Troubleshooting - Personal Taxprep - 2024
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.
-
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 2024\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 2024\Filter and Diagnostics\.