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Release Notes

End of support for Windows 7 and Windows Server 2008 R2 SP1

As we have been announcing since November 2018 in several documents (Installation Procedures and texts on the Web sites), as well as in the e-mails sent on September 3 and December 3, 2019, our software applications ended support of Windows 7 and Windows Server 2008 R2 SP1 in November 2019.

For more information, consult our Knowledge Base article End of support for Windows 7 and Windows Server 2008 R2 SP1.

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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

Taxprep Forms is the most complete electronic library of income tax forms in Canada. Three versions are available: the Gold version includes more than 475 slips and forms issued by the Canada Revenue Agency (CRA) and Revenu Québec (RQ), while the Silver version includes nearly 220 and the Bronze version, nearly 20. To view the content of your version, access the Forms view of the program (by selecting Go/Forms). A list of the forms included in each version is also available in PDF format. You can consult this list on the Taxprep Forms Professional Centre, under the “Documentation” section, or on the Taxprep Web site, at https://wolterskluwer.ca/products/taxprep/taxprep-forms/.

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Installation and Versions

Before installing the program, please read the Installation Procedures which are included with the software package and that are also available in the Installation Procedures Help topic.

Based on the activation key you have entered when installing the program, you will have access to the Gold, Silver or Bronze version. To find out the type of version you have installed, select Help/About Taxprep Forms. You will find the information in the Additional Information area of the dialog box.

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Rolling Forward Preparer Profiles

Once your preparer profiles from last year are rolled forward to the current year, it is important to verify that the options defined with respect to your clients always correspond to your situation for the current season.

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Forms and Slips Coverage

The slips, RL slips and summaries included in Taxprep Forms 2019 normally apply to the 2019 taxation year. You can nonetheless use them if you need to file a slip for the 2020 taxation year before the 2020 versions of the slips are made available by government authorities.

Individual forms can be used until they are updated by the CRA or RQ. Note that the Taxprep e-Bulletin notifies you each time an updated or new form is made available in a program update.

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Opening Files and Rolling Files Forward

Client files with the .T19 extension

Client files with the .T19 extension that have been saved with Taxprep Forms 2018 can be opened with Taxprep Forms 2019 without having been rolled forward first. When opening that file, a dialog box displays and asks you if you want to recalculate the file with the current version. By answering yes, you can simply continue working in the file. If you answer no, the data in the file will be locked. It can be unlocked later using the Properties dialog box (File/Properties command).

Client files with an extension other than .T19

Client files with a .T16, .T17 or .T18 extension that have been saved with a 2016, 2017 or 2018 version of Taxprep Forms can also be opened with Taxprep Forms 2019 without having been rolled forward first. To open such a file, access the Open dialog box (File/Open command). Using the Look in: drop-down list, select the directory where the client file has been saved. Then, enter “*.*” in the “File name:” box and press Enter to display the list of client files. You can then select and open the client file you want to access. When opening the client file, a dialog box displays and asks you if you want to recalculate the file with the current version. By answering yes, you can simply continue working in the file. If you answer no, the data in the file will be locked. It can be unlocked later using the Properties dialog box (File/Properties command).

Rolling forward client files

To roll files forward with Taxprep Forms, select File/Roll Forward.

Taxprep Forms 2019 allows you to roll forward client files that were saved with the 2018 version of Taxprep Forms or Cantax FormMaster, which have the .T18 extension, as well as client files saved with Taxprep Forms 2019 or Cantax FormMaster 2019 that have the .T19 and .T20 extension.

Taxprep Forms 2019 also allows you to roll forward client files that were saved with a 2016 or 2017 version of Taxprep Forms or Cantax FormMaster. To do so, access the Roll Forward dialog box (File/Roll Forward command). Using the Look in: drop-down list, select the directory where the client file has been saved. Then, select “CCH Forms (*.T??)” in the “Files of type:” box to display the list of client files. You can then select and roll forward a client file.

Furthermore, Taxprep Forms 2019 allows you to roll forward the files saved with the AvanTax eForms application that have a .T18N extension and the files saved with Intuit’s ProFile FX application that have a .18X extension.

Attached notes

Note that the attached notes are rolled forward, unless this option is disabled in the data roll forward options.

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Electronic Filing

Taxprep Forms enables you to electronically transmit data from the T5013 return (Silver and Gold versions) and the following slips and RL slips:

Slip	Version
	Bronze	Silver	Gold
NR4		X	X
T3		X	X
T4	X	X	X
T4A	X	X	X
T4A-NR		X	X
T4RIF		X	X
T4RSP		X	X
T5	X	X	X
T2202		X	X
T5008		X	X
T5013		X	X
T5018		X	X
RRSP			X
RL-1 T4	X	X	X
RL-1 T4A	X	X	X
RL-1 T4ANR	X	X	X
RL-2 RIF		X	X
RL-2 RSP		X	X
RL-2 T4A		X	X
RL-3	X	X	X
RL-7		X	X
RL-8		X	X
RL-11		X	X
RL-15		X	X
RL-16		X	X
RL-18		X	X
RL-22		X	X
RL-24		X	X
RL-25		X	X
RL-27		X	X
RL-31	X	X	X

Specialized Returns

The returns listed below can also be filed electronically.

Return	Version
	Silver	Gold
T3D		X
T3GR	X	X
T3M		X
T3P	X	X
T3RI		X
T3S		X
T1061		X
T2000		X

Government requirements

At the federal level and in Québec, any filer filing more than 50 information slips of a same type must file the data electronically by Internet. Below that threshold, paper filing is accepted.

Taxation years covered

Revenu Québec only accepts electronic transmissions of the RL slips for the 2019 and 2020 taxation years. The CRA does not impose restrictions about the taxation year that can be processed.

Important dates for Internet transmission

Taxprep Forms 2019 complies with the latest Internet transmission requirements issued by government agencies. Files generated with Taxprep Forms 2019 can therefore be electronically transmitted:

• To the CRA, starting on January 6, 2020, (date on which the CRA reopens its Internet transmission service, which will be closed on December 22, 2019, for update purposes);
• To Revenu Québec, without any delay (as Revenu Québec’s Internet tran smission service has been updated on November 5, 2019).

CRA’s Web Access Code

If you already have a Web access code, you can use it to file your information returns for 2019 and subsequent years.

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Version 1.0 Content

Updates and Additions

To review the updates and additions contained in version 1.0 of Taxprep Forms 2019, consult the Updates and Additions table.

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Comments and Details

T3/RL-16 Data Entry Screen – Trust Income (Jump Code: T3)

Boxes G-5, Retiring allowance, G-6, Death benefit, and G-8, Single payment from an registered pension plan, in the Quebec (RL-16) column will now be calculated from boxes 47, Retiring allowance qualifying for transfer to an RPP or RRSP (included in box 26), 35, Eligible death benefits (included in box 26), and 46, Pension income qualifying for an eligible annuity for a minor, of the Federal (T3) column, respectively. If you had completed the slip with a previous version of the program, the amounts entered in boxes G-5, G-6 or G-8 will be retained as overridden amounts if they differ from the amounts entered in boxes 47, 35 or 46, respectively.

Custom boxes 26¹, Other income (box 31), and 26², Other income (total of boxes 35, 46 and 47), were added to the entry screen so that the income from boxes 31, Qualifying pension income (included in box 26), 35, 46, and 47 refer to box 26, Other income, on Form T3. As a result, box 26, Other income, on the entry screen has been replaced by custom box 26³, Other income (excluding boxes 31, 35, 46 and 47). If you had completed the slip with a previous version of the software, the result of box 26 minus the total of boxes 31, 35, 46, and 47 will be reflected in the new box 26³.

T3/RL-16 – Trust Income (Jump Code: T3)

Boxes C11, Actual amount of eligible dividends – after 2017 and before March 28, 2018, C12, Actual amount of eligible dividends after March 27, 2018 and before 2019, C21, Actual amount of ordinary dividends – after 2017 and before March 28, 2018, and C22, Actual amount of ordinary dividends – after March 27, 2018 and before 2019, have been deleted. Boxes K-1, Split income – Foreign income tax on business income, and L-1, Split income – Foreign income tax on non-business income have been added.

T4/RL-1 Data entry screen – Employment income (Jump Code: T4)

A diagnostic has been added in the “Information to report – Other” section with respect to security option deductions under section 725.2 or 725.3 of the Taxation Act (boxes L-9 or L-10), to warn you that the amount of the security option deduction may be deemed nil in certain circumstances. For more information, please consult the Help of the form.

T4 Slip – Statement of Remuneration Paid

The following boxes have been deleted as they are no longer useful for filing a T4 slip for the 2019 taxation year:

• box 68, Status Indian (exempt income) - Eligible retiring allowances;
• box 70, Municipal officer's expense allowance.

T4PS/RL-25 Data entry screen – Payment from an EPSP (Jump Code: T4PS)

Boxes A11, Actual amount of eligible dividends (January 1 to March 27, 2018) (included in box A1), A12, Actual amount of eligible dividends (March 28 to December 31, 2018) (included in box A1), A21, Actual amount of other than eligible dividends (January 1 to March 27, 2018) (included in box A2) and A22, Actual amount of other than eligible dividends (March 28 to December 31, 2018) (included in box A2) have been deleted.

T5/RL-3 Data entry screen – Investment (Jump Code: T5)

Before 2018, the tax on split income (TOSI) only applied to individuals under the age of 18. Under the new rules that came into effect in 2018, the tax on split income now applies to individuals age 18 or older.

In general terms, these rules can apply to dividends, interest or capital gains received either directly or indirectly through a partnership or a trust (other than a mutual fund trust). The rules may vary depending on whether the individual is under the age of 18, between 18 and 24 or more than 24. For more information on this topic, consult the Help of the T3 slip.

Although the CRA has not added any boxes to the T5 slip to indicate income subject to the tax on split income, custom boxes have been added to enter the income split amount when preparing slips. If you use the Print Slips (Ctrl + L) command, this information is printed below the “Recipient’s name (last name first) and address – Nom, prénom et adresse du bénéficiaire” box.

In addition, boxes A11, Actual amount of eligible dividends (January 1 to March 27, 2018) (included in box A1), A12, Actual amount of eligible dividends (March 28 to December 31, 2018) (included in box A1), A21, Actual amount of other than eligible dividends (January 1 to March 27, 2018) (included in box A2) and A22, Actual amount of other than eligible dividends (March 28 to December 31, 2018) (included in box A2) have been deleted.

In addition, when the beneficiary is not an individual, the identification number in box 22 of the form must now include the account number (i.e.: RC0001) in addition to the business number. If you open a file prepared with a prior version of the program, the value will be retained, and a diagnostic will prompt you to add the account number.

T101/RL-11 – Resource Expenses (Jump Code: T101)

Boxes D-1, Québec exploration expenses that give entitlement to an additional deduction of 10%, D-2, Québec exploration expenses that give entitlement to an additional deduction of 25%, E-1, Québec surface mining exploration expenses or oil and gas exploration expenses that give entitlement to an additional deduction of 10% and E-2, Québec surface mining exploration expenses or oil and gas exploration expenses that give entitlement to an additional deduction of 25%, have been deleted. Box B 2, Accelerated Canadian development expenses, has been added. For more information on the calculation of the deduction, contact Revenu Québec.

T2202 – Tuition and Enrolment Certificate (Jump Code: T2202)

Form T2202A, Tuition and Enrolment Certificate, has been renumbered T2202. This new form must be used for 2019 and subsequent years registration months and must be filed electronically with the CRA. Flying schools and clubs will now report information on Form T2202 all of the information that was previously reported on Form TL11B, which has been eliminated. Form T2202 contains, for the most part, the same information as Form T2202A in addition to the following information to be completed in the “Educational Institution” section of Form T2202/RL8, Issuer’s Identification, i.e., the school type, the filer’s account number as well as the authorized officer’s telephone and extension number. In the case of a flying school or club, the type of course must also be indicated in the "Filing detail" section of the data entry screen. EFILE diagnostics were also added to help you complete all information required for EFILING.

T5008 / RL-18 – Data Entry Screen - Statement of Securities Transactions

When the beneficiary is not an individual, the identification number in box 12 of the form must now include the account number (i.e.: RC0001) in addition to the business number. If you open a file prepared with a prior version of the program, the value will be retained, and a diagnostic will prompt you to add the account number.

T1163 – Statement A – AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals (Jump Code: T1163)

T1164 – Statement B – AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Additional Farming Operations (Jump Code: T1164)

The list of codes used to complete the Income and Expenses sections of Forms T1163 and T1164 was updated in accordance with the changes made by the CRA in the Commodity List and in the program payments list of Guide RC4060, Farming Income and the AgriStability and AgriInvest Programs Guide. At the time of this update, several codes were removed from those lists. If you had completed either of those forms in a previous version of the program, the removed codes will not be updated, and valid codes will need to be entered to replace them.

T2091(IND) – Designation of a Property as a Principal Residence by an Individual (Other than a Personal Trust) (Jump Code: T2091)

This form is for an individual (other than a personal trust) who wants to designate a property as a principal residence. This form is also used to calculate the capital gain resulting from the disposition of the principal residence.

T2091(IND)-WS – Principal Residence Worksheet (Jump Code: T2091WS)

This worksheet must be completed together with Form T2091(IND), Designation of a Property as a Principal Residence by an Individual (Other than a Personal Trust), or Form T1255, Designation of a Property as a Principal Residence by the Legal Representative of a Deceased Individual, to calculate the reduction as a result of the capital gains election for the 1994 tax year.

T5013/RL-15 – Data Entry Screen – Partnership Income

The following additional information codes have been deleted as they are no longer useful for filing an RL-15 slip for the 2019 taxation year:

• box 6a1, Actual amount of eligible dividends (January 1 to March 27, 2018);
• box 6a2, Actual amount of eligible dividends (March 28 to December 31, 2018);
• box 6b1, Actual amount of ordinary dividends (January 1 to March 27, 2018);
• box 6b2, Actual amount of ordinary dividends (March 28 to December 31, 2018);
• box 11-2, Reserve related to qualified farm property;
• box 32-1, Québec exploration expenses that qualify for the additional deduction of 10%;
• box 32-2, Québec exploration expenses that qualify for the additional deduction of 25%;
• box 33-1, Québec surface mining and oil and gas exploration expenses that qualify for the additional deduction of 10%;
• box 33-2, Québec surface mining and oil and gas exploration expenses that qualify for the additional deduction of 25%;
• box 62-1, Québec exploration expenses that qualify for the additional deduction of 10%;
• box 62-2, Québec exploration expenses that qualify for the additional deduction of 25%;
• box 63-1, Québec surface mining and oil and gas exploration expenses that qualify for the additional deduction of 10%;
• box 63-2, Québec surface mining and oil and gas exploration expenses that qualify for the additional deduction of 25%.

The additional information fields related to code 11-1, Reserve related to qualified farm property, and code 11-2, Reserve related to qualified fishing property, have been merged and replaced by code 11-1, Reserve related to qualified farm or fishing property.

The following additional information codes have been added for filing an RL-15 slip for the 2019 taxation year:

• box 3-4, Split income - Net Canadian and foreign rental income;
• box 4-5, Split income - Net foreign rental income;
• box 7-2, Split income - Interest and other investment income from Canadian sources;
• box 12-9, Split income - Other capital gain;
• box 29-2, Accelerated Canadian development expenses;
• box 30-1, Accelerated Canadian oil and gas property expenses;
• box 61-2, Accelerated Canadian development expenses.

T3010 – Registered Charity Information Return (Jump Code: T3010)

The following elements have been deleted:

• Lines 5030, 5031 and 5032 in Section C;
• Line 5030 in Schedule 6;
• Parts 2 and 3 in Schedule 7.

TP-985.22 – Information Return for Registered Charities and Other Donees (Jump Code: TP98522)

Lines 37.4, 58.1, 59 and 59.1 have been deleted.

T5013 Schedule 8 – Partnership’s Capital Cost Allowance Schedule (Jump Code: T5013S8)

TP-600 Schedule B – Capital Cost Allowance (Jump Code: TP600AB)

A number of changes have been made to these forms to present the CCA calculation under the rules for Accelerated Investment Incentive Properties (AIIP) and Zero-emission Vehicles (ZVEs).

The following columns have been added to Form T5013 Schedule 8:

• column 4, Cost of acquisitions from column 3 that are accelerated investment incentive property (AIIP) or zero-emission vehicles (ZEV);
• column 6, Amount from column 5 that is assistance received or receivable during the fiscal period for a property, subsequent to its disposition;
• column 7, Amount from column 5 that is repaid during the fiscal period for a property, subsequent to its disposition;
• column 10, Proceeds of disposition available to reduce the UCC of AIIP and ZEV;
• column 11, Net capital cost additions of AIIP and ZEV acquired during the fiscal period;
• column 12, UCC adjustment for AIIP and ZEV acquired during the fiscal period.

In addition, former column 7, 50% rule, of this form has been renamed UCC adjustment for property acquired during the fiscal period other than AIIP and ZEV.

The following columns have been added to Form TP-600 Schedule B:

• column C.1, Cost of AIIP acquired in the taxation year;
• column F.1, Proceeds of dispositions available to reduce the capital cost of AIIP acquired in the taxation year;
• column F.2, Net capital cost of AIIP acquired during the taxation year;
• column F.2.1, Multiplier;
• column F.3, UCC adjustment for AIIP acquired during the taxation year.

In addition, former column G, Reduction, of this form has been renamed UCC adjustment for non-AIIP acquired during the taxation year.

As a result of these changes, the lines Assistance received during the year for property after it is disposed of and Amount repaid during the year for property after it is disposed of, have been added to Forms T5013 General CCA (Jump Code: T5013CCAR), T5013 Leasehold CCA, CCA class 13 (leasehold improvements) (Jump Code: T5013CCALI) and T5013 Vehicle CCA, CCA class 10.1 (passenger vehicles) (Jump Code: T5013CCAV).

In addition, the lines Proceeds of disposition available to reduce AIIP or ZEV additions, Net capital cost additions of AIIP or ZEVs acquired during the year and UCC adjustment for AIIP or ZEVs acquired during the year have been added to Forms T5013 General CCA. Line ½ of net additions minus the adjustment for additions of the accelerated investment incentive property has been renamed UCC Adjustment for property (other than AIIP or ZEVs) acquired during the year.

T5013 General CCA – General CCA classes (Jump Code: T5013CCAR)

The amount on line Additional CCA of 30% calculated on acquisitions of the current fiscal year claimable in the next fiscal year in the Classes 14, 14.1, 43.1, 43.2, 44, 50 and 53 only section of this form is now calculated.

RC1 – Request for a Business Number and Certain Program Accounts (Jump Code: RC1)

As a result of the update of Form RC1 by the CRA, Section “Part G, Requesting a charity program account (RR)” has been added.

RC66 - Canada Child Benefits Application (Jump Code: RC66)

Many changes have been made to this form when it was updated. In the “Step 2 - Your address” section, the CRA added the question Have you moved from a different province or territory within the last 12 months? as well as the check box Same as the mailing address, which should be selected when this address is the same as the home address. In the “Step 6 – Information about the child(ren)” section, the CRA added the question Does the child live with you all the time? If this is the case since the birth of the child, you can select the new box Since birth. If you completed the form with a prior version of the program and if the child’s date of birth is the same date as the date the taxpayer became the primary person responsible for the care and upbringing of the child, the check box Since birth will be automatically selected. The CRA also added the statement If yes, enter the date you started sharing custody of the child in this section. Finally, the “Step 5 - Newcomer or returning resident of Canada” section has also been added to the form.

RC66 SCH – Status in Canada and Income Information (Jump Code: RC66SCH)

When this form was updated, the lines Applicant’s name and Spouse or common-law partner’s name in the “Step 1 - Your information” section, have been respectively replaced by the lines First name and Last name and lines Your spouse or common-law partner’s first name and Your spouse or common-law partner’s last name. The CRA has also added the check box Select this box if your spouse or common-law partner does not have a SIN to this section.

MR-69 – Authorization to Communicate Information or Power of Attorney (Jump Code: MR69)

As per Revenu Québec requirements, the 2D bar code is no longer generated when some minimal validations are not met. The corresponding diagnostics have been reclassified in the “Bar code” group. A diagnostic has also been added to advise the preparer that the bar code will not be generated when printing the form as long as the adjustments are not made. Please note that the absence of a 2D bar code may cause processing delays from Revenu Québec.

TP-274-V – Designation of Property as Principal Residence (Jump Code: TP274)

This form is for an individual (other than a personal trust) who wants to designate a property as a principal residence. This form is also used to calculate the capital gain resulting from the disposition of the principal residence.

TP-274.S-V – Reduction of the Capital Gain Deemed to Have Been Realized on a Principal Residence (Jump Code: TP274S)

This form must be completed if a capital gain deemed to have been realized on the disposition of a principal residence on February 22, 1994, has been claimed. Form TP-274-V, Designation of Property as Principal Residence, must be completed first and attached to Form TP-274.S-V.

Client Letter – Worksheet (Jump Code: LW)

A paragraph has been added to the « RL-1 Slip » section of the Filing (Slips and RL slips) letter in order to indicate the payment or refund on Form Summary 1, RL-1 Summary – Summary of Source Deductions and Employer Contributions (Jump Codes: RL1SUM T4 and RL1SUMT4A).

Changes to the mailing addresses of certain forms

The mailing address for the following forms has been changed:

• CPT16, Application to Exempt Self-Employed Earnings from the Canada Pension Plan for Religious Reasons (Jump Code: CPT16)
• T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non Residents (Jump Code: T1261)

Refer to the forms for the exact mailing address for each form.

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Future Updates

During 2020, Taxprep Forms 2019 will be the subject of several form updates which you will be able to download from the Internet or obtain on CD-ROM. The following table provides you with an overview of the delivery methods for this version and future updates. Note that commencing with version 2019 of Taxprep Forms, five versions of the program will be released each year.

Version	Release	Download	CD-ROM
Version 1.0	December 2019	Bronze Silver Gold	Bronze Silver Gold
Version 2.0	February 2020	Bronze Silver Gold
Version 3.0	March 2020	Bronze Silver Gold	Silver Gold
Version 4.0	May 2020	Bronze Silver Gold
Version 5.0	July 2020	Bronze Silver Gold	Gold

 

Each time a new version or update becomes available for download, a notification is shown on the Professional Centre. You then have two options:

• You can access the downloadable products directly from the Taxprep Forms Professional Centre. To benefit from this option, enter your user name and password in the Professional Centre panel in the “Electronic Services” section of the Options and Settings dialog box.
• You can access the Taxprep Forms downloads page from the https://wolterskluwer.ca/products/taxprep/ Web site, by clicking Download.

Please note that you are not required to install one of the previous versions of Taxprep Forms 2019 to be able to install updates and subsequent versions. Also, when launching the installation, any prior version will be detected, if appropriate. With a prior version installed, updating Taxprep Forms will be performed more rapidly.

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Technical Information

Technical Changes

We are proud to present the many technical changes to the enhanced version of Taxprep Forms. We are convinced that you will be pleased with these changes.

Enhancements to the user interface

The following enhancements have been made to the interface to refine the display of the many Taxprep Forms views:

• A single toolbar: The Standard and Advanced toolbars have been merged into a single toolbar that is always displayed which content adjusts according to the view selected. This new toolbar also provides new buttons with a more intuitive design.
• Access to the views: The shortcut bar that was available on the left side of the main screen of Taxprep Forms was replaced by the button. When you click this button, a menu displays to allows you to select the desired view.
• Zoom: The tool allowing you to resize the form is now available in the right corner of the status bar.
  
  To know how to use this tool, consult the page Customize Form Display.
  The selected zoom factor will apply only to the forms. The Xpress tool and the diagnostics pane possess options allowing you to apply a zoom factor different from the one set for the display of forms.
• AutoText: To facilitate the entry of data, which is sometimes repetitive, a list of AutoText suggestions in alphabetical order now displays from an alphanumeric field for which such list exists. Start entering an alphanumerical value and, if a list displays, click the value that you want to insert in the cell.

Standardized presentation of information in the views

In addition to the Client Manager, Form Manager, EFILE Log view and EFILE Archives view, the following views are also presented in tables:

• Print Formats view 
• Preparer Profiles view 
• Filters and Diagnostics view 
• Letters and Labels view 
• Rate Tables view 
• Advanced Network view (available with the Advance Network version)

Therefore, the functionalities available in these views to display, order and filter the information are identical. The following enhancements have been made to certain of the functionalities:

• the search is performed from the search box or by using the Ctrl+F shortcut. For more information on this topic, consult the page Search Through Views.
  
• the grouping area located at the top of the view is no longer displayed at all times. To group the content of a view according to a column, click the Group button, and drag the column header to the grouping area displayed. To ungroup , click the Ungroup button.
• the filters available on the column headers now provide more criteria to allow you to quickly find the information you are searching for. As a result, in the Values tab, you can enter the text you are searching for in the list to find the one that you want to use as a search criterion. A second tab is also available to allow you to use advanced filter functions. For more information, consult the page Filter Based on the Content of One Column.

As mentioned above, the Print Formats, Letters and Labels and Filters and Diagnostics views are now presented in tables. In addition to taking advantage of the functionalities listed above, this new way of presenting information provides you with a way to order templates per template types, i.e. predefined or customized. As a result, the customized templates are displayed first in the view as they are the most frequently used templates.

Information on client files in the Open dialog box

The information on the client file displayed in the Open dialog box have been modified. Only the name of the corporation and the business number are now displayed in the dialog box, and this information is located above the name of the file.

To quickly review the information on the client files such as the return status the taxation year end and the various EFILE statuses, use the Client Manager. The Client Data filter allows you to obtain this information at a glance.

Letter Editor: more editing tools available

The following have been enhanced in the Letter Editor used to define the content of letter templates. It also allows you to format and layout the letter.

• Tables: You can now add one or more tables in a letter template to display data on lines and in columns. For more information on tables, consult the page Add or delete a table.
• Review comments: You can now add comments to a letter template to enter any information, suggestion or question to be communicated to your colleagues responsible for updating or reviewing the letter template. For more information on review comments, consult the page Add, edit or delete comments.
• Formatting tools: For more information on the many tools provided in the Letter Editor consult the page About the Letter Editor.

Xpress and Diagnostics pane: easier-to-use tools

You can now float the Xpress tool panel or the diagnostics pane to move it. It can be moved to another screen to facilitate data entry in the main screen. To do so, in the toolbar, click the Xpress button or the Diagnostics button, then click Float and move the panel to the other screen. Consult the video for a demonstration of the floating pane.

Options to resize the text, the zoom in and the zoom out  have been added to the Xpress tool and the diagnostics pane. For more information on these options, consult the pages Customize the Xpress List Display and Customize Diagnostics Display.

In addition, as it is now possible to float the Xpress tool panel, the Browse toolbar has been removed from the Display/Toolbar menu.

Changes relating to diagnostics

As the information in the diagnostics pane is presented in a table, a grouping area located in the top portion of the pane, where you can group the content of the pane according to a column, is also available. To group content in the diagnostics pane according to a column (for example, the Type), click the Group  button, then drag the column header to the displayed grouping area.

Diagnostics are ordered by group and each group is presented in a separate table. The name of the group as well as the number of diagnostics are indicated on tabs:

• The Take Action tab displays the diagnostics issued by Taxprep Forms on which no action has yet been taken.
• The Reviewed tab displays the diagnostics that were reviewed during a first or second revision.
• The Ignored tab displays the diagnostics that were ignored during a first or second revision.

Precisions relating to diagnostics

• An annotated diagnostic with the or indicators which is resolved remains in the Reviewed tab; however, the colour of the indicators displayed in the Annotation column is modified ( or ).
• The diagnostic indicator for a tax cell is no longer displayed when the diagnostics issued for that cell are annotated and no other diagnostic applies to this cell. Therefore, the diagnostic(s) display before the return is printed.

Help tools: easier to access

online help centre

Taxprep Forms provides you with an online Help Centre containing tax and technical information pages that will answer your various questions and will help you efficiently use Taxprep Forms. When you consult the Help, the relevant help topic will display in your computer's default Web browser.

You can use the search box located in the top right corner of the page at any time to obtain information on a specific topic.

In addition to providing regularly updated tax and technical information, the Help Centre contains support information (such as troubleshooting memos and frequently asked questions) and provides useful links to the CRA and Revenu Québec Web sites and certain help centres of software programs integrated with Taxprep Forms.

Professional centre

The Professional Centre now displays in your computer's default Web browser. This allows you to consult the Professional Centre in another screen while continuing to work in Taxprep Forms. Make sure that you enter your CCH services username and password in the options and settings of Taxprep Forms to take advantage of the services available in the Professional Centre.

Folder location

The location of certain folders related to Taxprep Forms that were in the CCH folder is now in the Wolters Kluwer folder. As a result, during installation, Taxprep Forms will prompt you for a different location for the following:

• the Taxprep Forms installation folder,
• the database and the transmission files,
• the templates, and

Notes: The folder initially suggested when opening a client file will be Wolters Kluwer. For example,: C:\Users\WindowsUserName\Documents\Wolters Kluwer\T2 Taxprep\Client. You can define a default folder in the Options - File Locations panel of the options and settings. The default folder suggested during roll forward of client files is the client file folder defined in Taxprep Forms 2018. For example: C:\Users\WindowsUserName\Documents\CCH\T2 Taxprep 2018\. The default folder suggested during templates conversion is the templates folder defined in Taxprep Forms 2018. For example: C:\Users\WindowsUserName\Documents\CCH\T2 Taxprep 2018\.

Enhancements to the Advanced Network view (available in the Advanced Network version)

Like the Client Manager, the Form Manager and the various templates views, the Advanced Network view is now presented in a table. You can take advantage of the different functionalities available in those views to customize the display according to your requirements and perform searches.

The Advanced Network view is split into two portions that allow you to view, add, delete and define properties for the users and groups:

• The upper portion relates to user groups.
• The lower portion relates to users: by selecting a group in the upper portion of the view, the users associated with this group are displayed in this location.

For more information related to the Advanced Network version, consult the About the Advanced Network View topic.

Advanced settings

Modification to the Taxprep Development Toolkit

The guide Taxprep Development Toolkit Instructions and Excel file Taxprep Forms Development Toolkit Demo are only available in the online Help Centre.

Certain changes were made to the Taxprep development toolkit. It is important to read the Taxprep Development Toolkit Instructions topic and modify the properties and features in your applications in order for them to operate correctly. Here is an overview of the main changes.

Differences between Taxprep Forms Classic 2018 and Taxprep Forms 2019 (enhanced version):

• ITaxprepLicenceManager from the classic version becomes ITaxprepLicenseManager in the enhanced version;
• ITaxprepCell.Value from the classic version becomes ITaxprepCell.GetValue() and ITaxprepCell.SetValue() in the enhanced version;
• modifications were made to all <Enum> in the enhanced version;
• the ProgID now follow the following naming structure: Product.Type.Version (for example, TaxprepCom2018.Taxprep2018TFReturn from the classic version becomes TaxprepTF.Return.2019 in the enhanced version).

A section was also added to the help topic, in which is provided an explanation on how to use the Taxprep development toolkit from a .NET application.

Silent Installation

You can now install Taxprep Forms silently using the Windows command prompt. For more information on the silent installation, consult the page Silent Installation.

Excel Add-in for Taxprep

A new version of the Excel Add-in for Taxprep is available. This new version is required to use the Excel Add-in for Taxprep with the enhanced version of Taxprep Forms.

The installation of this new version requires that you uninstall the old version of the Excel Add-in for Taxprep. Uninstall is supported by the new Excel Add-in for Taxprep installation wizard.

For more information with regards to the Excel Add-in for Taxprep, consult the Excel Add-in for Taxprep topic.

Software integrations

other integrations

• Integration with the CCH Accountants' Suite: Integrations with the CCH Document On-Premise and CCH Portal programs are available with Taxprep Forms.

Modifications in the options and settings

The Apply button has been removed from the Options and settings dialog box. You must now make your modifications in the different panels and click the OK button.

The option to select the paper orientation when printing labels has been removed from the Labels/Format panel.

Changes to the location of mandatory information on Québec forms

In accordance with Revenu Québec requirements, certain mandatory information to identify the entity (taxpayer, corporation or trust) will now print at the bottom of each Revenu Québec form.

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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 or the Knowledge Base 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.

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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 Taxprep Forms. If you want to review your subscription to Taxprep e-Bulletin, visit https://wolterskluwer.ca/products/taxprep/ and, in the Existing Taxprep Customers section, click Support. In the Support menu, select Taxprep e-Bulletin. Click Newsletter Manager in the Taxprep e-Bulletin section. You can also send an e mail to cservice@wolterskluwer.com to indicate the products for which you want 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

E-mail

Customer Service:
cservice@wolterskluwer.com

Tax and Technical support:
csupport@wolterskluwer.com

Telephone

1-800-268-4522

Web Site

https://wolterskluwer.ca/products/taxprep/

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