Troubleshooting - Taxprep Forms - 2023
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 Taxprep Forms.
- 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\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 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\Taxprep Forms 2021\Filter and Diagnostics\.
Federal
- TF2023-003 (Week of March 17, 2024) - T5013 Schedule 8 and TP-600.B – The amount of recapture of capital cost allowance for a Class 10.1 property is not included in the total
- TF2023-002 (Week of March 10, 2024) - T3010 – The estimated disbursement quota for the next fiscal period is incorrect
- TF2023-001 (Week of January 7, 2024) - Two-box layout error when printing customer copies of the T4 slip, Statement of Remuneration Paid