Troubleshooting - Personal Taxprep - 2020
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 2020\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 2020\Filter and Diagnostics\.
Download all templates
Federal
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T12020-017 (Week of June 6, 2021) - Line 23500 – Bankruptcy – Canada Recovery Benefit repayment (CRB)
T12020-015 (Week of April 25, 2021) – Incorrect calculation of the amount on line 19 when the taxable income exceeds $214,368 and 2016 donations are deducted in 2020
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T12020-014 (Week of April 25, 2021) – T657 – Incorrect calculation of the capital gains deduction in certain situations (this does not affect the Québec return deduction calculated in Form TP 726.7)
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T12020-003 (Week of February 21, 2021) – Form T2038 – Roll forward problem in the “Analysis of ITC claimed/carried forward” table
- T12020-002 (Week of December 20, 2020) – Schedule 14 – Incorrect calculation of the Climate Action Incentive payment amounts for residents of Ontario, Manitoba, Alberta and Saskatchewan
Québec
- T12020-016 (Week of May 2, 2021) - TP1 – Accelerated refund not claimed in a taxpayer’s income tax return filed after April 30, 2021
- T12020-009 (Week of April 11, 2021) – Revenu Québec extends the deadline for filing TP1 returns and for paying balances due
- T12020-005 (Week of March 28, 2021) – Schedule H – Tax credit for caregivers for the spouse when an involuntary separation occurred in the year
- T12020-004 (Week of February 21, 2021) – Forms TP-80, Q2121 and Q2042 – Incorrect calculations of CCA classes 10, 16, 54, 55 and 56 when the CCA claimed in Québec differs from the one claimed at the federal level
Opening a client file
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T12020-001 (Week of December 13, 2020) – When opening a client file and the Taxprep Default starting view is set to Client Manager, an error message is displayed
Electronic transmission
- T12020-011 (Week of April 18, 2021) – EFILE Transmission Results indicate that the returns were not transmitted while they were
- T12020-013 (Week of April 18, 2021) – EFILE Information Form – The Electronic services statuses section is not updated after transmission when the lock data option has been enabled
Roll forward
- T12020-006 (Week of April 4, 2021) – Roll forward of Cantax 2019 and TaxCycle 2019 files – Incorrect calculations in the spouse’s
PDF files
- T12020-010 (Week of April 18, 2021) – Error message when publishing a PDF file for digital signature
Monitor display
- T12020-012 (Week of April 18, 2021) – The monitor is incorrectly displayed when opened
CCH Scan
- T12020-008 (Week of April 11, 2021) – Unsaved modifications to a CCH Scan PDF file
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T12020-007 (Week of April 11, 2021) – Error message when coupling or uncoupling a return