Frequently Asked Questions
Client filter and customized diagnostic templates
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:
- Launch Taxprep Forms.
- On the Tools menu, click Options and Settings.
- Under Options, click File Location.
- Verify the predefined location for the filters and diagnostics. After the installation, the default location is usually the following: My Documents\Wolters Kluwer\Taxprep Forms 2021\Filter and Diagnostics\.
- 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\Taxprep Forms 2021\Filter and Diagnostics\.
Download All Templates
Federal
- FTF2021-001 (January 2022) – Schedule 15, Beneficial Ownership Information of a Trust
- FTF2020-001 (February 2021) – Temporary adjustments to the automobile standby charge due to COVID-19
- FTF2015-002 (March 2016) – T5013 – Limited liability partnership (LLPs) – Partial shield and full shield
Québec
- FTF2018-003 (March 2019) – Revenu Québec: Request your Représentant PRO + accreditation without being a member of a professional order
- FTF2018-001 – (February 2019 and updated on March 2019) - Additional capital cost allowance of 30% – Creation of a separate class in Québec
Electronic Transmission
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FTF2021-004 (October 2022) - The removal of forms pertaining to the electronic filing of trust returns in Taxprep Forms has been announced for the next release of the program.
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FTF2021-002 (March 2022) - Transmitting a Business Consent (authorization) request for a sole proprietor, a partnership or a trust
Electronic Signature
- FTF2021-003 (July 2022) - Electronic signatures accepted by Revenu Québec
Slips
- FTF201410-009 (March 2014) – Identification numbers/CRA
- FTF201410-008 (February 2014) – Amending slips and RL slips that were already issued
- FTF201410-007 (February 2013) – RL slip sequential numbers
- FTF201410-004 (January 2011) – Threshold for Internet filing of T-slips with the CRA
- FTF201410-003 (January 2011) – Identification numbers/Revenu Québec
- FTF201410-002 (January 2011) – Electronic filing of amended or cancelled slips
- FTF201410-001 (January 2011) –Electronic Filing of Slips/Summary
Preprinted Slips
- FTF201410-006 (January 2011) – Using Preprinted Forms
Data Import
- FTF201410-005 (January 2011) – Importing Taxprep Forms data into Personal Taxprep