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 Troubleshooting Memo relating to Corporate Taxprep 2012 v.2.0.

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:

1. Launch Corporate Taxprep.
2. On the Tools menu, click Options and Settings.
3. Under Options, click File Locations.
4. Verify the predefined location for the filters and diagnostics. After the installation, the default location is usually the following: My Documents\CCH\T2 Taxprep 2012-2\Filter and Diagnostics\.

Adding the client filter

1. Click the client filter in the table below.
2. Save the client filter in the location determined in the previous step.

Using the client filter

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 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 tax returns of corporations that have a permanent establishment in Québec, that were saved with Corporate Taxprep 2012 v.2.0 and in which data has been entered on lines 601, 602, 702, 291, 292 and 392 of federal Schedule 1.	2.0 – 2012	Troubleshooting (week of December 16, 2012)	Schedule 1