Release Notes

End of support for Microsoft Office 2013 and Microsoft Internet Explorer 11

As we have been announcing since May 2021, in particular in an article of our Knowledge Base as well as the e-mails sent last May, starting in November 2021, Wolters Kluwer will discontinue support for Microsoft Office 2013 and Microsoft Internet Explorer 11.

For more information, consult our Knowledge Base article End of support for Microsoft Office 2013 and Internet Explorer 11. An upgrade of your system may be required.

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End of support for Windows 32-bit versions

As announced in the Windows 10 version 2004 system requirements, Microsoft stopped releasing 32-bit versions of operating systems. Therefore, please note that the versions of our software, which will be released in December 2022, will have a 64-bit architecture, and will no longer support 32-bit operating systems. Therefore, Taxprep will no longer operate on 32-bit operating systems.

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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.

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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 Go/Forms). 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, 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 your preparer profiles from last year are rolled forward 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 2021 normally apply to the 2021 taxation year. You can nonetheless use them if you need to file a slip for the 2022 taxation year before the 2022 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 .T21 extension

Client files with the .T21 extension that have been saved with Taxprep Forms 2020 can be opened with Taxprep Forms 2021 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 .T21

Client files with a .T18, .T19 or .T20 extension that have been saved with a 2018, 2019 or 2020 version of Taxprep Forms can also be opened with Taxprep Forms 2021 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 2021 allows you to roll forward client files that were saved with the 2020 version of Taxprep Forms or Cantax FormMaster, which have the .T20 extension, as well as client files saved with Taxprep Forms 2021 or Cantax FormMaster 2021 that have the .T21 and .T22 extension.

Taxprep Forms 2021 also allows you to roll forward client files that were saved with a 2018 or 2019 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 2021 allows you to roll forward the files saved with the AvanTax eForms application that have a .T20N extension and the files saved with Intuit’s ProFile FX application that have a .20X extension.

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
T3M		X
T3P	X	X
T3RI		X
T3S		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.

Taxation years covered

Revenu Québec only accepts electronic transmissions of the RL slips for the 2021 and 2022 taxation years. The CRA does not impose restrictions about the taxation year that can be processed.

Important dates for Internet transmission

Taxprep Forms 2021 complies with the latest Internet transmission requirements issued by government agencies. Files generated with Taxprep Forms 2021 can therefore be electronically transmitted:

• To the CRA, starting on January 10, 2022, (date on which the CRA reopens its Internet transmission service, which will be closed on December 22, 2021, for update purposes);
• To Revenu Québec, without any delay (as Revenu Québec’s Internet transmission service has been updated on November 15, 2021).

Please note that you can no longer use the CRA’s Filing by Internet file transfer (XML) service to electronically transmit a T3M or T3S return, as this type of transmission has not been supported by the CRA since December 23, 2021. However, you can still use the CRA’s Filing by Internet file transfer (XML) for Forms T1061, T2000, T3D, T3GR, T3P and T3RI.

The CRA will make available the electronic transmission of the T3M and T3S returns using EFILE. However, at the time of writing, the opening date of this service was not yet known. The transmission of T3M and T3S returns using EFILE will be available in Taxprep Forms 2021 only when the T3 EFILE service will be open. For more information on this matter, please see the Federal – T3 EFILE article.

CRA’s Web Access Code

If you already have a Web access code, you can use it to file your information returns for 2021 and subsequent years.

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Version 3.0 Content

Updates and Additions

To review the updates and additions contained in version 3.0 of Taxprep Forms 2021, consult the Updates and Additions table.

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Version 3.0 – Comments and Details

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

For purposes of filing the T3M (Jump Code: T3M) and T3S (Jump Code: T3S) returns, custom question Has the name of the trustee changed since the last time the CRA was notified? has been added to the Client identification – Other than individual section, as the answer to this question is mandatory for the electronic transmission. Note that the answer to this question is No by default.

Preparer Profiles

The following fields have been added to Section C of the PROFILE tab to allow you to enter information regarding the communication with the CRA during a pre-assessment or post-assessment review for all client files:

• Authorization granted by all trusts to allow the CRA to contact the electronic filer directly in order to request any supporting documents when the return is selected for pre-assessment or post-assessment review
• This authorization will expire on
• Pre-assessment review contact code
• Post-assessment review contact code

Electronic Filing Worksheet of T3 Returns (Jump Code: EFILE)

This form has been added to the program and includes the Preparer Profile Information, Eligibility for EFILE (T3M or T3S return) and EFILE exclusions (T3M or T3S return) sections.

EFILE Information (Jump Code: EFILE INFO)

The T3M or T3S return Internet transmission and Error codes (T3M or T3S) sections have been added. In those sections you will find key information relating to the electronic transmission of the T3, T3M or T3S returns.

The T3M and T3S subsections in the Specialized returns section have been removed.

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

Custom question Is this an amended return? and the field Specify the country (if other than Canada) have been added to the Identification and other information section, on screen only.

In addition, for purposes of filing the T3M return, custom question Has the name of the trustee changed since the last time the CRA was notified? has been added to the Trustee information section, on screen only, as the answer to this question is mandatory for the electronic transmission. The answer to this question is updated with the answer to the custom question that was added to the Client identification – Other than an individual section of Form ID (Jump Code: ID).

When opening a return prepared with a prior version of Taxprep Forms, the negative values that were entered on lines 295, 010 and 095 will not be retained. In addition, only the first 60 characters will be in the Name of trustee field and both Address fields of the Trustee information section. In addition, only the first 50 characters will be retained in the City field of the Trustee information section.

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

For purposes of filing the T3S return, custom question Has the name of the trustee changed since the last time the CRA was notified? question has been added to the Trustee information section, on screen only, as the answer to this question is mandatory for the electronic transmission. The answer to this question is updated with the answer to the custom question that was added to the Client identification – Other than individual section of Form ID (Jump Code: ID).

When opening a return prepared with a prior version of Taxprep Forms, the negative values that were entered on lines 241, 010 and 095 will not be retained. In addition, the Account number field, which is derived from the Trust account number field of the Identification form (Jump Code: ID), is now protected. As a result, if a number has been entered using an override, it will not be retained. Finally, for non-individual trustees, only the first 60 characters will be retained in the Address fields of the Trustee information section and in the Information about the trust section as well as the Name of plan field of the Identification and other information section. Also, for non-individual trustees, only the first 50 characters will be retained in the City fields of the Trustee information and Information about the trust sections.

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

This new form allows you to obtain an authorization to EFILE a trust tax return. The information in Parts A to D should be completed before having the form signed in Part E. Before EFILING the return, answer the question Was Form T183 electronically signed? in the Electronic signature section. If the answer is Yes, enter the electronic signature date and time.

Options have been added to Part C in the Profile tab of the preparer profile to indicate whether you intend to use an electronic signature method and whether you want to print the form with or without the information and instructions page. These choices will be reflected in the Information from Preparer Profile section at the top of Form T183.

T777 – Statement of Employment Expenses (Jump Code: T777)

The Calculation of the percentage of the home used as a work space for work purposes subsection has been added to the Calculation of work-space-in-the-home expenses section.

When Form T777 was updated, the personal-use portion was removed from the Calculation of work-space-in-the-home expenses section. Please review the calculations in this section.

T777S - Statement of Employment Expenses for Working at Home Due to COVID-19 (Jump Code: T777)

For the 2021 taxation year, the maximum of home office expenses has increased from $400 to $500 with the temporary flat rate method.

T5013, Partnership Income (Jump Code: T5013)

In its economic and fiscal update of December 14, 2022, the CRA proposed to add various tax credits. Therefore, boxes 237, Farmer fuel charge tax credit and 238, Ventilation system installation tax credit, have been added to Form T5013 Worksheet B, Summary of amounts to allocate to partners (Jump Code: T5013 WSB) and Form T5013/RL-15, Partnership Income (Jump Code: T5013). However, the CRA will not be able to process requests for these appropriations until Bill C-8, An act to implement the economic and fiscal update of 2021, which is currently in second reading, has obtained royal assent. Therefore, if you do not want to delay the processing of your file, it is suggested that you do not fill in these boxes before the adoption of this bill.

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Version 2.0 Content

Updates and Additions

To review the updates and additions contained in version 2.0 of Taxprep Forms 2021, consult the Updates and Additions table.

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Version 2.0 – Comments and Details

Schedule 15, Beneficial Owner Information of a Trust (Jump Code: 15)

Schedule 15 is not included in the 2021 version of the T3 return. The CRA will only administer the new reporting and filing requirements once the legislation receives Royal Assent.

Schedule 15 had been released to the public a few weeks ago and has since been removed. As a result, we have been asked to remove the schedule from our program as well. It is removed from version 2021.2.0. Note that data already entered in the schedule will not be lost and will be rolled forward to the next version.

Schedule 15-related questions and instructions were also removed in version 2021.2.0 of the following forms:

• the T3M, Environmental Trust Income Tax Return; and
• the T3S, Supplementary Unemployment Benefit Plan Income Tax Return.

Client letters and Client letter, Worksheet (Jump Code: LW)

To resolve a display problem with date fields in the paragraphs, we replaced the second date fields which were protected with new protected fields in the following sections of the Client Letter Worksheet form:

• Identification of client
• Other information
• T3/RL-16 – Trust income
• T4/RL-1 – Employment income
• T4A/RL-1/RL-2 – Pension and other income
• T5/RL-3 – Investment income
• NR4 – Statement of amounts paid or credited to non-residents of Canada
• T5008/RL-18 – Statement of securities transactions
• RL-24 – Childcare expenses
• RL-31 – Information on the occupancy of a dwelling
• T3010/TP-985.22 – Registered Charity Information Return
• T5013FIN/TP-600 – Partnership financial return
• Form(s) to sign and send or keep

In addition, we have also replaced all date fields that were used in the Client letter, Instructions for filing slips, RL slips and T3010/TP-985.22 return (Jump Code: LETTER), Client letter T5013, Filing instructions for the T5013 and TP-600 partnerships returns (Jump Code: LETTER T5013), Client letter, Additional letter (Jump Code: ACL1 to ACL7), Client letter, Notice to Reader (Jump Code: NOTICE) and Client letter Québec, Notice to Reader (Jump Code: QNOTICE). Adjust your customized letters, if necessary.

LE-39.0.2, Calculation of the Contribution Related to Labour Standards (Jump Code: LE3902)

RL-1 Summary, Summary of Source Deduction and Employer Contributions (Jump Codes: RL1SUM T4, RL1SUM T4A and RL1SUM T4ANR)

The Government of Québec recently passed the Act to modernize the occupational health and safety regime. Therefore, effective in 2022, new categories of employers will be required to pay the contribution related to labour standards. Depending on the category, their contribution rate will be the regular 0.06% rate or a reduced rate of 0.02%. The reduced rate will be 0.03% in 2023 and 0.05% in 2024. Beginning in 2025, the rate will be the same for all employers.

As a result, several changes have been made to the Contribution relating to labour standards section of temporary Summary 1. Box 40 has been added to enter the code corresponding to the type of employer for employers subject to the reduced rate. In addition, the calculation of the contribution related to labour standards is now presented in a table in order to apply the correct contribution rate.

Changes have also been made to the LE-39.0.2 form. Box 1a, Employer code, has been added to Section 1. Section 3 has been renamed Remuneration subject to the contribution and Section 4, Contribution relating to labour standards, has been added and includes a table similar to the one in the Summary 1.

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

As a result of an update, the form underwent significant changes. You must now indicate whether the custodian is an individual (option 1) or a non-individual (option 2) and only complete the corresponding information in the Custodian information section.

If you completed this form using a previous version of the program, we recommend that you review the content before filing the form.

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

As a result of the withdrawal of Schedule 15, the question Did the assets held in the trust consist only of those listed in paragraph 150(1.2) (b) with a total fair market value not exceeding $50,000 throughout the year? has been removed from the form.

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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 2021, consult the Updates and Additions table.

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Version 1.0 – Comments and Details

Mandatory Electronic Filing Threshold

In its April 19, 2021 Budget, the Government of Canada announced its intention to lower the mandatory electronic filing threshold of income tax information returns from 50 to 5 returns. However, note that this measure is not yet in force. For the latest information, refer to the CRA Web site at canada.ca/mandatory-electronic-filing. You can also subscribe to their Electronic Filing of Information Returns e-mail distribution list at canada.ca/cra-email-lists.

FP-2190.AC-V, GST -QST New Housing Rebate Application for a New Home Purchased from a Builder (Jump Code: FP2190AC)

As a result of the update of the form, the fields GST/HST account and Identification number in subsection 2.1 as well as the entire subsection 2.2.2, Surface area of home, have been removed from the form.

GST191-WS, Construction Summary Worksheet (Jump Code: GST191WS)

As a result of an update, the form underwent significant changes. Two fields have been added in Part A. One field is to be used to report the claimant’s legal name and the other is to report the date the construction or substantial renovation became substantially complete. In Part B, the fields to describe how the fair market value was determined and to detail the substantial renovations or the major addition have been replaced with text boxes to facilitate the description entry. In Part C, fields have been added to enter the description of goods and services in the Others subsection.

NR4 Summary, Summary of Amounts Paid or Credited to Non-residents of Canada (Jump Code: NR4SUM)

The non-resident account number and the payer name will now be updated from the corresponding information in the Client identification - Individual section of the ID form, provided this section is completed.

R102-R, Regulation 102 Waiver Application (Jump Code: R102R)

A check box has been added to Section I – Applicant Identification to indicate if Form T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents, has been sent to the Sudbury Tax Centre.

R105, Regulation 105 Waiver Application (Jump Code: R105)

A check box has been added to Section I – Applicant Identification to indicate if Form T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents, has been sent to the Sudbury Tax Centre.

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

The Trust Account Number field has been added to the RL-16 slip.

T3/RL-16, Data Entry Screen – Trust Income (Jump Code: T3)

According to the RL-16 slip guide, insurance-segregated fund net capital losses should be included in box A of the RL-16 slip. Therefore, we have added custom box A² in the Québec (RL-16) column, the result of which corresponds to box 37 of the Federal (T3) column. Box A on the data entry screen has also been renamed A¹. The difference between box A¹ and box A² will be reported in box A of the RL-16 slip.

If you completed this form using a previous version of the program, we recommend that you review the calculation of these fields before filing the RL-16 slip.

T3M, Environmental Trust Income Tax Return (Jump Code: T3S)

As a result of an update, the form underwent significant changes. You must now indicate the first and last name of the contact person as well as the mailing address if the latter is different from the trustee’s address in the Trustee information section. In addition, the question Is this the first year the trust is filing a tax return? has been added to the Information about the trust section. Finally, box 102, Refund Code, has been added to the Income and Tax payable section.

If you completed this form using a previous version of the program, we recommend that you review the content of the form before filing it.

Changes have been made to the electronic filing method of this form. Therefore, it cannot be filed electronically before the new service opens on February 21, 2022.

T3 Schedule 15, Beneficial Ownership Information of a Trust (Jump Code: T3SCH15)

This schedule has been added to the trust return to report the trust’s beneficial ownership information. For a trust return that must be filed for the 2021 and subsequent taxation years, Budget 2018 proposed that certain trusts provide additional beneficial ownership information on an annual basis. As a result, these trusts must now file an annual T3 return even where one was not previously required. Where required, it will also be filed with specialized trust returns.

The first year in which Schedule 15 is filed, trusts must complete Parts A, B, and C. Thereafter, trusts should complete Part A of the form every year and Parts B and C only if amendments were made during the year.

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

As a result of an update, the form underwent significant changes. You must now indicate whether the trustee is an individual (option 1) or a non-individual (option 2) and only complete the corresponding information in the Trustee information section. In addition, new questions regarding the T3 Trust Income Tax and Information Return and the new Schedule 15 have been added to the Information about the trust section. Finally, box 102, Refund Code has been added to the Summary of tax or refund section.

If you completed this form using a previous version of the program, we recommend that you review the content before filing the form.

Changes have been made to the electronic filing method of this form. Therefore, it cannot be filed electronically before the new service opens on February 21, 2022.

T4/RL-1, Employment Income (Jump Code: T4)

As result of an update, the following four code names have been modified in the drop-down lists of lines Other information in Section Information to report – Other:

• 57, Employment Income – March 15 to May 9, 2020;
• 58, Employment Income – May 10 to July 4, 2020;
• 59, Employment Income – July 5 to August 29, 2020;
• 60, Employment Income – August 30 to September 26, 2020.

These codes should be used to report employment income and retroactive payments made during 2020 pay periods only.

T4A, Pension and Other Income (Jump Code: T4A)

Box 210, Postdoctoral Fellowship Income, has been added to the Information to report – Other section. The amount in this box must be included in box 105. Therefore, this box has been split in two: custom box 105¹, Scholarships, bursaries, fellowships, artists' project grants, and prizes (box 210), corresponds to the amount in box 210 and box 105², Scholarships, bursaries, fellowships, artists' project grants, and prizes (excluding box 210), must exclude postdoctoral fellowships income. The total of the amounts in boxes 105¹ and 105² will be updated to the T4A slip.

If you completed the T4A slip using a prior version of the program and a postdoctoral fellowship income amount is included in box 105, reclassify this amount in box 210.

T1055, Summary of Deemed Dispositions (Jump Code: T1055)

As a result of the latest update of the form, the Deceased beneficiary spouse or common-law partner, deceased settlor, or transfer information section has been renamed Additional information for situations A to F.

In addition, the field Name of deceased beneficiary spouse or common-law partner in this section has been renamed and split into two fields, i.e., First name of deceased beneficiary spouse or common-law partner and Last name of deceased beneficiary spouse or common-law partner. Still in this section, the field Name of deceased settlor had also been renamed and split into two fields, i.e., First name of deceased settlor or transferor and Last name of deceased settlor or transferor. We suggest that you review this section of the form to make sure that the last name and first name are correct.

T2062, Request by a Non-Resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property (Jump Code: T2062)

A check box has been added to the Vendor (non-resident) section to indicate whether Form T1261, Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents, has been sent to the Sudbury Tax Centre.

TP-518, Transfer of Property by a Taxpayer to a Taxable Canadian Corporation (Jump Code: TP518)

TP-614, Transfer of Property to a Canadian Partnership (Jump Code: TP614)

As a result of the update of these forms, box 06, Trust account number, has been added to subsection 1.1.

T5013, Partnership Information Return and schedules

At the time of release, we still have not received a response from the CRA concerning the paper approval and XML certification for the partnership information return form. As a result, the T5013 return and schedules are up to date, but cannot be used for paper or electronic filing.

The T5013 return and schedules will be available for paper and electronic filing in the next version.

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Corrected Calculations

The following problems have been corrected in version 2021 1.0:

Federal/Québec

• Forms T2012, T2054, T2055, T2057, T2058, T2059 and T2060 – The calculation of the number of months used to determine the late-filing penalty amount is incorrect

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Future Updates

During 2022, Taxprep Forms 2021 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 2021	Bronze Silver Gold	Bronze Silver Gold
Version 2.0	February 2022	Bronze Silver Gold
Version 3.0	March 2022	Bronze Silver Gold	Silver Gold
Version 4.0	May 2022	Bronze Silver Gold
Version 5.0	July 2022	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 FormsProfessional 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 2021 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.

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Technical Information

Technical Changes

Attach file

The Attached Files tab of the Properties dialog box now provides a link to open the new Attached Files dialog box. Note that the Attached Files tab will be removed from the properties box in a future version of Taxprep Forms. You can also open the Attached Files dialog box from the File/Attached Files menu or yet, by clicking the icon on the toolbar or by pressing the Ctrl+F11 hotkey.

The new Attached Files dialog box includes a grid allowing you to display all files attached to the client file. The icon allows you to open the Attached files properties dialog box. In this box you will, among other things, be able to embed the attached file in the client file or link the former to the client file.

Finally, the Attached Files section has been added to the Options and Settings. This section allows you to select the default method used to attach a file (embedded or linked).

For more information about attached files, consult the topic Attach a file.

Confidentiality of information

The Security pane has been added to the Print section of the Options and Settings dialog box. This pane contains an option allowing you to mask the first five digits of the social insurance number in the header and footer of documents when printing a PDF or a hard copy of those documents. These options are also available in the Print Tax Returns and Print Form boxes. Note that these options are not selected by default.

AnswerConnect integration

AnswerConnect can now be used with the Taxprep InfoConnect feature. To that end, modifications have been made to the Options > Tax Research section of the Options and Settings. The IntelliConnect options subsection has been replaced by the Options related to the tax research platform subsection. In addition, the box Free trial as well as the IntelliConnect login information have been removed from this section.

To use AnswerConnect with the InfoConnect functionality, in the Options related to the tax research platform subsection, make sure that the check box Display InfoConnect is selected and select the AnswerConnect radio button. Note that the AnswerConnect option is selected by default.

Note that once this option is selected, a dialog box will be displayed when opening Taxprep to allow you to log in to AnswerConnect. In addition, if you close this box without entering the AnswerConnect login information, the option Show InfoConnect will be cleared in the Tax Research section of the Options and Settings.

All custom letters are now supported for digital signature

Previously, only the Engagement letter was supported for digital signature. Now, all custom letters can be digitally signed. Customer letters do not have default e-tags integrated. To add an e-tag, you can copy digital signature tags from the Engagement letter and, where applicable, make the required adjustments. Here is the Digital Signature section in the Engagement letter:

Where:

\s1\ corresponds to the e-tag; and

\d1\ corresponds to the date of signature.

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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 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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