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Hot topics - Week of November 17, 2024
Release of our Advanced Virtual Agent 2.0
Combined with GenAI, our Advanced Virtual Agent now provides direct descriptive answers to your queries rather than a list of articles. Connect with our Advanced Virtual Agent 2.0 to benefit from a more efficient virtual conversation!
New telephone schedule for our teams

Mondays and Tuesdays
8:30 a.m. to 6 p.m. (ET)

Looking ahead to 2025, we will transition to providing support exclusively through digital services Monday through Friday. Support experts will continue to review each web ticket and respond in the most appropriate way to resolve the query (which may include phone call-backs or responses in the Support Platform).

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, from 8:30 a.m. to 6:00 p.m. ET.
Note: Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are already only supported by web tickets.
Support platform: Everything you need to know
Please refer to the videos below to find out how to register for the support platform and make the most of it:

Products Support

Knowledge Base Video Library My support cases Latest News System Requirements
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:

  1. Start up Personal Taxprep;
  2. On the Tools menu, click Options and Settings;
  3. Under Options, click File Locations;
  4. 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

  1. Click the appropriate client filter in the table below.
  2. Save the client filter in the predefined folder for customized client filters, as determined in the previous step.

Use of client filters

  1. 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.
  2. 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
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
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