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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
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Date: 2020-June-4
Personal Taxprep
Release of Version 5.0 of Personal Taxprep 2019
We are pleased to announce the release of version 5.0 of Personal Taxprep 2019, which is now available for download.
The CD-ROMs will be shipped starting the week of June 7, 2020.
This version allows you to file 2019 tax returns and helps you plan and forecast your clients’ needs for the next tax year (with the Planner mode). The 2020 federal and provincial government tax rates which were known at the time of this release have been incorporated.
Here is a brief summary of the main changes:
For more information with regards to these changes, consult the Release Notes.
End of support for Windows 7 and Windows Server 2008 R2 SP1
As we have been announcing since November 2018 in several documents (Installation Procedures and texts on the Web sites), as well as in the e-mails sent on September 3 and December 3, 2019, our software applications ended support of Windows 7 and Windows Server 2008 R2 SP1 in November 2019.
For more information, consult our Knowledge Base article End of support for Windows 7 and Windows Server 2008 R2 SP1.
Consult our Knowledge Base to quickly find the information you need!
Our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.
Activation Keys
Personal Taxprep requires an activation key to install the program, which includes various modules.
Simply enter the applicable key when prompted. To access your activation key, go to https://support.wolterskluwer.ca/en/download/ and log in to the Login section. In the Dashboard page, click the Activation Key(s) button in the Download section. If you have already installed a previous version of Personal Taxprep 2019, the activation key will not be required.
Training
To familiarize yourself with functionalities of the new enhanced Taxprep interface, consult the different videos available in the Personal Taxprep Help Centre.
To consult the different training options available regarding Personal Taxprep (seminars, webinars, tutorials and more), access the Training section of the Wolters Kluwer Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
For Taxprep training, please contact the Professional Services team at learning@wolterskluwer.com.
Release of Version 5.0 of Personal Taxprep 2019
We are pleased to announce the release of version 5.0 of Personal Taxprep 2019, which is now available for download.
| Important: The minimum subscription term for this product is one year. If you have any questions regarding your subscription, please contact Customer Service at cservice@wolterskluwer.com or log on to "My Account" on the https://www.wolterskluwer.ca Web site.
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The CD-ROMs will be shipped starting the week of June 7, 2020.
This version allows you to file 2019 tax returns and helps you plan and forecast your clients’ needs for the next tax year (with the Planner mode). The 2020 federal and provincial government tax rates which were known at the time of this release have been incorporated.
Here is a brief summary of the main changes:
- Scenarios form – Planning tool that allows you to evaluate the current and future tax situation of your clients
The Scenarios form has been enhanced to increase your productivity when you plan the tax situations of your clients for this year or the next.
From the Scenarios form, you can now create different scenarios by either entering data in the current return’s forms or by directly entering data in the Scenarios form without impacting data in the return.
In addition, you can choose to use the current-year rates or the subsequent-year rates. The purpose of this enhancement is to provide you with more flexibility when preparing tax planning for your clients.
For more information with regards to these changes, consult the Release Notes.
End of support for Windows 7 and Windows Server 2008 R2 SP1
As we have been announcing since November 2018 in several documents (Installation Procedures and texts on the Web sites), as well as in the e-mails sent on September 3 and December 3, 2019, our software applications ended support of Windows 7 and Windows Server 2008 R2 SP1 in November 2019.
For more information, consult our Knowledge Base article End of support for Windows 7 and Windows Server 2008 R2 SP1.
Consult our Knowledge Base to quickly find the information you need!
Our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.
Activation Keys
Personal Taxprep requires an activation key to install the program, which includes various modules.
Simply enter the applicable key when prompted. To access your activation key, go to https://support.wolterskluwer.ca/en/download/ and log in to the Login section. In the Dashboard page, click the Activation Key(s) button in the Download section. If you have already installed a previous version of Personal Taxprep 2019, the activation key will not be required.
Training
To familiarize yourself with functionalities of the new enhanced Taxprep interface, consult the different videos available in the Personal Taxprep Help Centre.
To consult the different training options available regarding Personal Taxprep (seminars, webinars, tutorials and more), access the Training section of the Wolters Kluwer Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
For Taxprep training, please contact the Professional Services team at learning@wolterskluwer.com.