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Hot topics - Week of September 15, 2024
New telephone schedule for our teams
Monday to Wednesday 8:30 a.m. to 6 p.m. (ET) Register with our Support Platform to contact us by creating a web ticket. Web tickets can be submitted via the Support Platform 24/7, as well as by live chats, which are handled live by our support agents from Monday through Friday, between 8:30 a.m. and 6:00 p.m. ET. Note: Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are now only supported by web tickets. Login credentials for In-Depth program
If you have not received your login credentials for access to the In-Depth tax program, please see article I have not received credentials to access the In-Depth tax program in CCH AnswerConnect This week most consulted articles from our Knowledge Base
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Date: 2010-May-12
Add Client Filters
Client filters have been created in order to assist you in identifying files that could be affected by a situation that was the subject of a Troubleshooting Memo for one of the 2009 Personal Taxprep versions.
The following procedure provides you with instructions for downloading one of these client filters.
Select the applicable filter
To download the applicable filter, click the appropriate link in the list below and save it in the predefined folder for customized client filters.
Find the location for the client filter
To find the predefined folder for customized client filters, proceed as follows:
Add the client filter
Use of client filters
Available client filters
Client filters have been created in order to assist you in identifying files that could be affected by a situation that was the subject of a Troubleshooting Memo for one of the 2009 Personal Taxprep versions.
The following procedure provides you with instructions for downloading one of these client filters.
Select the applicable filter
To download the applicable filter, click the appropriate link in the list below and save it in the predefined folder for customized client filters.
Find the location for the client filter
To find the predefined folder for customized client filters, proceed as follows:
- Start up Personal Taxprep;
- On the Tools menu, click Options and Settings;
- Under Options, click File Locations;
- Verify the predefined location for the client filters. When installing, the location is the following by default:
Windows 2000 and Windows XP
C:\Documents and Settings\Username\My Documents\CCH\T1 Taxprep 2009\ClientFilter\
Windows Vista and Windows 7
C:\Users\Username\My Documents\CCH\T1 Taxprep 2009\ClientFilter\
Add the client filter
- Click the appropriate client filter in the table below.
- Save the client filter in the predefined folder for customized client filters, as determined in the previous step.
Use of client filters
- Display the Client Manager. If your files are not displayed, click the Search In: button, then select the folder(s) where the files are located.
- Click the Display button, then in My Client Filters select the filter that has just been added.
Available client filters
| Subject | Version | Type | Client Filter |
| Roll forward – Form T2042 shared with the spouse, rolled forward twice | 1.0 – 2009 | Troubleshooting (week of January 10, 2010) |
T2042.cmf |
| T1 return – Error when calculating line 115 – Taxpayer reaching age 65 in the year | 3.0 – 2009 | Troubleshooting (week of March 21, 2010) |
T2205.cmf |
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Incorrect link between Taxprep and CCH Practice projects (Filter only intended for clients that have Personal Taxprep, CCH Practice and Project module) |
2.0, 3.0 and 3.1 – 2009 |
Troubleshooting (week of April 4, 2010) |
CCHPractice.cmf |
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Roll Forward of 2008 DT Max Files (Filter only intended for clients converting DT Max 2008 files) |
3.0 and 3.1 – 2009 |
Troubleshooting (week of May 9, 2010) |
DT Max.cmf |