Release Notes

Our Support Centres are Going Digital: Emails are Now Our First Priority

This is the digital age. As part of our transformation to digital support centres, we are pleased to announce that email inquiries will now be given first priority. This digital shift will allow us to process your requests even faster, and better meet your needs.

From now on, use emails instead of telephone to contact Customer Service and the Support Centre to save time and get accelerated service!

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Try our Knowledge Base!

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.

To access the Knowledge Base, click the Menu button at the top left corner of the program, select Professional Centre and refer to the Quick answers section.

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About

Taxprep Forms is the most complete electronic library of income tax forms in Canada. Three versions are available: the Gold version includes more than 475 slips and forms issued by the Canada Revenue Agency (CRA) and Revenu Québec (RQ), while the Silver version includes nearly 220 and the Bronze version, nearly 20. To view the content of your version, access the Forms view of the program (by selecting View/Form Manager). A list of the forms included in each version is also available in PDF format. You can consult this list on the Taxprep Forms Professional Centre, (accessible from the Menu button at the top left corner of the program) under the “Documentation” section, or on the Taxprep Web site, at https://wolterskluwer.ca/products/taxprep/taxprep-forms/.

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Installation and Versions

Before installing the program, please read the Installation Procedures which are included with the software package and that are also available in the Installation Procedures Help topic.

Based on the activation key you have entered when installing the program, you will have access to the Gold, Silver or Bronze version. To find out the type of version you have installed, select Help/About Taxprep Forms. You will find the information in the Additional Information area of the dialog box.

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Rolling Forward Preparer Profiles

Once you have rolled forward your preparer profiles from last year to the current year, it is important to verify that the options defined with respect to your clients always correspond to your situation for the current season.

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Forms and Slips Coverage

The slips, RL slips and summaries included in Taxprep Forms 2022 normally apply to the 2022 taxation year. You can nonetheless use them if you need to file a slip for the 2023 taxation year before the 2023 versions of the slips are made available by government authorities.

Individual forms can be used until they are updated by the CRA or RQ. Note that the Taxprep e-Bulletin notifies you each time an updated or new form is made available in a program update.

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Opening Files and Rolling Files Forward

Client files with the .T22 extension

Client files with the .T22 extension that have been saved with Taxprep Forms 2021 can be opened with Taxprep Forms 2022 without having been rolled forward first. When opening that file, a dialog box displays and asks you if you want to recalculate the file with the current version. By answering yes, you can simply continue working in the file. If you answer no, the data in the file will be locked. It can be unlocked later using the Properties dialog box (File/Properties command).

Client files with an extension other than .T22

Client files with a .T19, .T20 or .T21 extension that have been saved with a 2019, 2020 or 2021 version of Taxprep Forms can also be opened with Taxprep Forms 2022 without having been rolled forward first. To open such a file, access the Open dialog box (File/Open command). Using the Look in: drop-down list, select the directory where the client file has been saved. Then, enter “*.*” in the “File name:” box and press Enter to display the list of client files. You can then select and open the client file you want to access. When opening the client file, a dialog box displays and asks you if you want to recalculate the file with the current version. By answering yes, you can simply continue working in the file. If you answer no, the data in the file will be locked. It can be unlocked later using the Properties dialog box (File/Properties command).

Rolling forward client files

To roll files forward with Taxprep Forms, select File/Roll Forward.

Taxprep Forms 2022 allows you to roll forward client files that were saved with the 2021 version of Taxprep Forms or Cantax FormMaster, which have the .T21 extension, as well as client files saved with Taxprep Forms 2022 or Cantax FormMaster 2022 that have the .T22 and .T23 extension.

Taxprep Forms 2022 also allows you to roll forward client files that were saved with a 2019 or 2020 version of Taxprep Forms or Cantax FormMaster. To do so, access the Roll Forward dialog box (File/Roll Forward command). Using the Look in: drop-down list, select the directory where the client file has been saved. Then, select “CCH Forms (*.T??)” in the “Files of type:” box to display the list of client files. You can then select and roll forward a client file.

Furthermore, Taxprep Forms 2022 allows you to roll forward the files saved with the AvanTax eForms application that have a .T21N extension and the files saved with Intuit’s ProFile FX application that have a .21X extension.

Note: In a rolled-forward file, the taxation year cannot end after December 31, 2023.

Attached notes

Note that the attached notes are rolled forward, unless this option is disabled in the data roll forward options.

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Electronic Filing

Taxprep Forms enables you to electronically transmit data from the T5013 return (Silver and Gold versions) and the following slips and RL slips:

Slip

Version

Bronze

Silver

Gold

NR4

  

X

X

T3

  

X

X

T4

X

X

X

T4A

X

X

X

T4A-NR

  

X

X

T4RIF

  

X

X

T4RSP

  

X

X

T5

X

X

X

T2202

  

X

X

T5008

  

X

X

T5013

  

X

X

T5018

  

X

X

RRSP

    

X

RL-1 T4

X

X

X

RL-1 T4A

X

X

X

RL-1 T4ANR

X

X

X

RL-2 RIF

  

X

X

RL-2 RSP

  

X

X

RL-2 T4A

  

X

X

RL-3

X

X

X

RL-7

  

X

X

RL-8

  

X

X

RL-11

  

X

X

RL-15

  

X

X

RL-16

  

X

X

RL-18

  

X

X

RL-22

  

X

X

RL-24

  

X

X

RL-25

  

X

X

RL-27

  

X

X

RL-31

X

X

X

Specialized Returns

The returns listed below can also be filed electronically.

Return

Version

Silver

Gold

T3D

  

X

T3GR

X

X

T3P

X

X

T3RI

 

X

T1061

  

X

T2000

  

X

Government requirements

At the federal level and in Québec, any filer filing more than 50 information slips of a same type must file the data electronically by Internet. Below that threshold, paper filing is accepted.

Budget 2021 announced that the threshold for mandatory electronic filing of income tax information returns for a calendar year would be lowered from 50 to 5 information returns.

The legislation for this measure was not finalized at the time of publication. For the latest information about the penalty for not filing information returns over the Internet, go to Penalty for failure to file information returns over the Internet.

Taxation years covered

Revenu Québec only accepts electronic transmissions of the RL slips for the 2022 and 2023 taxation years. The CRA does not impose restrictions about the taxation year that can be processed.

Important dates for Internet transmission

Taxprep Forms 2022 complies with the latest Internet transmission requirements issued by government agencies. Files generated with Taxprep Forms 2022 can therefore be electronically transmitted:

  • To the CRA, starting on January 9, 2023, (date on which the CRA reopens its Internet transmission service, which will be closed on December 23, 2022, for update purposes);
  • To Revenu Québec, without any delay (as Revenu Québec’s Internet transmission service has been updated in November 2022).

CRA’s Web Access Code

If you already have a Web access code, you can use it to file your information returns for 2022 and subsequent years.

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Version 1.0 Content

Updates and Additions

To review the updates and additions contained in version 1.0 of Taxprep Forms 2022, consult the Updates and Additions table.

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Version 1.0 – Comments and Details

Immediate Expensing

This measure provides that the capital cost of eligible depreciable property may be deducted entirely, up to a limit of $1.5 million per year. Taxprep Forms allows this measure to be processed for partnerships only. Therefore, the following changes have been made in the program:

T5013 Schedule 8, Capital Cost Allowance (CCA) (Jump Code: T5013S8)

Several changes have been made to this form. First, the custom question Is the partnership eligible for immediate expensing in the current fiscal period? has been added to the form. Immediate expensing will be calculated only if you answer Yes to this question.

Part 1, Agreement between associated eligible persons or partnerships (EPOPs), has been added to the form. If the answer to the new question, Are you associated in the fiscal period with one or more EPOPs with which you have entered into an agreement under subsection 1104(3.3) of the Regulations? is Yes, you will need to complete the table in this section. This table allows you to indicate the percentage of the immediate expensing limit assigned under the agreement to each corporation, individual and partnership of an associated group.

We have also added the custom section Immediate expensing limit before the UCC limit of the DIEP to present the limit used to calculate immediate expensing.

New columns have also been added to the table in Section 2, CCA Calculation, for the calculation of immediate expensing:

  • Column 4, Cost of acquisitions from column 3 that are designated immediate expensing property (DIEP)

  • Column 9, Proceeds of dispositions of the DIEP

  • Column 11, UCC of the DIEP

  • Column 12, Income earned from the business or property in which the DIEP is used

  • Column 13, Immediate expensing

  • Column 14, Cost of acquisitions on remainder of Class

  • Column 15, Cost of acquisitions from column 14 that are accelerated investment incentive properties (AIIP) or properties included in Classes 54 to 56

  • Column 16, Remaining UCC

T5013 General CCA, General CCA Classes (Jump Code: T5013 CCAR)

T5013 Vehicle CCA, CCA Class 10.1 (Jump Code: T5013 CCAPV)

T5013 Leasehold CCA, CCA Class 13 (Jump Code: T5013 CCALI)

New lines corresponding to the new columns in the CCA table on Form T5013 Schedule 8 have been added to these forms. We have also added the question Is the property a designated immediate expensing property (DIEP) for the fiscal period? for class 10.1 and the question Are all assets acquired in the current year DIEP? for class 13 and the general classes. The answer to these questions will be taken into account in the calculation of line Cost of acquisitions of DIEP.

TP-130.EN, Immediate Expensing Limit Agreement (Jump Code: TP130EN)

This form is used to allocate the $1.5 million immediate expensing limit among the associated eligible persons or partnerships in Québec. Much of the information is taken from the table in Part 1 of Form T5013 Schedule 8.

In addition, in the instructions at the top of the form, Revenu Québec asks that the federal immediate expense limit agreement be attached to Form TP-600, Partnership Information Return.

TP-600.B, Schedule B – Capital Cost Allowance (Jump Code: TP600AB)

Some column headings have been changed to take into account the new measures concerning immediate expensing. However, the calculation of this measure is based on the new Form CO-130.AD.

CO-130.AD, Capital Cost Allowance for Immediate Expensing Property (Jump Code: CO130AD)

This Québec form allows you to enter the information regarding the designated immediate expensing property (Part 2) and calculate the immediate expensing amount deducted (Part 3) for the fiscal period.

ID, Client Identification and Other Information (Jump Code: ID)

A validation message has been added to the Trust Account Number fields. If an incorrect trust account number is entered, a pop-up message will prompt you to enter a valid one. If you agree to keep the wrong trust account number in the Trust Account Number field of the Client Identification and Other Information form, a diagnostic will attach to the cell telling you that the number is invalid.

RL-16 slip, Trust Income (Jump Code: RL16)

The temporary exemption which allowed new trusts to omit the identification number from the RL-16 slips is no longer in effect. As a result, the option provided for this purpose on the Identification form (Jump Code: ID) has been removed. The identification number must therefore be obtained prior to the production of the RL-16 slips. If the trust has a federal account number, it must be included on the RL-16 slips. However, you do not have to enter the trust’s federal account number if it has not yet been assigned. Note that these numbers will be hidden on copy 2 of the slip, as required by Revenu Québec.

In its Guide to Filing the RL-16 Slip, Revenu Québec has provided clarification regarding the consolidated RL-16 slips. A consolidated RL-16 can be issued when the income of several trusts can be combined on one slip for a single beneficiary. Since a Taxprep Forms file must be created for each trust, this cannot be done with our program. Therefore, we have removed the Consolidated RL-16 slip box on the T3/RL16 Data Entry Screen (Jump Code: T3).

RL-18 slip, Securities Transactions (Jump Code: RL18)

Revenu Québec now allows tax preparers to add a second recipient represented by a business name when the slip’s recipient type is a holder of a joint account. You can do so using the new section Business name of the 2nd recipient (joint account) of T5008’s data entry screen (Jump Code: T5008). However, the second recipient can only be an individual when it comes to completing and efiling the T5008. For this reason, the new section is only available when recipients are in Québec. If the new section isn’t completed, the program considers the second recipient is an individual when completing the T5008 and the RL18, exactly like it used to.

RL-24 slip, Childcare Expenses (Jump Code: RL24)

As stipulated in the Information Bulletin 2021-8 and in the Instructions for completing RL-24 slips (Jump Code: RL24SUM), any person who provides childcare services in Québec for remuneration will be subject to the obligation to file a RL-24 slip and send a copy to the payers so they can claim the refundable tax credit for childcare expenses. For greater clarity, the tax legislation will be amended so that the issuance of one or more receipts will no longer be accepted as proof of payment of qualified childcare expenses. These changes will apply in respect of childcare expenses paid for services rendered as of the 2022 taxation year.

RC66, Canada Child Benefits Application (Jump Code: RC66)

In the new version of the form, the Canada Revenue Agency specifies that a shared-custody situation exists if the child lives 40% to 60% of the time with the applicant and the rest of the time with another individual. Therefore, the question Are you in a shared custody situation for this child? has been removed at Step 6. This question has been replaced by a choice representing the percentage of time the child lives with the applicant. In addition, also at Step 6, the question Does the child live with you all the time? was replaced by Does the child live with you most or all of the time?

RC232, Corporations Information Act Annual Return (Jump Code: RC232)

Following the announcement on April 30, 2021, by the Canada Revenue Agency, Form RC232 is no longer available for download on the canada.ca website and will no longer be processed by the Agency. Because Ontario’s information returns are now only filed directly through the Ontario Business Registry (online), Form RC232 has been removed from version 2022.1.0 of the program.

T3A, Request for Loss Carryback by a Trust (Jump Code: T3A)

T3M, Environmental Trust Income Tax Return (Jump Code: T3M)

T3-RCA, Retirement Compensation Arrangement (RCA) Part XI.3 Tax Return (Jump Code: T3RCA)

T3S, Supplementary Unemployment Benefit Plan Income Tax Return (Jump Code: T3S)

T183 TRUST, Information Return for the Electronic Filing of Trust Return (Jump Code: T183)

EFILE, T3 Return Electronic Filing Worksheet (Jump Code: EFILE)

As of this release of the program, trust returns to be filed electronically are no longer supported by Taxprep Forms. As a result, these forms were removed from version 2022.1.0 of the program, and you will need to use the Taxprep for Trusts program to file them.

T2201, Disability Tax Credit Certificate (Jump Code: T2201)

As a result of an update, changes have been made to the Mental functions necessary for everyday life section of the T2201 form. If you completed this section of the form using a previous version of the program, we recommend that you review it before filing it.

T5013 Schedule 6, Summary of Dispositions of Capital Property (Jump Code: T5013S6)

Part 12 has been added to Form T5013 Schedule 6 for the disposition of an interest in a partnership that is subject to a 100% inclusion rate under subsection 100(1).

T5013 Schedule 63, Return of Fuel Charge Proceeds to Farmers Tax Credit (Jump Code: T5013S63)

This new schedule is used to calculate the refundable tax credit for the return of fuel charge proceeds to farmers after December 31, 2020. A minimum of $25,000 in gross eligible farming expenses is required to qualify for this tax credit. The applicable payment rate depends on the fiscal period and the province in which the entity operates. The amount of the tax credit for each designated province is allocated to partners on lines 530 to 560 and is carried over to box 237 of Form T5013/RL-15, Partnership Income (Jump Code: T5013). Where the entity operates in more than one designated province, the amounts will carry over to the generic boxes of Form T5013/RL-15.

T5013 Schedule 65, Air Quality Improvement Tax Credit (Jump Code: T5013S65)

This new schedule is used to calculate the refundable tax credit at a rate of 25% of qualifying ventilation expenditures incurred by an eligible entity during the qualifying period starting on September 1, 2021, and ending on December 31, 2022. This tax credit is subject to a maximum of $50,000 in qualifying expenditures across all qualifying locations and a maximum of $10,000 in qualifying expenditures per qualifying location. Eligible entities that are affiliated must share these limits. The amount on line 510 is allocated to eligible partners of the partnership in box 238 of Form T5013/RL-15, Partnership Income (Jump Code: T5013).

Notice to reader removed

As a result of the coming into force of the new Canadian Standard on Related Services (CSRS) 4200, Compilation Engagements, published by the Auditing and Assurance Standards Board, the software introduces changes to the Notice to Reader.

CSRS 4200 addresses compilation engagements, also referred to as “Notice to Reader” in practice and contains new conducting and reporting requirements. Therefore, to align with key changes, including scope and reporting standards, the Notice to Reader is taken from the software.

The removal of the Notice to Reader is showcased in the following locations in the software:

  • removal of the Notice to Reader letter (Federal and Québec)

  • removal of options in Preparer profile section related to Notice to Reader and disclaimers

  • changes in Form ID and Letter C.

The following is retained:

  • the Custom mention option in preparer profile

  • the Engagement letter.

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Forms under review

The following forms are presently under review for one of the following reasons: either the CRA has not yet released the final version, or we have received the form too late to integrate it. They are labelled “Under Review” on screen and “Do not submit” watermark when printing:

  • Forms relating to the T5013 return, Partnership income, and its schedules, as well as the electronic transmission of the T5013 return and slip.

  • Forms relating to the TP-600, Partnership Information return, and its schedules.

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Future Updates

During 2022, Taxprep Forms 2022 will be the subject of several form updates which you will be able to download from the Internet or obtain on CD-ROM. The following table provides you with an overview of the delivery methods for this version and future updates.

Version

Release

Download

CD-ROM

Version 1.0

December 2022

Bronze
Silver
Gold

Bronze
Silver
Gold

Version 2.0

February 2023

Bronze
Silver
Gold

 

Version 3.0

March 2023

Bronze
Silver
Gold

Silver
Gold

Version 4.0

May 2023

Bronze
Silver
Gold

 

Version 5.0

July 2023

Bronze
Silver
Gold

Gold

 

Each time a new version or update becomes available for download, a notification is shown on the Professional Centre. You then have two options:

  • You can access the downloadable products directly from the Taxprep Forms Professional Centre. To benefit from this option, enter your user name and password in the Professional Centre panel in the “Electronic Services” section of the Options and Settings dialog box.
  • You can access the Taxprep Forms downloads page from the https://wolterskluwer.ca/products/taxprep/ Web site, by clicking Download.

Please note that you are not required to install one of the previous versions of Taxprep Forms 2022 to be able to install updates and subsequent versions. Also, when launching the installation, any prior version will be detected, if appropriate. With a prior version installed, updating Taxprep Forms will be performed more rapidly.

Note: The Taxprep e-Bulletin of Taxprep Forms informs you each time a program update is available for download.

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Technical Information

Technical Changes

Electronic signature – Adding initials

It is now possible to add an e-tag so that a signatory's initials are included in a custom letter when using the electronic signature feature.

With the exception of the Engagement letter which contains the s1 and d1 e-tags, customer letters do not have e-tags integrated by default. To add the main taxpayer’s initials, you must add the \i1\ e-tag to your custom letter, as shown in the example below:

Where:

\s1\ corresponds to the e-tag;

\d1\ corresponds to the signature date; and

\i1\ corresponds to the initials.

Electronic filing of T3M and T3S returns

The Environmental trust tax returns (Jump Code: T3M) and the Supplementary unemployment benefit plan tax returns (Jump Code: T3S) that were previously efiled through Taxprep Forms are now efiled through Taxprep for Trusts.

To this end, several changes have been made to Taxprep Forms:

  • The Electronic Services/Identification — Transmission section has been removed from the Options and Settings dialog box.

  • The Transmit dialog box has been removed from the program.

  • The EFILE Transmission Results dialog box has been removed from the program.

  • Finally, the T3M – EFILE Eligible and the T3S – EFILE Eligible filters have been removed from the filters in the Client Manager view.

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Where to Find Help

If you have any questions regarding the installation or use of the program, there are several options for getting help. Access the Professional Centre (accessible from the Menu button at the top left corner of the program) or the Knowledge Base for tips and useful information on how to use the program. If you are in the program and need help, press F1 to get help on a specific topic.

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Taxprep e-Bulletin

For your convenience, you are automatically subscribed to the Taxprep e-Bulletin, a free e-mail service that ensures you receive up-to-date information about the latest version of Taxprep Forms. If you want to review your subscription to Taxprep e-Bulletin, visit https://support.wolterskluwer.ca/en/ and, in the Newsletter tab, select Subscription Manager.

You can also send an e mail to cservice@wolterskluwer.com to indicate the products for which you want to receive general information or information on our CCH software (Personal Taxprep, Corporate Taxprep, Taxprep for Trusts, Taxprep Forms or CCH Accountants’ Suite).

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How to Reach Us

E-mail

Customer Service:
cservice@wolterskluwer.com

Tax and Technical support:
csupport@wolterskluwer.com

Telephone

1-800-268-4522

Web Site

https://support.wolterskluwer.ca/en/support/

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