Add client filters or diagnostics

Client filter templates 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 Personal Taxprep versions.

In addition, diagnostic templates have been created to warn you of possible errors or particular tax situations that were the subject of a troubleshooting memo for one of the 2013 versions of Personal Taxprep.

Furthermore, a client filter and diagnostic template has 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 Personal Taxprep versions and in order to warn you of possible errors or particular tax situations that were the subject of the same Troubleshooting Memo.

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


Download a client filter, a diagnostic or a client filter and diagnostic template

To download a filter or a diagnostic, click the appropriate link in one of the lists below and save the file in the predefined folder for filters and diagnostics.


Find the location for the client filters, the diagnostics or the client filter and diagnostic template

To find the predefined folder for customized client filters or diagnostics, 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 2013\Filter and Diagnostics\.

Using the client filter template

• 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.

Using the diagnostic template

To display the diagnostics from the active return, proceed as follows:

• In the Form Manager, open Form Diagnostics (Jump Code: DIAGNOSTICS).
• On the View menu, click Diagnostics.
• Press Alt+F5.
• Click available on the Advanced toolbar.

If the active return contains the error detected by the program, the added diagnostic will display in the My diagnostics tab of the diagnotics pane.


Using the client filter and diagnostic template

The client filter and diagnostic template provides you with the advantages of both the client filter template and the diagnostic template. Therefore, once downloaded and saved in the folder defined for the client filter and diagnostic template, this template can be used with the above-described procedures in the “Using the client filter template” and “Using the diagnostic template” sections.


Available client filter templates

Subject	Version	Type	Client Filter Templates
This filter displays a list of returns for which the posted filing date is 30/12/1899.	3.0 - 2013 4.0 - 2013	Troubleshooting (week of March 30, 2014)	CCH Scan – Incorrect filing date - Date de production erronée
This filter displays a list of returns for which the tax credit rate calculated on line 92 of Schedule C is incorrect.	3.0 - 2013 4.0 - 2013	Troubleshooting (week of March 30, 2014)	QC – Incorrect rate on line 92 – Taux erroné sur la ligne 92

Available diagnostics templates

Subject	Version	Type	Diagnostics Templates
Schedule C - The tax credit rate calculated on line 92 of Schedule C is incorrect. Enter 63% on this line using an override.	3.0 - 2013 4.0 - 2013	Troubleshooting (week of March 30, 2014)	TAXPREP02
DONATIONS – Error in the calculation of the first time donor super credit (FDSC) in the connected return of a dependant	2.0 - 2013 2.1 - 2013	Troubleshooting (week of February 16, 2014)	TAXPREP01

Available client filter and diagnostic template

Client Filter and diagnostic Template	Version	Type
QV	4.1 - 2013	Troubleshooting (week of April 6, 2014)
Diagnostic QV – No donations tax credit is claimed on line 395 of the TP1 return. Consult the Troubleshooting Memo on Schedule V for more information. Client filter This filter displays a list of returns for which no donations tax credit is calculated in Schedule V and on line 395 of the TP1 return when the taxpayer was not residing in Québec on December 31, 2013, but the or she must file a TP1 return.

Client Filter and diagnostic Template	Version	Type
RC381	3.0 - 2013 4.0 – 2013 4.1 – 2013 4.2 - 2013	Troubleshooting (week of June 8, 2014)
Diagnostic RC381 – A calculation error has been detected on line 5 in Part 3 of Form RC381 when the following requirements are met: the taxpayer received one or more T4 slips on which the CPP contributions deducted at source are not sufficient, the taxpayer reports business income, and the total income exceeds the maximum pensionable earnings under the CPP, i.e. $51,100. To correct the situation, use an override to enter the amount from 18 in Part 1 on line 5 in Part 3 of Form RC381. Client filter This filter displays a list of returns for which CPP contributions payable on self-employment income are incorrect, because the taxpayer received one or more T4 slips on which the CPP contributions deducted at source are not sufficient, the taxpayer reports business income, and the total income exceeds the maximum pensionable earnings under the CPP, i.e. $51,100.

Client Filter and diagnostic Template	Version	Type
DONATIONS	4.2 – 2013 4.3 – 2013	Troubleshooting (week of November 16, 2014)
Diagnostic Donations - The unused Canadian donations (limited to 75%) from 2013 have not been rolled forward to planner mode. They must be entered manually. Client filter This filter creates a list of returns for which unused Canadian donations (limited to 75%) from 2013 that have not been rolled forward to the planner mode.