Sujets d'actualité - Semaine du 17 novembre 2024
Lancement de notre Assistante virtuelle avancée 2.0
Combinée à la technologie GenAI, notre Assistante virtuelle avancée fournit désormais des réponses descriptives directement à vos questions plutôt qu'une liste d'articles à consulter. Connectez-vous à notre Assistante virtuelle avancée 2.0 pour bénéficier d'une conversation virtuelle encore plus efficace! Nouvel horaire téléphonique de nos équipes
Les lundis et mardis De 8 h 30 à 18 h (HE) En 2025, nous passerons à un soutien exclusivement numérique offert du lundi au vendredi. Nos experts continueront d'examiner chaque demande de soutien et d'y répondre de la manière la plus appropriée (ce qui peut inclure des appels téléphoniques ou des réponses par le biais des demandes en ligne). Les demandes de soutien peuvent être soumises par la Plateforme de soutien 24 heures sur 24, 7 jours sur 7, ainsi que par clavardages en direct, lesquels sont traités en direct par nos agents de soutien du lundi au vendredi, de 8 h 30 à 18 h, HE. Remarque : Les produits CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan et CCH Site Builder sont déjà uniquement supportés par demandes de soutien en ligne. Plateforme de soutien : tout ce qu'il faut savoir
Veuillez consulter les vidéos ci-dessous pour savoir comment vous inscrire à la plateforme de soutien et optimiser son utilisation : Articles les plus consultés de notre base de connaissances cette semaine
|
Cet article est disponible en anglais seulement
Date : 2013-juin-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 |