Chat with our virtual assistant
Hot topics - Week of February 23, 2025
NEW! Taxprep Forms and Cantax FormMaster 2024 v. 2.1 now available for download
Versions 2.1 of Taxprep Forms and Cantax FormMaster 2024 are fully approved for the forms relating to the T5013 return, its schedules, the T5013 slip, the T5013 Summary, as well as for the electronic transmission of the T5013 return and slip. Click here to download.
CRA late-filing penalty relief for information returns
Given ongoing challenges faced by some filers, the Canada Revenue Agency (CRA) will grant relief in respect of late-filing penalties for information returns filed on or before March 7, 2025, for those information returns normally due on February 28, 2025. See this acrticle for more details.
This week most consulted articles from our Knowledge Base
  1. CRA Efile error - account number given in the attached T619 electronic transmittal records does not match the account number you used to sign in
  2. What identification numbers do I need to be able to file slips or a T5013 return electronically, and how do I set the options in the program?
  3. Forms - Where do I enter my CRA RepID number to allow me to file slips or T5013 return using Represent a Client (RAC) service.
  4. T3 EFILE CRA: When can we electronically file a 2024 T3 return using version 2025 of the software?
  5. Should I take into account the increase in the capital gains inclusion rate from one half to two thirds for dispositions made after June 24, 2024, when preparing a tax return?
  6. CRA FORMS: Can I transmit slips and T5013 returns using the federal transmitter number MM for 2023 and prior years?
  7. How do I register for the ''support.cch.com/oss/canada'' Support Platform?
  8. When will the next version of Taxprep, Cantax, or iFirm Taxprep be released?
  9. Cannot log in to the ''support.cch.com/oss/canada'' Support Platform
  10. CRA ERROR code 503.0 The web address for Federal EFILE does not redirect to the appropriate CRA page
  11. T3 CRA EFILE ERROR EF001144 received when trying to electronically transmit trust return
  12. CRA ERROR T5, T5013, T5008 slip "Filer account number is missing or invalid for this type of return"
  13. Form CRA Efile error - Invalid formatting detected in one or more field
  14. Why does the T5013 return indicate Under review and printed with a DO NOT SUBMIT watermark?

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