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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: This week most consulted articles from our Knowledge Base
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Date: 2012-Oct.-10
Add a Client Filter
A client filter has been created to assist you in identifying files that could be affected by a situation that was the subject of a Frequently Asked Questions (FAQ) for one of the 2011 Personal Taxprep versions.
The following procedure provides you with instructions for downloading and using this client filter.
Select the filter
To download the filter, click the appropriate link in the list below and save the file in the predefined folder for filters and diagnostics.
Find the location for the client filters
To find the predefined folder for customized client filters, proceed as follows:
Adding the client filter
Using the client filter
Available client filter
A client filter has been created to assist you in identifying files that could be affected by a situation that was the subject of a Frequently Asked Questions (FAQ) for one of the 2011 Personal Taxprep versions.
The following procedure provides you with instructions for downloading and using this client filter.
Select the filter
To download the filter, click the appropriate link in the list below and save the file in the predefined folder for filters and diagnostics.
Find the location for the client filters
To find the predefined folder for customized client filters, proceed as follows:
- Launch Personal Taxprep.
- On the Tools menu, click Options and Settings.
- Under Options, click File Locations.
- Verify the predefined location for the filters and diagnostics. After the installation, the default location is usually the following: My Documents\CCH\T1 Taxprep 2011\Filter and Diagnostics\.
Adding the client filter
- Click the client filter in the table below.
- Save the client filter in the location determined in the previous step.
Using the client filter
- 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 Current View button, then in My Filters select the filter that you just added.
Available client filter
| Subject | Version | Type | Client Filter |
| This filter displays a list of Canada Child Tax Benefit (CCTB) recipients who reported a change in their marital status between January 2011 and June 2011. | 3.1 – 2011 | Frequently Asked Questions (week of October 7, 2012) |
Marital Status Change (CCTB) |