Release Notes
End of support for Microsoft Office 2013 and Microsoft Internet Explorer 11
As we have been announcing since May 2021, in particular in an article of our Knowledge Base as well as the e-mails sent last May, starting in November 2021, Wolters Kluwer will discontinue support for Microsoft Office 2013 and Microsoft Internet Explorer 11.
For more information, consult our Knowledge Base article End of support for Microsoft Office 2013 and Internet Explorer 11. An upgrade of your system may be required.
End of support for Windows 32-bit versions
As announced in the Windows 10 version 2004 system requirements, Microsoft stopped releasing 32-bit versions of operating systems. Therefore, please note that the versions of our software, which will be released in December 2022, will have a 64-bit architecture, and will no longer support 32-bit operating systems. Therefore, Taxprep will no longer operate on 32-bit operating systems.
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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/.
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
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.
Forms and Slips Coverage
The slips, RL slips and summaries included in Taxprep Forms 2021 normally apply to the 2021 taxation year. You can nonetheless use them if you need to file a slip for the 2022 taxation year before the 2022 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.
Opening Files and Rolling Files Forward
Client files with the .T21 extension
Client files with an extension other than .T21
Rolling forward client files
To
Taxprep Forms 2021 allows you to
Taxprep Forms 2021 also allows you to
Furthermore, Taxprep Forms 2021 allows you to
Attached notes
Note that the attached notes are
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 |
|
|
|
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 2021 and 2022 taxation years. The CRA does not impose restrictions about the taxation year that can be processed.
Important dates for Internet transmission
Taxprep Forms 2021 complies with the latest Internet transmission requirements issued by government agencies. Files generated with Taxprep Forms 2021 can therefore be electronically transmitted:
- To the CRA, starting on January 10, 2022, (date on which the CRA reopens its Internet transmission service, which will be closed on December 22, 2021, for update purposes);
- To Revenu Québec, without any delay (as Revenu Québec’s Internet transmission service has been updated on November 15, 2021).
CRA’s Web Access Code
If you already have a Web access code, you can use it to file your information returns for 2021 and subsequent years.
Version 1.0 Content
Updates and Additions
To review the updates and additions contained in version 1.0 of Taxprep Forms 2021, consult the Updates and Additions table.
Version 1.0 – Comments and Details
Mandatory Electronic Filing Threshold
In its April 19, 2021 Budget, the Government of Canada announced its intention to lower the mandatory electronic filing threshold of income tax information returns from 50 to 5 returns. However, note that this measure is not yet in force. For the latest information, refer to the CRA Web site at canada.ca/mandatory-electronic-filing. You can also subscribe to their Electronic Filing of Information Returns e-mail distribution list at canada.ca/cra-email-lists.
FP-2190.AC-V, GST -QST New Housing Rebate Application for a New Home Purchased from a Builder (Jump Code: FP2190AC)
As a result of the update of the form, the fields GST/HST account and Identification number in subsection 2.1 as well as the entire subsection 2.2.2, Surface area of home, have been removed from the form.
GST191-WS, Construction Summary Worksheet (Jump Code: GST191WS)
As a result of an update, the form underwent significant changes. Two fields have been added in Part A. One field is to be used to report the claimant’s legal name and the other is to report the date the construction or substantial renovation became substantially complete. In Part B, the fields to describe how the fair market value was determined and to detail the substantial renovations or the major addition have been replaced with text boxes to facilitate the description entry. In Part C, fields have been added to enter the description of goods and services in the Others subsection.
NR4 Summary, Summary of Amounts Paid or Credited to Non-residents of Canada (Jump Code: NR4SUM)
The non-resident account number and the payer name will now be updated from the corresponding information in the Client identification - Individual section of the ID form, provided this section is completed.
R102-R, Regulation 102 Waiver Application (Jump Code: R102R)
A check box has been added to Section I – Applicant Identification to indicate if Form T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents, has been sent to the Sudbury Tax Centre.
R105, Regulation 105 Waiver Application (Jump Code: R105)
A check box has been added to Section I – Applicant Identification to indicate if Form T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents, has been sent to the Sudbury Tax Centre.
RL-16 slip, Trust Income (Jump Code: RL16)
The Trust Account Number field has been added to the RL-16 slip.
T3/RL-16, Data Entry Screen – Trust Income (Jump Code: T3)
According to the RL-16 slip guide, insurance-segregated fund net capital losses should be included in box A of the RL-16 slip. Therefore, we have added custom box A2 in the Québec (RL-16) column, the result of which corresponds to box 37 of the Federal (T3) column. Box A on the data entry screen has also been renamed A1. The difference between box A1 and box A2 will be reported in box A of the RL-16 slip.
If you completed this form using a previous version of the program, we recommend that you review the calculation of these fields before filing the RL-16 slip.
T3M, Environmental Trust Income Tax Return (Jump Code: T3S)
As a result of an update, the form underwent significant changes. You must now indicate the first and last name of the contact person as well as the mailing address if the latter is different from the trustee’s address in the Trustee information section. In addition, the question Is this the first year the trust is filing a tax return? has been added to the Information about the trust section. Finally, box 102, Refund Code, has been added to the Income and Tax payable section.
If you completed this form using a previous version of the program, we recommend that you review the content of the form before filing it.
Changes have been made to the electronic filing method of this form. Therefore, it cannot be filed electronically before the new service opens on February 21, 2022.
T3 Schedule 15, Beneficial Ownership Information of a Trust (Jump Code: T3SCH15)
This schedule has been added to the trust return to report the trust’s beneficial ownership information. For a trust return that must be filed for the 2021 and subsequent taxation years, Budget 2018 proposed that certain trusts provide additional beneficial ownership information on an annual basis. As a result, these trusts must now file an annual T3 return even where one was not previously required. Where required, it will also be filed with specialized trust returns.
The first year in which Schedule 15 is filed, trusts must complete Parts A, B, and C. Thereafter, trusts should complete Part A of the form every year and Parts B and C only if amendments were made during the year.
T3S, Supplementary Unemployment Benefit Plan Income Tax Return (Jump Code: T3S)
As a result of an update, the form underwent significant changes. You must now indicate whether the trustee is an individual (option 1) or a non-individual (option 2) and only complete the corresponding information in the Trustee information section. In addition, new questions regarding the T3 Trust Income Tax and Information Return and the new Schedule 15 have been added to the Information about the trust section. Finally, box 102, Refund Code has been added to the Summary of tax or refund section.
If you completed this form using a previous version of the program, we recommend that you review the content before filing the form.
Changes have been made to the electronic filing method of this form. Therefore, it cannot be filed electronically before the new service opens on February 21, 2022.
T4/RL-1, Employment Income (Jump Code: T4)
As result of an update, the following four code names have been modified in the drop-down lists of lines Other information in Section Information to report – Other:
- 57, Employment Income – March 15 to May 9, 2020;
- 58, Employment Income – May 10 to July 4, 2020;
- 59, Employment Income – July 5 to August 29, 2020;
- 60, Employment Income – August 30 to September 26, 2020.
These codes should be used to report employment income and retroactive payments made during 2020 pay periods only.
T4A, Pension and Other Income (Jump Code: T4A)
Box 210, Postdoctoral Fellowship Income, has been added to the Information to report – Other section. The amount in this box must be included in box 105. Therefore, this box has been split in two: custom box 1051, Scholarships, bursaries, fellowships, artists' project grants, and prizes (box 210), corresponds to the amount in box 210 and box 1052, Scholarships, bursaries, fellowships, artists' project grants, and prizes (excluding box 210), must exclude postdoctoral fellowships income. The total of the amounts in boxes 1051 and 1052 will be updated to the T4A slip.
If you completed the T4A slip using a prior version of the program and a postdoctoral fellowship income amount is included in box 105, reclassify this amount in box 210.
T1055, Summary of Deemed Dispositions (Jump Code: T1055)
As a result of the latest update of the form, the Deceased beneficiary spouse or common-law partner, deceased settlor, or transfer information section has been renamed Additional information for situations A to F.
In addition, the field Name of deceased beneficiary spouse or common-law partner in this section has been renamed and split into two fields, i.e., First name of deceased beneficiary spouse or common-law partner and Last name of deceased beneficiary spouse or common-law partner. Still in this section, the field Name of deceased settlor had also been renamed and split into two fields, i.e., First name of deceased settlor or transferor and Last name of deceased settlor or transferor. We suggest that you review this section of the form to make sure that the last name and first name are correct.
T2062, Request by a Non-Resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property (Jump Code: T2062)
A check box has been added to the Vendor (non-resident) section to indicate whether Form T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents, has been sent to the Sudbury Tax Centre.
TP-518, Transfer of Property by a Taxpayer to a Taxable Canadian Corporation (Jump Code: TP518)
TP-614, Transfer of Property to a Canadian Partnership (Jump Code: TP614)
As a result of the update of these forms, box 06, Trust account number, has been added to subsection 1.1.
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.
Corrected Calculations
The following problems have been corrected in version 2021 1.0:
Federal/Québec
Future Updates
During 2022, Taxprep Forms 2021 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.
|
Version |
Release |
Download |
CD-ROM |
|
Version 1.0 |
December 2021 |
Bronze
|
Bronze
|
|
Version 2.0 |
February 2022 |
Bronze
|
|
|
Version 3.0 |
March 2022 |
Bronze
|
Silver |
|
Version 4.0 |
May 2022 |
Bronze
|
|
|
Version 5.0 |
July 2022 |
Bronze
|
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
Please note that you are not required to install one of the previous versions of Taxprep Forms 2021 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.
Technical Information
Technical Changes
Attach file
The Attached Files tab of the Properties dialog box now provides a link to open the new Attached Files dialog box. Note that the Attached Files tab will be removed from the properties box in a future version of Taxprep Forms. You can also open the Attached Files dialog box from the File/Attached Files menu or yet, by clicking the 
icon on the toolbar or by pressing the Ctrl+F11 hotkey.
The new Attached Files dialog box includes a grid allowing you to display all files attached to the client file. The 
icon allows you to open the Attached files properties dialog box. In this box you will, among other things, be able to embed the attached file in the client file or link the former to the client file.
Finally, the Attached Files section has been added to the Options and Settings. This section allows you to select the default method used to attach a file (embedded or linked).
For more information about attached files, consult the topic Attach a file.
Confidentiality of information
The Security pane has been added to the Print section of the Options and Settings dialog box. This pane contains an option allowing you to mask the first five digits of the social insurance number in the header and footer of documents when printing a PDF or a hard copy of those documents. These options are also available in the Print Tax Returns and Print Form boxes. Note that these options are not selected by default.
AnswerConnect integration
AnswerConnect can now be used with the Taxprep InfoConnect feature. To that end, modifications have been made to the Options > Tax Research section of the Options and Settings. The IntelliConnect options subsection has been replaced by the Options related to the tax research platform subsection. In addition, the box Free trial as well as the IntelliConnect login information have been removed from this section.
To use AnswerConnect with the InfoConnect functionality, in the Options related to the tax research platform subsection, make sure that the check box Display InfoConnect is selected and select the AnswerConnect radio button. Note that the AnswerConnect option is selected by default.
Note that once this option is selected, a dialog box will be displayed when opening Taxprep to allow you to log in to AnswerConnect. In addition, if you close this box without entering the AnswerConnect login information, the option Show InfoConnect will be cleared in the Tax Research section of the Options and Settings.
All custom letters are now supported for digital signature
Previously, only the Engagement letter was supported for digital signature. Now, all custom letters can be digitally signed. Customer letters do not have default e-tags integrated. To add an e-tag, you can copy digital signature tags from the Engagement letter and, where applicable, make the required adjustments. Here is the Digital Signature section in the Engagement letter:
Where:
\s1\ corresponds to the e-tag; and
\d1\ corresponds to the date of signature.
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.
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).
How to Reach Us
Customer Service:
cservice@wolterskluwer.com
Tax and Technical support:
csupport@wolterskluwer.com
Telephone
1-800-268-4522