|
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
|
Date: 2013-June-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 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:
Using the client filter
Available 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:
- Launch Taxprep Forms.
- 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\Taxprep Forms 2012\Filter and Diagnostics\.
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 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 |