Frequently Asked Questions

To assist you in identifying clients that could be affected by the described subjects, a downloadable client filter and customized diagnostic template is associated with certain questions. These templates allow you to display a diagnostic in the returns that have tax situations that were the subject of an FAQ and provide access to a list of clients affected by the problems described.

Installing the client filter and diagnostic template

To find the predefined folder for customized client filters or diagnostics, proceed as follows:

1. Launch Taxprep for Trusts.
2. On the Tools menu, click Options and Settings.
3. Under Options, click File Location.
4. Verify the predefined location for the filters and diagnostics. After the installation, the default location is usually the following: My Documents\Wolters Kluwer\T3 Taxprep 2023\Filter and Diagnostics\.
5. Copy the downloaded file to this location.
   The client filter will be available in the Client Manager, while the diagnostic will display in the relevant returns.

Note: If you must download a client filter and diagnostic template, you can do so from the link in the section of a question. To download all templates in a single operation, click the Download all templates button, then copy all zipped files into the folder My Documents\Wolters Kluwer\T3 Taxprep 2023\Filter and Diagnostics\.

Download All Templates