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 2013 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 2013\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 clients who prepare T5013 slips and/or RL-15 slips and whose amount rolled forward on line “Limited partner’s loss of prior years” in the “Limited partner’s net income or loss (T5013/RL-15)” section of Form T5013/RL-15 Data entry screen (Jump Code: T5013) is incorrect.	1.0 - 2013 1.0.1 - 2013 1.1 - 2013	Troubleshooting (week of February 9, 2014)	T5013 - Limited partner’s losses of prior years - Pertes comme commanditaire des années précédentes