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 for one of the 2012 Taxprep Forms 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 Taxprep Forms.
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\Taxprep Forms 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 generates a list of clients who are filing a T5013 return and whose calculation on lines “Assistance amounts and incentive payments for CEE, CDE and COGPE” and “Specified expenditures related to resources (CEE, CDE, COGPE and FEDE)” in the “Adjusted Cost Base (ACB) “ section is incorrect.	3.0 – 2012	Troubleshooting (week of June 16, 2013)	T5013-T5013A-RL-15 ACB and resource expenses - T5013-T5013A-RL-15 PBR et frais de ressource
This filter displays a list of clients who are filing a TP-600 return and who incurred a final loss as a result of a disposition of property (other than class 10.1) in the fiscal period.	2.0 – 2012	Troubleshooting (week of March 31, 2013)	TP-600 Schedule B – Terminal loss – TP-600 Annexe B – Perte finale