 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.

 

Québec

TP-1029.61.MD, Expenses Included in Rent at a Private Seniors’ Residence – Tax Credit for Home-Support Services for Seniors (Jump Code: Q1029.61.MD)

This new form contains the worksheet with respect to expenses included in the rent for a private seniors' residence, which was previously included in Part 1 of Schedule J.

The form is used to calculate the cost of home-support services for the individual who lived in a private seniors' residence, in the same way as in previous years. However, a second table has been added for cases of involuntary separation (when the taxpayer and the spouse both live in the residence, but separately), to detail the expenses included in the spouse's rent.

The amounts on lines 22 and 23 of Form TP-1029.61.MD are carried over to the same line numbers of Schedule J.

For more information, refer to the section on Schedule J and the Help of Form TP-1029.61.MD.

 

British Columbia

T1356, British Columbia clean buildings tax credit (Jump Code: T1356)

A new temporary tax credit, the British Columbia clean buildings tax credit, has been introduced for individuals undertaking qualifying retrofits that improve the energy efficiency of eligible commercial and residential buildings with four or more units in British Columbia. The tax credit is equal to 5% of eligible expenses. The retrofit must be completed before April 1, 2026, and be certified by the British Columbia Ministry of Finance to qualify. The credit amounts are then reported on form BC479.

 

Saskatchewan

T1279, Saskatchewan Mineral Exploration Tax Credit (Jump Code: T1279)

This credit was previously calculated in Form SK428. The CRA has added Form T1279 to calculate the credit or carry it back to previous years. The tax credit rate is increased to 30% for 2023 and subsequent taxation years.

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Modifications Made to Forms

Federal

ID, Identification and Other Client Information (Jump Code: ID)

In the Internal information for the preparer section, the CD-ROM option has been removed from the Delivery method drop-down list. If the CD-ROM option was selected in 2022, the Delivery method will be empty in 2023 once the client file is rolled forward.

Client Information (interview) (Jump Code: INFO)

The field The Québec TP1 return is applicable was added to section Other information. This field can be used when creating custom filters or diagnostics if needed.

CCH iFirm Tracking (Jump Code: Tracking)

CCH iFirm Taxprep Dashboard is now called CCH iFirm Tracking. To reflect this change, the Dashboard form has been renamed Tracking.

Schedule 3, Capital gains (or losses) (Jump Code: 3)

In its 2022 budget, the federal government introduced a new rule concerning property flipping. New subsection 12(12) of the Act provides that profits from property flipping of residential or rental property (defined in new subsection 12(13)) held for less than 365 consecutive days prior to the resale will be subject to full taxation. Accordingly, profits from property flipping are considered to be fully taxable business income and are not eligible for the 50% capital gains inclusion rate or the principal residence exemption. In addition, new subsection 12(14) provides that a taxpayer’s business loss with respect to property flipping is deemed to be nil.

Two lines have been added to Schedule 3 to indicate whether the taxpayer has disposed of a property to which this new rule applies and whether the disposition can reasonably be considered to have occurred because of or in contemplation of one of the life events to which the rule does not apply.

For more information on property flipping and the life events that are excluded from the rule, see the information on Schedule 3 and in the help section therein.

T2125, Residential and rental property flipping (Jump Code: 2125)

Starting in 2023, profits or losses resulting from a flipped residential or rental property owned for less than 365 consecutive days prior to it being resold are now deemed to be business income and must be reported on Form T2125 (Jump Code: 2125).

A check box has been added to Form T2125 to indicate that a flipped property has been reported. When this box is selected and the flipped property generates a loss, this loss will be deemed to be nil (the amount on line 9946 of Form T2125 will be equal to zero).

Schedule 6, Canada Workers Benefit (Jump Code: 6)

Effective July 2023, all taxpayers who claimed the Canada Workers Benefit (CWB) on line 45300 of their 2022 tax return (by filing Schedule 6) have received the Advanced Canada Workers Benefit (ACWB).

Taxpayers who received the ACWB in 2023 will receive a RC210 slip. The ACWB amounts entered on the RC210 slip will be carried forward to a new section (Step 4), which has been added to Schedule 6.

The ACWB amount received by the taxpayer and to be carried forward to line 41500 of the T1 return will not exceed the Canada Workers Benefit (CWB) amount calculated in Schedule 6. The calculation of the CWB amount to be carried forward to line 41500 of the T1 return is performed in the new section in Schedule 6.

In addition, box 11 has been added to the RC210 slip. This new box is used to indicate the portion of the disability supplement that is included in ACWB payments separately.

Since the CRA now automatically pays ACWB amounts to all qualifying taxpayers, the amounts of the ACWB payments that the taxpayer will receive will be calculated in a section that has been added to the RC210 slip. A paragraph has also been added to the letters to indicate the ACWB payment amounts to which the taxpayer is entitled.

T4A, Statement of Pension, Retirement, Annuity and Other Income (Jump Code: T4A)

Addition of box 15, Payer-offered dental benefits

In the 2023 budget, the government clarifies the implementation of the Canadian Dental Care Plan. The plan will cover dental care for uninsured Canadians with an annual family income under $90,000, while those with a family income under $70,000 will not have to pay a co-payment.

As a result, box 15, Payer-Offered dental benefits, has been added to the T4A slip to indicate whether the individual has access to dental coverage and, if so, whether it also covers the spouse and dependent children.

Modification to box 201, Repayment of COVID-19 financial assistance

Prior to 2023, the amount reimbursed for federal benefits related to COVID-19 was to be reported on line 23210, while the amount reimbursed for provincial and territorial benefits related to COVID-19 was to be reported on line 23200.

In 2023, with the elimination of line 23210, the reimbursed amount of federal benefits related to COVID-19 will also be included on line 23200.

This measure is reflected in the program as follows:

• Box 201 is no longer doubled;

• Box 201 is moved completely to line 23200;

• Line 23210 is deleted.

Worksheet for the return (Jump Code: FED CREDITS)

Following technical interpretation 2018-0753471E5 published on October 6, 2023, by the CRA, the calculations of the worksheet for line 45200 – Refundable medical expense supplement has been modified so that the adjusted family net income no longer includes the income from a spouse or common-law partner who died during the year.

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 2023 of qualifying capital property has increased to $485,595 (i.e., one half of the LCGE increased by indexation to $971,190 for 2023).

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:

• The limit on gains arising from dispositions in 2022 of qualifying capital property is $456,815 (one half of an LCGE of $913,630)

• The limit on gains arising from dispositions in 2021 of qualifying capital property is $446,109 (one half of an LCGE of $892,218)

• The limit on gains arising from dispositions in 2020 of qualifying capital property is $441,692 (one half of an LCGE of $883,384)

• The limit on gains arising from dispositions in 2019 of qualifying capital property is $433,456 (one half of an LCGE of $866,912)

• 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)

• The limit on gains arising from dispositions in 2016 of qualifying capital property is $412,088 (one half of an LCGE of $824,176)

• The limit on gains arising from dispositions in 2015 of qualifying capital property is $406,800 (one half of an LCGE of $813,600)

• The limit on gains arising from dispositions in 2014 of qualifying capital property is $400,000 (one half of an LCGE of $800,000)

• 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).

TP-80, Business or Professional Income and Expenses (Jump Code: Q80)

Line 122, Work in progress at the beginning of the fiscal period, has been removed from section Income and expenses of Form TP-80.

Until 2022, all expenses related to telecommunications, electricity, heating and water had to be reported on line 238 of the form.

Starting in 2023, line 238 will be used to report telecommunication expenses only. Electricity, heating and water expenses will be reported on the new line 239 of Form TP-80.

Passenger vehicles – Increase of the capital cost ceiling for passenger vehicles in respect of capital cost allowance and maximum monthly deductible leasing costs purposes

Effective January 1, 2023:

• 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;

• the $34,000 ceiling applicable to passenger vehicles (Class 10.1) will increase to $36,000 when such a vehicle is purchased after 2022;

• 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 following forms have been updated to reflect the new rates, effective January 1, 2023, 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.

 

Québec

Schedule C, Tax Credit for Childcare Expenses (Jump Code: QC)

Line 20, If you are entering expenses paid to a camp or boarding school, check box 20, has been removed from Schedule C.

Schedule J, Tax Credit for Home-Support Services for Seniors (Jump Code: QJ)

Part 1, which is used to calculate the cost of home-support services for an individual who has lived in a private seniors' residence, is now on the new form Expenses Included in Rent at a Private Seniors’ Residence (Jump Code: Q1029.61.MD). The fields 22 and 23 of Form TP-1029.61.MD will be carried over to the corresponding fields of Schedule J.

Schedule L, Business Income (Jump Code: QL)

Line 30, Montant des commissions qui proviennent d’une entreprise et que vous avez reçues après avoir cessé son exploitation, has been added to Schedule L.

For a self-employed person, the QPIP and QPP calculations are based on the taxpayer's business income for the year; the non-eligible commission income on line 30 therefore avoids increasing the income eligible for QPIP contributions (section A of Schedule R) and QPP contributions (workchart 445).

Client letters - Transmission of Form TP-726.20.2 (Jump Code: LW)

Form TP-726.20.2 is required and must be mailed when an additional capital gains exemption on certain resource properties is claimed. Client letters have been updated to reflect this requirement.

RL-1 slip (Jump Code: T4A)

Addition of an option to box RM, Self-employed commissions, of the RL-1 slip

The calculations of the Québec Parental Insurance Plan (QPIP) and the Québec Pension Plan (QPP) for a self-employed person are based on the taxpayer's business income for the year while the business was operating. Thus, commissions received when the business is no longer actively operated should not be included in the calculation of contributions. Section A of Schedule R (Jump Code: QR), used for calculating QPIP contributions, and Workchart 445, used for calculating QPP contributions, are both based on the amount on line 27 of Schedule L (Jump Code: QL). Entering non-eligible commission income on line 30 avoids increasing the income eligible for contributions.

To allow the amount on line 30 of Schedule L to be carried forward, an option has been added to box RM of the RL-1 slip.

TP-1.D, Income Tax Return (Jump Code: TP1)

Revenu Québec has added boxes 10, 10.1 and 10.2 to the TP-1.D return. Boxes 10 and 10.1 allow the taxpayer to register for notifications sent by text message or e-mail, while box 10. 2 is a consent indicator to receive online correspondence only. These boxes can be selected in section Registration for online correspondence from Revenu Québec that has been added to Form ID, Identification and Other Client Information (Jump Code: ID).

Please note that consent to receive notices of assessment and other documents in My Account (box 10.2) and notifications sent by text message or e-mail are not linked. It is possible to accept one and refuse the other. To opt out of notifications, the taxpayer must call Revenu Québec directly.

Client letters have been updated to reflect these additions. The content displayed in these letters will be based on the choice made in box 10, 10.1 or 10.2.

 

British Columbia

BC479, British Columbia Credits (Jump Code: BC 479)

A new section has been created on form BC479 to report the British Columbia clean buildings tax credits on the new form T1356. For more information, see the section of form T1356.

A new refundable tax credit, the British Columbia renter's tax credit, has been introduced for eligible individuals who rent and occupy a unit in British Columbia for at least six months in a calendar year. The credit is income-based: households with an adjusted income up to $60,000 will receive $400 and households with an adjusted income between $60,000 and $80,000 will receive a gradually reduced credit.

BC Family Benefit (Jump Code: PROV BEN)

Since July 1, 2023, an additional annual supplement of up to $500 will be provided to single-parent families.

 

Manitoba

MB428, Manitoba Tax (Jump Code: MB 428)

The basic personal amount has been increased to $15,000.

 

Yukon

Schedule 14, Yukon Government Carbon Price Rebate (Jump Code: YT S14)

The Yukon Government Carbon Price Rebate now includes the Yukon mining business carbon price rebate. This rebate can be claimed by a business using eligible Yukon mining assets. Part 2 of the schedule is now presented in table format. The first table calculates the Yukon mining business carbon price rebate, and the second calculates the Yukon general business carbon price rebate.

 

Northwest Territories

Cost-of-Living Offset (Jump Code: GSTC)

In 2023, changes have been made to the Cost-of-Living Offset (COLO) to reduce the carbon tax burden on residents living in different regions. Therefore, residents living in higher heating fuel use areas will receive higher COLO payments. The regional COLO has two parts:

• The baseline COLO amount to help offset direct and indirect effects of carbon tax, excluding carbon tax on heating fuel;

• An additional COLO amount based on zones (Zone A, Zone B and Zone C) to help offset the effect of the carbon tax on heating fuel costs.

In the program, the calculations consider the additional amount for Zone A residents. Zone B and Zone C residents will receive a higher additional amount.

 

Nunavut

Nunavut Carbon Credit (Jump Code: GSTC)

In Budget 2023, the Government of Nunavut announced the introduction of the new Nunavut carbon credit. It is a non-taxable amount paid to individuals and families to help offset the cost of the carbon tax. This amount is combined with the quarterly payment of the federal GST/HST credit.

 

New Brunswick

NB428, New Brunswick Tax and Credits (Jump Code: NB 428)

The government of New Brunswick has made changes to its tax brackets. There are now four tax brackets instead of five, divided as follows:

• 9.40% on taxable income of $47,715 or less;

• 14% on the portion of taxable income exceeding $47,715, but not exceeding $95,431;

• 16% on the portion of taxable income exceeding $95,431, but not exceeding $176,756;

• 19.50% on taxable income exceeding $176,756.

Benefit, Climate action incentive payment (Jump Code: GSTC)

Following the Government of New Brunswick's request, the federal pollution pricing fuel charge has been replacing the province's own fuel charge since 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 2023-2024: a double payment in October 2023 to return the projected proceeds from the July to September 2023 and the October to December 2023 periods, as well as 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 2024-2025.

 

Newfoundland and Labrador

NL479, Newfoundland and Labrador Credits (Jump Code: NL 479)

The physical activity tax credit rate has been increased from 8.7% to 17.4%. The maximum amount that can now be claimed per family for this credit is $348.

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Forms removed

Federal

• T1B, Request to Deduct Federal COVID-19 Benefits Repayment in a Prior Year

• T2039, Air Quality Improvement Tax Credit

• T2203 Schedule ON(S11) MJ, Ontario tuition and education amount

Québec

• TP1 Line 462, Senior's activity tax credit

Ontario

• Schedule ON(S12), Ontario seniors’ home safety tax credit

• ON63052, Ontario staycation tax credit

Saskatchewan

• Schedule SK(S12), Saskatchewan home renovation tax credit

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Electronic Filing

Due to its early release date, this version does not allow for electronic filing. The forms related to EFILE are under review in this version.

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Information about EFILE

Federal

Important dates

• February 5, 2024 – Opening of the system for electronic transmission of authorization requests.
• February 19, 2024 Opening of the EFILE On-Line transmission system.
• January 24, 2025 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:

1. Have a valid EFILE number and password; and
2. 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 19, 2024 – Opening of the NetFile Québec system.
• February 19, 2024 – Opening of the Refund Info-line system.
• January 17, 2025 – 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.

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Roll Forward

Rolling forward 2022 client files

Your 2022 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 2022.

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.

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Technical Information

Technical Changes

Conversion – Options and settings – CCH iFirm

The following options concerning CCH iFirm and CCH iFirm Portal are now retrieved when converting last year’s options and settings:

• Verify if there is data to synchronize when opening a client file;

• Enable digital signature;

• Get digital signature status information when opening client files.

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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.

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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 register to our Support Platform at https://support.cch.com/oss/canada and submit a support ticket 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).

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How to Reach Us

Support Ticket

https://support.cch.com/oss/canada

Telephone

1-800-268-4522

Web Site

https://support.wolterskluwer.ca/en/support//

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