Release Notes

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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 2020 normally apply to the 2020 taxation year. You can nonetheless use them if you need to file a slip for the 2021 taxation year before the 2021 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 .T20 extension

Client files with the .T20 extension that have been saved with Taxprep Forms 2019 can be opened with Taxprep Forms 2020 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 .T20

Client files with a .T17, .T18 or .T19 extension that have been saved with a 2017, 2018 or 2019 version of Taxprep Forms can also be opened with Taxprep Forms 2020 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 2020 allows you to roll forward client files that were saved with the 2019 version of Taxprep Forms or Cantax FormMaster, which have the .T19 extension, as well as client files saved with Taxprep Forms 2020 or Cantax FormMaster 2020 that have the .T20 and .T21 extension.

Taxprep Forms 2020 also allows you to roll forward client files that were saved with a 2017 or 2018 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 2020 allows you to roll forward the files saved with the AvanTax eForms application that have a .T19N extension and the files saved with Intuit’s ProFile FX application that have a .19X 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 2020 and 2021 taxation years. The CRA does not impose restrictions about the taxation year that can be processed.

Important dates for Internet transmission

Taxprep Forms 2020 complies with the latest Internet transmission requirements issued by government agencies. Files generated with Taxprep Forms 2020 can therefore be electronically transmitted:

• To the CRA, starting on January 11, 2021, (date on which the CRA reopens its Internet transmission service, which will be closed on December 22, 2020, for update purposes);
• To Revenu Québec, without any delay (as Revenu Québec’s Internet transmission service has been updated on November 9, 2020).

CRA’s Web Access Code

If you already have a Web access code, you can use it to file your information returns for 2020 and subsequent years.

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Version 3.0 Content

Updates and Additions

To review the updates and additions contained in version 3.0 of Taxprep Forms 2020, consult the Updates and Additions table.

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Version 3.0 – Comments and Details

CO-359.10, Flow-Through Shares Information Return (Jump Code: CO35910)

As a result of the latest update of the CO-359.10 form, the option on line 28, Cheque or money order enclosed in Part 5 has been deleted. In addition, former Part 7, Expenses that may be renounced, has been removed and replaced by the new Part 7, Amount payable to calculate the amount payable and enclose this amount with the CO-359.10 return.

CPT1, Request for a CPP/EI Ruling – Employee or Self-Employed? (Jump Code: CPT1)

As result of an update, Form CPT1 has been completely redesigned. For example, among the many changes, taxpayers are now required to answer the new question Why do you want a ruling? in Part A – Request. Therefore, we strongly suggest that you review the entire form before submitting it.

RC199, Voluntary Disclosures Program (VDP) Application (Jump Code: RC199)

Following the update of this form, Part E – For disclosures identifying shares of non-resident corporations (other than foreign affiliates) was removed from Section 6.

T777, Statement of Employment Expenses and T777S, Statement of Employment Expenses for Working at Home Due to COVID-19 (Jump Code: T777)

This year, two versions of the form are available, i.e. the long version (T777), and the short version (T777S). When opening the T777 form, you will be required to choose whether you want to complete Form T777 or T777S (the long version of the form will be selected by default). The correct form will be displayed once you have made your selection. Note that the short version should only be used for taxpayers who worked from home in 2020 due to COVID 19.

TL2, Claim for Meals and Lodging Expenses (Jump Code: TL2)

The meal allowance has been increased from $17 to $23 when using the simplified method. This increase is retroactive to January 1, 2020.

TP-59, Employment Expenses of Salaried Employee and Employees Who Earn Commissions and TP-59.S, Expenses Related to Working Remotely Because of the COVID-19 Pandemic (Jump Code: TP59)

This year, two versions of the form are available, i.e. the long version (TP-59), and the short version (TP-59.S). When opening the TP-59 form, a new option will be presented to allow you to choose which form you want to complete. The T777 form should ideally be completed before TP-59 because several values come from it, such as the choice of the form to complete, which will be the long version by default. Note that the short version should only be used for taxpayers who worked from home in 2020 due to COVID 19.

TP-1079.PN, Disclosure of a nominee agreement (Jump Code: TP1079PN)

Form TP-1079.PN, Disclosure of a nominee agreement, has been added to the program. This form is for any who are required to disclose a nominee agreement concluded as part of a transaction or series of transactions or if you are a member of a partnership that is party to such an agreement.

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Version 2.0 Content

Updates and Additions

To review the updates and additions contained in version 2.0 of Taxprep Forms 2020, consult the Updates and Additions table.

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Version 2.0 – Comments and Details

FP-2189, General GST/HST and QST Rebate Application (Jump Code: FP2189)

Form FP-2189 has been added to the program. This form, which is to be used by anyone wishing to claim a GST/HST and QST rebate, replaces Forms FP-189, General GST/HST Rebate Application (Jump Code: FP189) and VD-403, General Application for a Québec Sales Tax Rebate (Jump Code: VD403) that have been removed. Note that when the information requested was the same between the two removed forms, information in the FP-189 form will be retained in the new form and data in the VD-403 form are then carried over when necessary. Therefore, we strongly suggest that you review the entire form before submitting it.

PD27, 10% Temporary Wage Subsidy Self-identification Form for Employers (Jump Code: PD27)

Form PD27, which allows you to identify the amount of temporary wage subsidy (TWS) of 10% of the remuneration paid from March 18 to June 19, 2020, has been added to the program. Diagnostics have also been added to make sure that the amount of TWS claimed does not exceed the following limits: $25,000 per employer; $1 375 per eligible employee and 10% of the remuneration paid per pay period. In addition, custom Section Reconciliation of the T4 Summary and PD27 form has been added to the T4 Summary (Jump Code: T4SUM) to adjust the overpayment or balance due in the customer letter when the difference is explained by an amount of TWS applied as a reduction of the 2020 payroll remittances. This section has no impact on the information transmitted to the government.

RL-1 Summary, Summary of Source Deductions and Employer Contributions (Jump Codes: RL1SUM T4, RL1SUM T4A, RL1SUM T4ANR)

LE-34.1.12, Reduction of the Contribution to the Health Services Fund: Creation of Specialized Jobs (Jump Code: LE34112)

The measure relating to the reduction of the contribution to the health services fund for the creation of specialized jobs was applicable until 2020. Therefore, Form LE-34.1.12 should not be completed for 2021. In addition, lines 37a to 37c have been removed from the temporary RL-1 Summary.

T2058, Election on Disposition of Property by a Partnership to a Taxable Canadian Corporation (Jump Code: T2058)

The Eligible capital property subsection in the Information on the property disposed of and consideration received section has been removed.

T2059, Election on Disposition of Property by a Taxpayer to a Canadian Partnership (Jump Code: T2059)

The Eligible capital property subsection in the Information on the property disposed of and consideration received section has been removed.

T2200, Declaration of Conditions of Employment, and T2200S, Declaration of Conditions of Employment for Working at Home Due to COVID-19 (Jump Code: T2200)

Forms T2200 and T2200S can now be imported into Personal Taxprep. Therefore, the social insurance number remains at the top of the form to allow for this import. However, you should be aware that this option will not be available until version 2.0 of Personal Taxprep, which is scheduled to be released on February 17.

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

Some of the fields that were used when filing the T3010 return have been removed for the 2020 and 2021 taxation years as they were obsolete. Indeed, the field of statement C5, Public policy dialogue and development activities, in Section C, Programs and general information has been removed. In addition, the field used to describe the charity's public policy dialogue and development activities in the Public policy dialogue and development activities – Schedule 7 section has also been removed.

TP-614, Transfer of Property to a Canadian Partnership (Jump Code: TP614)

As a result of a significant number of changes made to the form, the calculation of the fair market value in column D of Section 3.1 had to be deleted, because this amount does not necessarily correspond to the amount in column Fair market value of total consideration of the Information on the property disposed of and consideration received section of Form T2059. Therefore, the cells in column D are now input cells.

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Version 1.1 Content

Updates and Additions

To review the updates and additions contained in version 1.1 of Taxprep Forms 2020, consult the Updates and Additions table.

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Version 1.1 – Comments and Details

T4RIF/RL-2 Data entry screen, Income from an RRIF (Jump Code: T4RIF)

T4RIF slip, Statement of Income from a Registered Retirement Income Fund (Jump Code: T4RIFSUPP)

T4RIF Summary, T4RIF Summary (Jump Code: T4RIFSUM)

Box 37, Advanced life deferred annuity purchase has been added for the filing of the T4RIF Summary and slip for the 2020 and subsequent taxation years.

T4RSP/RL-2 Data entry screen, Income from an RRSP (Jump Code: T4RSP)

T4RSP slip, Statement of Income from a Registered Retirement Saving Plan (Jump Code: T4RSPSUPP)

T4RSP Summary, T4RSP Summary (Jump Code: T4RSPSUM)

Box 37, Advanced life deferred annuity purchase has been added for the filing of the T4RSP Summary and slip for the 2020 and subsequent taxation years.

T2200, Declaration of Conditions of Employment and T2200S, Declaration of Conditions of Employment for Working at Home Due to COVID-19 (Jump Code: T2200)

This year, two versions of the form are available, i.e. the long version (T2200), and the short version (T2200S). When opening the T2200 form, the two versions of the form will be presented one after the other. However, two options have been added at the top of the form to allow you to display only the desired version. Note that the short version should only be used for employees who worked from home in 2020 due to COVID 19.

T5013 Schedule 12, Resource-Related Deductions (Jump Code: T5013S12)

As a result of another update, Part 5 - Recapture of earned depletion has been added again.

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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 2020, consult the Updates and Additions table.

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Version 1.0 – Comments and Details

E-Signature

The E-signature functionality was added to forms that can be electronically signed in Taxprep Forms. For the complete list of forms that can be electronically signed, consult the article Digital Signature – Supported Forms.

Preparer profile

The option Do not allow e-mail address entry in any of the forms in the return has been added to Section B. Options – Forms in the PROFILE tab of the preparer profile. When this option is selected, a diagnostic will display in the return to prevent you from entering or editing information in the e-mail address fields. This option is set to No by default. Note that when converting the preparer profile, this option selection will be retained. The roll forward for the e-mail address is not impacted by this addition. Therefore, any e-mail address entered will be rolled forward.

LE-34.1.12-V, Reduction of the Contribution to the Health Services Fund: Creation of Specialized Jobs (Jump Code: LE34112)

Line 11, Portion of the salary or wages entered on line 10 that was used to calculate the health services fund contribution for an employee on paid leave due to the COVID-19 pandemic, has been added to Part 2, Eligible salaries or wages of this form.

NR4, Amounts Paid to Non-residents (Jump Code: NR4)

According to the EFILE requirements of this form, the amounts in boxes 16 and 26, Gross income as well as boxes 17 and 27, Non-resident tax withheld, cannot exceed 11 numeric characters, i.e., $999,999,999.99. Therefore, an EFILE diagnostic has been added to this form to remind you to break down this amount between more than one slip.

In addition, the CRA has added an income code that can be selected in boxes 14 and 24, i.e., code 85, Dividend compensation payments made under a Securities Lending Arrangement (SLA).

T3 APP, Application for Trust Account Number (Jump Code: T3APP)

As result of an update, Form T3APP underwent a significant number of changes. For example, the Trust Information section has been revamped and some of the information it contained has been moved to three new sections, i.e. Step 2 – Primary trustee contact information, Step 3 – Address and Step 4 – Mailing address. In addition, this form now allows you to request an authorization for a representative at the same time as an application for an account number. To do so, complete the new Section Step 5 – Representative contact information of Form T3APP instead of completing Form AUT-01 (Jump Code: AUT01).

If you completed this form using a prior version of Taxprep Forms, we strongly suggest that you review the entire form before submitting it.

T4/RL-1, Employment Income (Jump Code: T4)

As result of an update, four new codes have been added to the drop-down lists of lines Other information in the Information to report – Other section:

• 57, Employment Income – March 15 to May 9;
• 58, Employment Income – May 10 to July 4;
• 59, Employment Income – July 5 to August 29;
• 60, Employment Income – August 30 to September 26.

These codes should be used to report employment income and retroactive payments made during pay periods that were concurrent with COVID-19 benefits. The amounts that will be reported using these codes are also included in the amount on line 14, Total employment income. This will allow the CRA to validate payments for the Canada Emergence Wage Subsidy (CEWS), the Canada Emergency Response Benefit (CERB) and the Canada Emergency Student Benefit (CESB).

T4A, Pension and Other Income (Jump Code: T4A)

Box 037, Advanced life deferred annuity purchase has been added to the form. In addition, boxes 142, Indian (exempt income) - Eligible retirement allowances and 143, Indian (exempt income) – Non-eligible retirement allowances have been removed.

TP-64.3, General Employment Conditions (Jump Code: TP643)

Section 3.6 has been added to Form TP-64.3 to enter expenses related to remote work. This section must be completed for employees who incurred expenses solely for remote work performed in the context of the COVID-19-related crisis.

T2058, Election on Disposition of Property by a Partnership to a Taxable Canadian Corporation (Jump Code: T2058)

TP-529, Transfer of a Property by a Partnership to a Taxable Canadian Corporation (Jump Code: TP529)

As a result of an update, Form TP-529 underwent many changes. Several sections of the form have been renumbered. A table has been added to Section 2.2, Rollover application, to enter the class number and the undepreciated capital cost (UCC) of the transferred property. The following changes have been made in the table of Section 3.1, Transferred property and agreed amount: the Incorporeal capital property subsection has been removed and the Other than shares and Name and class of shares columns located under former column E, Consideration received have been removed. In addition, columns A, Line of the table in section 3.1 associated with the property, B, Consideration other than shares, Short description, and E, Total FMV of the consideration received, have been added to the table of Section 3.2, Consideration received.

Some changes have been made to Section 1, Identification, to present the civic and suite numbers as well as the province separately from the street name and the city name on lines 03 and 12. Therefore, the Number, Suite, and Province cells have been added to Form T2058 to make the transfer of that information more easily.

If you completed this form using a prior version of Taxprep Forms, we strongly suggest that you review the entire form before submitting it.

T5013/RL-15, Partnership Income

The following amounts and information codes have been deleted as they are no longer required to file T5013 slips for the 2020 taxation year:

• Code 177, Recapture of earned depletion;
• Code 208, Eligible amount of medical gifts.

In addition, the following amounts and information codes have been added to file T5013 slips for the 2020 taxation year:

• Code 226, Repaid assistance (for Canadian exploration expenses);
• Code 227, Repaid assistance (for Canadian development expenses);
• Code 228, Repaid assistance (for Canadian oil and gas property expenses);
• Code 229, Amount receivable for CEE property or CEE unitized oil and gas field;
• Code 230, Amount receivable for CDE property or CDE unitized oil and gas field;
• Code 231, Amount receivable for CCOGPE unitized oil and gas field;
• Code 232, Proceeds of disposition (for Canadian development expenses);
• Code 233, Proceeds of disposition (for Canadian oil and gas property expenses);
• Code 234, Accelerated Canadian development expenses;
• Code 235, Accelerated Canadian oil and gas property expenses;
• Code 236 Canadian Journalism Labour Tax Credit.

T5013 Schedule 8, Partnership’s capital cost allowance schedule (jump code: T5013S8)

T776, Statement of Real Estate Rentals (Jump Code: T776)

T2042, Statement of Farming Activities (Jump Code: T2042)

T2121, Statement of Fishing Activities (Jump Code: T2121)

T2125, Statement of Business or Professional Activities (Jump Code: T2125)

TP-80, Business or Professional Income and Expenses (Jump Code: TP80)

TP-128, Income and Expenses Respecting the Rental of Immovable Property (Jump Code: TP128)

The new CCA class 56 has been added for properties acquired after March 1, 2020, and available for use before 2028, that are zero-emission automotive equipment and vehicles that currently do not benefit from the accelerated rate provided by classes 54 and 55. Like these two CCA classes, class 56 benefits from a temporary enhanced first-year CCA rate of 100% for eligible property available for use before 2023.

T1134, Information Return Relating to Controlled and Not-Controlled Foreign Affiliates (Jump Code: T1134)

The Canada Revenue Agency (CRA) published a new version of Form T1134, which must be used for taxation years starting after 2020. Therefore, the previous version of the form must be used for T1134 forms prepared for taxation years starting prior to 2021.

Note that only the previous version of Form T1134 will be available in version 2020.1.0 of Taxprep Forms. To that end, a note has been added at the top of the form when the taxation year is starting in 2021. The new version of the form will be integrated in a future version of Taxprep Forms.

T2200S, Declaration of Conditions of Employment for Working at Home During COVID-19 (Jump Code: T2200S)

Form T2200S had not yet been received at the time this version of the program was released. Therefore, it will be available in the next version, which is scheduled to be released during the first week of February.

Important: T5013, Partnership Information Return and schedules

At the time of release, we still have not received a response from the CRA concerning the paper approval and XML certification for the partnership information return form. As a result, the T5013 return and schedules are up to date, but cannot be used for paper or electronic filing.

The T5013 return and schedules will be available for paper and electronic filing in the next version.

T5013 Schedule 2, Charitable Donations, Gifts, and Political Contributions (Jump Code: T5013S2)

As result of an update, Part 6 – Gifts of medicine has been deleted.

T5013 Schedule 12, Resource-Related Deductions (Jump Code: T5013S12)

As a result of an update, Form T5013 Schedule 12 underwent some changes, for example, Part 5 Recapture of earned depletion has been deleted. In addition, several lines have been added to Parts 1 to 4, in particular line Repaid assistance, which has been added to all parts.

If this form has been prepared using a prior version of Taxprep Forms, we strongly suggest that you review the entire form before submitting it.

T5013 Schedule 58, Canadian Journalism Labour Tax Credit (Jump Code: T5013S58)

This new schedule is used to calculate the refundable labour tax credit at a rate of 25% of qualifying labour expenditures incurred in a taxation year, after December 31, 2018, by a qualifying journalism organization in respect of an eligible newsroom employee. This tax credit is subject to an annual threshold of $55,000 per eligible newsroom employee. The amount on line 140 is allocated to eligible partners of the partnership in box 236 of Form T5013/RL-15, Partnership Income (Jump Code: T5013).

TP-518, Transfer of Property by a Taxpayer to a Taxable Canadian Corporation (Jump Code: TP518)

As result of an update, Form TP-518 underwent many changes. First, a table has been added to Section 2.2, Rollover application, to enter the class number and the undepreciated capital cost (UCC) of the transferred property. In addition, the following changes have been made in the table of Section 3.1, Transferred property and agreed amount: the Incorporeal capital property subsection has been deleted and the Other than shares and Name and class of shares columns located under former column E, Consideration received have been deleted. Also, column A, Line of the table in section 3.1 associated with the property, column B, Consideration other than shares, and column E, Total FMV of the consideration received, have been added to the table of Section 3.2, Consideration received.

If you completed this form using a prior version of Taxprep Forms, we strongly suggest that you review the entire form before submitting it.

TP-614, Transfer of Property to a Canadian Partnership (Jump Code: TP614)

As a result of an update, Form TP-614 underwent many changes. All sections of the form have been renumbered. A table has been added to Section 2.2, Rollover application, to enter the class number and the undepreciated capital cost (UCC) of the transferred property. The following changes have been made in the table of Section 3.1, Transferred property and agreed amount: the Incorporeal capital property subsection and the Description of the consideration received subsection have been removed. In addition, a table has been added to Section 3.2, Consideration received of the form.

If you completed this form using a prior version of Taxprep Forms, we strongly suggest that you review the entire form before submitting it.

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Future Updates

During 2021, Taxprep Forms 2020 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 2020 of Taxprep Forms, five versions of the program will be released each year.

Version	Release	Download	CD-ROM
Version 1.0	December 2020	Bronze Silver Gold	Bronze Silver Gold
Version 2.0	February 2021	Bronze Silver Gold
Version 3.0	March 2021	Bronze Silver Gold	Silver Gold
Version 4.0	May 2021	Bronze Silver Gold
Version 5.0	July 2021	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 FormsProfessional 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 2020 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

Addition of Tax Return information in the Open dialog box

The following information can now be reviewed in the Open dialog box when the return of a taxpayer is selected:

• Client ID;
• Return Status;
• Taxation Year End;
• Eligibility for the electronic transmission T4, T5, RL-1, RL-3, RL15, T3P, T5013.

Digital signature

PDF files can now be signed using the CCH iFirm Portal application. To do so, you must be subscribed to the CCH iFirm Portal application and to the Digital signature feature. Then, in the Options and Settings dialog box, go to the CCH iFirm/General section and select the Enable digital signature check box.

For further details on enabling the Digital signature feature, consult the Set Up the Digital Signature Feature article.

Once the documents are published to the CCH iFirm Portal, the Publish to CCH iFirm Portal dialog box displays. Click the button to display the list of documents for which you want to use the Digital signature feature. From this list, you will be able to invite corporations to access the portal, select documents requiring digital signature, create an envelope containing the PDF files to sign. You will also be able to view the following information:

• The name of the envelope;
• The e-mail template sent to the taxpayer;
• The name of the signatory or signatories who will receive the e-mail.

Once the documents are published to the CCH iFirm Portal, the signatories will receive an e-mail advising them that a document is available on the portal. They will then be able to digitally sign the document.

For further details, consult the Send Documents to Be Signed article.

In addition, an introduction video is available below:

Print to PDF – View the content of an attached file

You can now view the content of a PDF file when it is attached to a return and that return is printed to PDF. To do so, when printing to PDF, make sure to select a print format in which you can print Form All PDF files attached to the return - PDF printing only (Jump Code: PDF). A bookmark with the name of the attached file will be created in the Adobe viewer and its content will be displayed at the end of the return.

Printing T2200 and TP64.3 slips to separate PDF files

The T2200 and TP64.3 slips can now be printed with the Print Slips functionality. To do so, click File > Print Slips. The Print Slips dialog box opens. In the Slip drop-down list of the Slip selection section, select the T2200 or TP64.3 slip and click OK.

This addition allows you, in particular, to save the T2200 and TP64.3 slips in separate PDF files. To do so, select the check box Create separate PDF files for each recipient in the section Print/PDF Files of the Options and Settings dialog box.

However, note that the electronic signature is not yet supported using the Print Slips dialog box (the electronic signature is only supported using the Print Form or Print Based on Print Formats dialog boxes).

You can, however, print the T2200 and TP64.3 slips from the Print Slips dialog box in separate PDF files and add electronic signature tags from CCH iFirm Portal. To learn how you can add electronic signatures, watch the following video:

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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://support.wolterskluwer.ca/en/ and, in the Newsletter tab, select Subscription Manager.

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

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