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Hot topics - Week of April 29, 2024
Prioritisation of web tickets and live chats with a support agent
Web tickets and live chats are given priority over the phone calls. For a faster service, connect to our Support Platform to create a web ticket through our virtual assistant who will either offer you to submit your case or to chat live with an agent. Most Consulted Articles in the Knowledge Base (as of May 3, 2024)
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Date: 2021-Feb.-17
Personal Taxprep
Release of Version 2.0 of Personal Taxprep 2020
We are pleased to announce the release of version 2.0 of Personal Taxprep 2020, which is now available for download.
The CD-ROMs will be shipped starting the week of February 21, 2021.
This version contains most of the forms released by the tax authorities for the 2020 taxation year. These forms were approved and allow you to file income tax returns for taxpayers who do not require the forms listed in the Calculations and Forms Under Review section of the Release Notes. In addition, returns can be EFILED with this version of Personal Taxprep. For information on the transmission system schedule, please refer to the Electronic Filing section of the Release Notes.
For more information with regards to these changes, consult the Release Notes.
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 2020, the activation key will not be required.
Training
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 2.0 of Personal Taxprep 2020
We are pleased to announce the release of version 2.0 of Personal Taxprep 2020, 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 February 21, 2021.
This version contains most of the forms released by the tax authorities for the 2020 taxation year. These forms were approved and allow you to file income tax returns for taxpayers who do not require the forms listed in the Calculations and Forms Under Review section of the Release Notes. In addition, returns can be EFILED with this version of Personal Taxprep. For information on the transmission system schedule, please refer to the Electronic Filing section of the Release Notes.
Here is a brief summary of the main changes:
- T183, Information Return for Electronic Filing of an Individual’s Income Tax Benefit Return (Jump Code: T183)
The CRA will continue to accept an electronic signature on Form T183 for the 2021 tax filing season. The CRA added three new EFILE fields (electronic signature indicator, signature date, and signature time), which must all be transmitted when Form T183 is electronically signed. Starting with the next version, which is scheduled to be released in mid-March, three new EFILE fields (electronic signature indicator, date of signature and time of signature) will be completed by the program once the taxpayer signed if you are using the electronic signature feature in the CCH iFirm Portal.
- What’s new with CCH Scan and the Taxprep slips data import
Data from these two forms can now be imported into Form T2200 (Jump Code: 2200) of Personal Taxprep either from Forms T2200 and T2200S that originate from CCH Scan (using the AutoFlow technology), or from the slip that originates from Taxprep Forms.
For more information with regards to these changes, consult the Release Notes.
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 2020, the activation key will not be required.
Training
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.