Troubleshooting - Personal Taxprep - 2022
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 2022\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 2022\Filter and Diagnostics\.
Federal
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T12022-010 (Week of April 23, 2023) - PARTNER – QPARTNER – Capital cost allowance section – Lines 16 and 19 of column 6 and disposition of a class 10.1 vehicle
T12022-008 (Week of April 2, 2023) - Child Care Expenses Form Form (CARE) - Cannot claim child care expenses for a child born in 2022
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T12022-007 (Week of April 2, 2023) - Q2042 – The income carried over from Form QPARTNER is inaccurate
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T12022-006 (Week of March 26, 2023) - Exchange rates – Some annual average rates are inaccurate
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T12022-005 (Week of March 26, 2023) - T2042 (Q2042) – T1163 – T1273 – The immediate expense calculation has been modified to include inventory adjustments
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T12022-004 (Week of March 26, 2023) - Box 17 in the T5 slip – Amount occasionally carried over twice in the tax return
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T12022-001 (Week of February 19, 2023) - Roll forward of Cantax 2021 files – Incorrect value in the State field of the Mailing address section in Form ID
Québec
- T12022-011 (Week of April 23, 2023) - Schedule G – When transferring a family business, the reserve is carried over twice in Schedule G (problem in Québec only)
- T12022-009 (Week of April 9, 2023) - TP-1029.8.33.6 – Tax Credit for an On-the-Job Training Period – Error in the text of the form
- T12022-003 (Week of March 12, 2023) - Schedule C – Tax credit for childcare expenses – Miscalculation when the taxpayer does not have a coupled spouse and the child is coupled
- T12022-002 (Week of February 26, 2023) - TP-80 – Line 218 – Meals and entertainment expenses are not calculated correctly when the company’s sales figure exceeds $52,000