Troubleshooting - Personal Taxprep - 2019
Client filter and customized diagnostic templates
To assist you in identifying clients that could be affected by the described problems, a downloadable client filter and customized diagnostic template is associated with most troubleshooting memos. These templates allow you to display a diagnostic in the returns that have tax situations that were the subject of a Troubleshooting Memo 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 Personal Taxprep.
- On the Tools menu, click Options and Settings.
- Under Options, click File Locations.
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Verify the predefined location for the filters and diagnostics. After the installation, the default location is usually the following: My Documents\Wolters Kluwer\T1 Taxprep 2019\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 problem. 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\T1 Taxprep 2019\Filter and Diagnostics\.
Federal
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T12019-017 (Week of July 12, 2020) – Invoice – Manitoba Resident – Incorrect provincial sales tax (PST) rate
T12019-016 (Week of June 21, 2020) – EFILE SUM – When a taxpayer receives a T4 slip and an income amount is entered in box 81, the amount in box 50371 of the EFILE SUM form is incorrect for purposes of calculating pensionable earnings under the CPP.
- T12019-014 (Week of May 3, 2020) – TP1 – Accelerated refund not claimed in a taxpayer’s income tax return filed after April 30, 2020
- T12019-012 – (Week of April 12, 2020) - Form T777, Capital Cost Allowance – The amount of recapture of capital cost allowance updated to line 10400 of the T1 return is incorrect
- T12019-010 (Week of April 5, 2020) – Forms AUTO – Capital cost allowance section – CCA balance transfer of a class 10 vehicle
- T12019-009 (Week of March 29, 2020) – The amount of federal tax payable might be incorrect in the Instalments worksheet
- T12019-007 (Week of March 22, 2020) – Area A of Forms T2125, T2121, T2042, T1163, T1273, T776 and Resource – CCA other than classes 10.1 and 13 – Problem concerning the calculation of the adjustment for current-year additions subject to the half-year rule
- T12019-003 (Week of March 8, 2020) – T2125 – The amount rolled forward on the line Work-in-progress (WIP) at the start of the year is incorrect
- T12019-001 (Week of December 15, 2019) - Schedule 14 – Removal of the climate action incentive for residents of New Brunswick and amount changes for Ontario, Manitoba and Saskatchewan residents
Québec
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T12019-015 (Week of May 24, 2020) – Form TP-80.1 – Estimated income calculated when the business ceases carrying on its business in the fiscal period
T12019-013 (Week of May 3, 2020) - Form TP-776.42 – The program does not claim the maximum amount of alternative minimum tax carry-over that can be used to reduce Québec tax payable
- T12019-011 (Week of April 5, 2020) – Tax Credit for the Treatment of Infertility (Québec) – The rate corresponding to your family situation and family income on line 15 of Form TP-1029.8.66.2 might be incorrect.
Federal/Quebec
- T12019-008 (Week of March 22, 2020) – COVID-19 –The filing deadline for income tax returns, balance-due day and the June 15, 2020 instalment payment dates have been postponed – Special GSTC payment and increase in the CCB
- T12019-006 (Week of March 22, 2020) – Forms T776, TP-80, TP-128, Q2121 and Q2042 – CCA classes 54 and 55 – The capital cost allowance (CCA) amount is incorrect when it relates to personal use of motor vehicles
Alberta
- T12019-004 (Week of March 8, 2020) – Schedule 6 – The base amount on line 24 of Schedule 6 is incorrect for Alberta residents
Northwest Territories
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T12019-018 (Week of August 2, 2020) – NT428 – Northwest Territories Tax – The planning rate corresponding to the tax payable of the 3rd tax bracket is incorrect
Auto-fill my return
- T12019-002 (Week of Ferbuary 23, 2020) - Auto-fill my return: In certain situations, an HBP or LLP refund repayment is required by error
Electronic transmission
- T12019-005 (Week of March 15, 2020) – A message displays prompting users to update the EFILE number and password even when no changes were made.
- (Week of February 23, 2020) - The location of the transmission database is not properly specified or is unavailable