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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?

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Date: 2013-Apr.-17
Add Client Filters

Client filters have been created to assist you in identifying files that could be affected by a situation that was the subject of a Troubleshooting Memo or a Frequently Asked Questions (FAQ) for one of the 2012 Personal Taxprep versions.

The following procedure provides you with instructions for downloading and using these client filters.


Download a filter

To download a 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 Personal 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\T1 Taxprep 2012\Filter and Diagnostics\.

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 filters

Subject Version Type Client Filter
This filter displays a list of returns of taxpayers who are not resident of Québec on December 31, but who have to pay instalments in Québec and whose health contribution has been taken into account when calculating instalments. 4.0 - 2012 Troubleshooting
(week of April 14, 2013)		 Q1026 – Health Contribution – Q1026 – Contribution santé
This filter displays a list of returns for which a special tax must be entered in Schedule 1 due to failure to repay shares of the Fonds de solidarité des travailleurs du Québec (FTQ) or Fondaction (CSN). 2012 Frequently Asked Questions
(week of April 14, 2013)		 Special taxes FTQ-Fondaction - Impôt spécial FTQ-Fondaction
This filter displays a list of the clients who are eligible for the Prince Edward Island Sales Tax Credit (PEISTC) for the period of July 2013 to June 2014, but who are not eligible for the goods and services tax credit for this same period. 2.0 – 2012 Troubleshooting
(week of February 10, 2013)		 PEISTC - GSTC - CTVIPE - TPS