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