VisualTax T1 FAQ & Troubleshooting Tips

Ensure that you have the most up-to-date release as shown in the 'Downloads' page.


Any improvements or problems resolved after the first release of the program on January 31 is addressed via a single, cumulative update since the first release.

You can also use Ctrl F (and then Next or Scroll Down) to search this document by some keyword such as Print, Display, Efile, T2125, Paper File, Date, Client Letter, Data Management, Calculations, Rollover, Coupling, Shared Statement, Installation, Configuration, etc

T1-2016 and prior years - FAQ's and Troubleshooting tips

Subject

Question/Problem

Explanation/Solution

2017-01-21

Rollover using the VT-2016 program

I cannot rollover my T1-2015 data

The VT-2016 allows you to rollover from last year's data folder such as C:\T1-2015\data which is the Pre-Vt format or from Data folders created with the VT-2015 program such as C:\Vt-2015\T1-2015\data.

1. Rollover from Last Year's Pre-VT folder: With your Windows Explorer check your Data Folder C:\T1-2015\data. It should have the SIN's of your clients and two mores files: Clients.dbf and Clients.mdx. If it contains another file by the name Clients_t1.db then you must delete it. This file may have been created due to some incorrect try of data folders in Configure -> General Options -> Data Directories

2. Rollover from VT-2015 data folders such as C:\Vt-2015\T1-2015\Data created with the VT-2015 program. Such data folder would have the SIN's of your clients and a data base by the name Clients_t1.db. Some users used extensively the interim VT-2015 by importing data from C:\T1-2015\data into the VT format folder. Before you Rollover from such folders, re-download the VT-2016 program on Jan. 21 or later.

2016-11-07

Auto-Fill

Auto-Fill fails to connect to CRA after Nov 6, 2016.

This is due to the Daylight Date change on Nov 7, 2016.

Click below to download a revised file TddGetData.exe  and unzip it into your C:\t1-2015 

(and/or into c:\vt-2015\t1-2015 if you are running the new VT program).

www.visualtax.com/downloads/tddgetdata.exe

T1135

When I try to Efile it says:

Error: soapenv:Server.userException

Reasons:

1. The Description on the first column contains a '&' symbol which confuses the Efile. Replace '&' with the word 'and'

2. The Foreign country has not been entered next to the description

3. The Preparer info has not been entered on the Configure -> General Options -> Preparer

It would be easier if you re-download the last update:

a. Click 'Check Updates' in the T1 program and re-download the update

b. OR CLOSE the T1 program and re-download last update from the Downloads page

The update handles the '&' issue automatically without you having to fix it.

2015-01

EFile connection problem

Does not connect to CRA

When I try to Efile it says:

Error: soapenv:Server.userException

Or

"...cannot locate the Resource specified..."

Or

- System error (with a bunch of numbers)

- XP and Vista machines are not any longer suitable for Efiling, as they do not meet the latest security requirements.

- Verify with CRA that the Efile Service is up and running.

Otherwise check the following, one by one using the process of elimination:

a. Ensure your Efiler Number is correct (5 characters) in EfileOnline->Setup EOL and re-type the CORRECT Password (7 characters). Do not copy and paste as this may copy invisible characters, spaces, etc.

b. Very likely, your Firewall may be blocking your connection (Either 'disable' the firewall or configure it to

allow the program such as T12015.exe or VT2016.EXE to connect).

c. It would be better to set Internet Explorer as your 'Default' browser.

Failing the above:

d. Restore Internet Explorer Options

e. It could be that a MS Windows Update or Firewall has changed your Internet security parameters that must be in effect now, as described on the Internet Security instructions below issued by CRA:

http://www.cra-arc.gc.ca/ntcs/ntrnt_scrty-eng.html#h5

NOTE: Soap Environment error may also come up if there is something wrong with the data, such as an incorrect industry code in T2125, an incorrect Spousal SIN or date of birth in the INFO screen, an incorrect Internet address in T2125, etc

2015-02

T1DD

Do we need to file the T1DD form in order to start Direct Deposit?

The Answer is No.

Just complete the T1-DD form(Account information) and the T1 Page 4 will capture the info. Then Efile it.

2013-11

Error 217

when opening a visualtax program

Cannot Open Program

Error 217

See Error217.asp

2013-10

Efile error 180010

I get this error when completing a T2125 and click the indicator at the top of the form 'Income from T5013'.

You must enter the Partnership Business number (9 digits) and/or the Tax Shelter Number in addition to completing Lines 8299 and 9946.

2013-9

Efile Error:

2259

How do I fix it?

It relates to the Foreign Tax Credit. In general, to claim Foreign tax credits you need to have both: Foreign income and corresponding foreign tax paid. Both must be $1 at least. See the FORINC form. If you only have Foreign income and not foreign tax, then you cannot claim any credit. Just remove the foreign income by entering an offsetting negative income below it in the free entry areas, so the total foreign income becomes also zero.

2013-8

Printing

Some forms print narrow (i.e. T183)

How do I fix it?

Check the DISPLAY properties via the Control Panel. There is a property called DPI (Dots Per Inch).

In XP machines you will find the DPI in in Display Properties -> Advanced. In XP machines set ithe DPI to 96.

In Win7 and higher the DPI will be found in 'Make text and other items larger or smaller'. In WIN 7 or higher, set the DPI to 100 (minimum offered).

If you choose a higher DPI, some forms may print narrow.

2013-7

NewComers / Immigrants

Non-Refundable credits

Why there is no proration?

If the pre-entry to Canada income is zero (Canadian and foreign countries) , then enter $1 in fields 5292 and 5293 of the INFO form. This allows the newcomer to claim full non-refundable credits.

See also the CRA write up in EfileOnline -> Efiler's User Manual and search the keyword Newcomer with Ctrl F.

2013-6

Efile error: 95548

How do I fix it?

It may come up when there is no CPP due to low earnings or CPP exempt. In this case line 5549 should not be submitted to EFile.

- In EFMEMO form, at the bottom overrides enter Line 5549 and leave value blank. Re-submit

- Or Download/Re-download the Feb 26 update or later. The update will handle this condition without override.

2013-5

EFILE Confirmation IS NOT SHOWN AT ALL all or it shows with Notepad

How do I fix the Efile Confirmation display

The problem is caused by incorrect File Type Associations in your machine. In general and for easy viewing, HTM and XML file types should be opened/displayed with the Internet Explorer. You can do it as follows:

Click EfileOnLine -> History of Efile submissions. This gives you a listing of files (Audit Trail) of what you submitted and what you received.

Right click on a file with extension HTM and then click 'Open with..' and then 'Choose default program ' and then select 'Internet Explorer'.

Repeat the same thing for a file having XML extension.

Subject

Question/Problem

Explanation/Solution

2016-11-07

Auto-Fill

Auto-Fill fails to connect to CRA after Nov 6, 2016.

This is due to the Daylight Date change on Nov 7, 2016.

Click below to download a revised file TddGetData.exe  and unzip it into your C:\t1-2015 

(and/or into c:\vt-2015\t1-2015 if you are running the new VT program).

www.visualtax.com/downloads/tddgetdata.exe

T1135

When I try to Efile it says:

Error: soapenv:Server.userException

Reasons:

1. The Description on the first column contains a '&' symbol which confuses the Efile. Replace '&' with the word 'and'

2. The Foreign country has not been entered next to the description

3. The Preparer info has not been entered on the Configure -> General Options -> Preparer

It would be easier if you re-download the last update:

a. Click 'Check Updates' in the T1 program and re-download the update

b. OR CLOSE the T1 program and re-download last update from the Downloads page

The update handles the '&' issue automatically without you having to fix it.

2015-01

EFile connection problem

Does not connect to CRA

When I try to Efile it says:

Error: soapenv:Server.userException

Or

"...cannot locate the Resource specified..."

Or

- System error (with a bunch of numbers)

- XP and Vista machines are not any longer suitable for Efiling, as they do not meet the latest security requirements.

- Verify with CRA that the Efile Service is up and running.

Otherwise check the following, one by one using the process of elimination:

a. Ensure your Efiler Number is correct (5 characters) in EfileOnline->Setup EOL and re-type the CORRECT Password (7 characters). Do not copy and paste as this may copy invisible characters, spaces, etc.

b. Very likely, your Firewall may be blocking your connection (Either 'disable' the firewall or configure it to

allow the program such as T12015.exe or VT2016.EXE to connect).

c. It would be better to set Internet Explorer as your 'Default' browser.

Failing the above:

d. Restore Internet Explorer Options

e. It could be that a MS Windows Update or Firewall has changed your Internet security parameters that must be in effect now, as described on the Internet Security instructions below issued by CRA:

http://www.cra-arc.gc.ca/ntcs/ntrnt_scrty-eng.html#h5

NOTE: Soap Environment error may also come up if there is something wrong with the data, such as an incorrect industry code in T2125, an incorrect Spousal SIN or date of birth in the INFO screen, an incorrect Internet address in T2125, etc

2015-02

T1DD

Do we need to file the T1DD form in order to start Direct Deposit?

The Answer is No.

Just complete the T1-DD form(Account information) and the T1 Page 4 will capture the info. Then Efile it.

2013-11

Error 217

when opening a visualtax program

Cannot Open Program

Error 217

See Error217.asp

2013-10

Efile error 180010

I get this error when completing a T2125 and click the indicator at the top of the form 'Income from T5013'.

You must enter the Partnership Business number (9 digits) and/or the Tax Shelter Number in addition to completing Lines 8299 and 9946.

2013-9

Efile Error:

2259

How do I fix it?

It relates to the Foreign Tax Credit. In general, to claim Foreign tax credits you need to have both: Foreign income and corresponding foreign tax paid. Both must be $1 at least. See the FORINC form. If you only have Foreign income and not foreign tax, then you cannot claim any credit. Just remove the foreign income by entering an offsetting negative income below it in the free entry areas, so the total foreign income becomes also zero.

2013-8

Printing

Some forms print narrow (i.e. T183)

How do I fix it?

Check the DISPLAY properties via the Control Panel. There is a property called DPI (Dots Per Inch).

In XP machines you will find the DPI in in Display Properties -> Advanced. In XP machines set ithe DPI to 96.

In Win7 and higher the DPI will be found in 'Make text and other items larger or smaller'. In WIN 7 or higher, set the DPI to 100 (minimum offered).

If you choose a higher DPI, some forms may print narrow.

2013-7

NewComers / Immigrants

Non-Refundable credits

Why there is no proration?

If the pre-entry to Canada income is zero (Canadian and foreign countries) , then enter $1 in fields 5292 and 5293 of the INFO form. This allows the newcomer to claim full non-refundable credits.

See also the CRA write up in EfileOnline -> Efiler's User Manual and search the keyword Newcomer with Ctrl F.

2013-6

Efile error: 95548

How do I fix it?

It may come up when there is no CPP due to low earnings or CPP exempt. In this case line 5549 should not be submitted to EFile.

- In EFMEMO form, at the bottom overrides enter Line 5549 and leave value blank. Re-submit

- Or Download/Re-download the Feb 26 update or later. The update will handle this condition without override.

2013-5

EFILE Confirmation IS NOT SHOWN AT ALL all or it shows with Notepad

How do I fix the Efile Confirmation display

The problem is caused by incorrect File Type Associations in your machine. In general and for easy viewing, HTM and XML file types should be opened/displayed with the Internet Explorer. You can do it as follows:

Click EfileOnLine -> History of Efile submissions. This gives you a listing of files (Audit Trail) of what you submitted and what you received.

Right click on a file with extension HTM and then click 'Open with..' and then 'Choose default program ' and then select 'Internet Explorer'.

Repeat the same thing for a file having XML extension.

2013-4

Efile a 2012 Return

How is it done?

You must re-download/re-install the T1Full12. Click here

Or visit the Downloads page of www.visualtax.com and scroll down to Prior Years section and Download it. The re-download will not affect your data.

The T1Full12 was modified and uploaded in 2013 to allow Efiling of the 2012 tax returns as it was opened up by CRA.

Due to some changes (i.e Pre/Post Assessment Review contact) by CRA ensure that:

In the INFO form -> Filing Section -> Se the Pre and Post Assessment Review contact to 'By Mail'.

2013-3

Batch Efile Elimination:

CRA has discontinued the Batch Efile for 2013 tax season and beyond

 

 

Any alternative?

Yes.

VisualTax has provided a much easier alternative method that allows volume Efilers to submit any number of tax returns at a time.

See more at: 2013BatchEfileElimination.html

2013-2

PDF

How do I get a PDF file for the tax return or Form?

To Save or Print or Email the entire tax return or a specific form in PDF format you need to install a special driver.

The driver we recommend is the PdfFactory driver that can be downloaded free from www.fineprint.com. This driver has the capability to combine print pages into a single PDF and it also allows to Email the generated PDF file.

Once you download and install the PdfFactory driver, you can proceed as follows:

1. Open a return and press Alt P to get the print menu.

2. Select either Current Form or Current return

3. In the Print dialog, select PdfFactory as your printer. This allows you to Save a file with extension of PDF that can be printed or Emailed.

2013-1

Configuration

Several items

See Configuration

 

T1-2012 - FAQ's and Troubleshooting tips

 

See Also Known Issues

Subject

Question/Problem

Explanation/Solution

 

 2012-17

Efile Error: SFD

'Errors have been detected with the Selected financial Data (SFD)'

 

 

How do I resolve this error?

SFD statements are the following: The self-employment statements (T2125, T2042, T2121, T1163 and T1273), Rental (T776), T777 and TL2.

Usual causes of errors:

- Industry Code (must me numeric)

- Individual income lines cannot be negative or less than a dollar

- Individual expense lines cannot be negative or less than a dollar

- Partners (if any) must be entered with full names, addresses

- It could be other incorrect items, or missing items on the top part of each statement.

- The total number of SFD statements cannot exceed 6.

SFD errors come as 6 digit codes: The LAST 4 digits indicate the line number on the SFD statement that is at fault.

2012-16

T183

Why does it show T1-2011 instead of T1-2012?

This indicates that you NEVER installed the Production Program as issued at the end of January. Instead you only picked up an update.

Solution: Download/Install the T1Full12 as shown on the Downloads page of our web site. Then install the update over the same program folder. The only thing you need to enter again is the Efiler Number and Password. Configuration and Data are not affected.

2012-15

Notes nd Reminders

How do we set them up in the program?

Notes in VisualTax are classified into the following categories:

A. NOTES FOR THE TAXRETURN. When you right click on any form (in the colored area, outside the data entry boxes) you are getting 3 types of Notes you can use:

-  Notepad: This a general purpose container of Notes you enter regarding the whole return or specific forms

- Notepad with Amounts:  Used for Notes that need some mathematical additions

- Private Notepad: Used by the Tax Preparer for Notes that need to be carried forward from year to year, as reminders

B. NOTES FOR SPECIFIC ENTRY BOXES OF FORMS: When you right click a data entry box on a form, you are getting two types of notes:  

NOTES: These notes are just textual notes about the data entry box.  Their presence will be shown on the Audit Wizard as Notes so you can review them.

ADDING TAPES: You can enter and describe in these notes what makes up the amount you enter on a form. Their presence will be shown on the Audit Wizard as Adding Tapes so you can review them.  For example: If you have a single item on a form that says ‘Other expenses’ then you can use the adding Tape to itemize what makes up the total amount.  You can write Expense 1 =$ 100,  Expense 2=$200 for a total of $300. The $300 can be posted to the ‘Other Expenses’ of the form.

C. PREPARATION STATUS NOTE:  In the ‘Save as’ window the preparer can enter a short Note/Reminder. This will be shown as you browse through the tax returns via the Client Book, before opening the tax return

D. REVIEW MARKS: Sometimes you may need further time before finalizing a data box on a form. You can right click on it and select ‘set Review Mark’. The Audit Wizard will show that you have field data on a form or forms that need review before finalizing.

None of the above notes will be part of an Efiled return. If you paper-file a return, none of the above will be printed out with the CRA Condensed printing. However, in some cases CRA may ask you to provide details as to how you arrived at something or provide additional documentation/explanation.  They may prove useful in those cases, even if they are just reminders.

2012-14

Error Message 'Spouse Income not entered'

But the spouse INDEED does not have Net Income.

What do I do?

INFO form -> Spouse section:

Complete the box 'Check if spouse's income is zero'. It is located together with the Box where the spouse's Net income would normally show. CRA requires you to explicitly state that the spouse does not have Net Income and it is not that you forgot to enter it or you do not know it.

2012-13 

Program Update error

 

 

Can't create output file C:\t1-2012\T12012.exe

There are two ways you can get the update:

Method 1. At program Start-up or clicking 'Check Updates'. If the error comes up, it means that a firewall is blocking the update. Then close the program and use Method 2

Method 2: Exit the T1 program and go to our web site, Downloads page:

http://www.visualtax.com/download.asp

Then click on the Update such as T1UpdA12.exe and before you click unzip, ensure the 'unzip to' folder is the folder where the program has been installed in the first place. The default is C:\T1-2012

If the problem persists then re-boot your machine first.

After update completes, run the program and click Help -> About. 'Your current update is' should show: 2013/04/12

2012-12

 

Efile Error Code

70448

CPP Overpayment

 

 

What causes this Efile error?

See Form T2204 (if Employed individual) or S8 (If Self-Employed)

If you have a T4AP slip, it has the number of months, i.e. it may have 3 months of retirement on box 23.

In the majority of cases, override the number of months on the above form:

Enter Y on the Override and enter 12-3=9 months. (DO NOT override the CPP overpayment at the bottom of the form).

In other cases, such as CPT30 election, you override accordingly

In some rare cases you need to apply the CPP Adjustment calculation

2012-11

Coupling a deceased spouse with his/her survivor

How do I do it

INFO form of the deceased: Enter Marital Status as Married (as it was at the time of death), and also enter the date of death
INFO of Widow(er): Enter Marital Status as Widow(er), enter the Marital Status Change mm/dd and on the Spouse section enter the spouse date of death

Then Start the Coupling from the Married spouse (in this case the deceased).

The rest s/b automatic.
ALSO: Given that the Widow (er) is not married at the end of the year:
In the Widow(er) S2 Federal, enter Y on the top to allow spousal transfers even if not married at the end of the year. The same for S2Prv (provincial transfers)

2012-10

Disability indicator and dependants

The dependants list shows something on the Disability column and I cannot enter Yes or No

In 2011 the form had the description of the disability instead of Yes or No. If you rolled over the return with an early version of the program, the disability column may have the disability description (not Y or N or blank). To remove it: See 'Bring Net / Taxable income from coupling?) and set this indicator to No.

Then you can enter Y or N on the disability column.

If it is a coupled return: First stop the coupling and do the above on both spouses.

2012-9

Coupling

How do I open a previously coupled return without going into coupling?

Click Configure -> General Options -> Display and REMOVE the tick mark from the line:

'Open Couple without warning'

2012-8

Efile Error 70448

CPP Overpayment when commencing receipt of CPP benefits

What are the rules?

See this link

CPP OVERPAYMENT (as provided by CRA on Feb 26, 2013)

2012-7

Firewall and Antivirus

Could they affect program installation and Operation?

Yes. The biggest offender is Norton Antivirus that could affect not only installation but also Internet Connetion for Efiling. Norton in its wisdom may block proper installation or program operation without warning. It can even delete a program icon that was created for launching the program.

The remedy is to 'Disable' Norton during installation of the Common Components or the T1Full12, at least temporarily or follow its procedures as to how to be prompted for action when Norton asks for permission to proceed or block any further processing.

2012-6

Paper File

T1 Condensed

Where is it in the program?

Click Print-> Current return-> CRA (Filing Copy) -> Print

What will be printed is the T1C (T1 Condensed) required by CRA for paper filing purposes, together with some schedules that are not part of the T1C. This format existed also in the T1-2011 (it is not new this year).

2012-5

CPP Rules and T2204 (2012)

Where to find Info

See the following links:

CRA

http://www.servicecanada.gc.ca/eng/isp/cpp/postrtrben/main.shtml
http://www.servicecanada.gc.ca/eng/isp/cpp/postrtrben/recipients_60-65years.shtml
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/cpp-rpc/cpp-chngs-eng.html

VisualTax FORUM: Vt User-to-user Forum

2012-4

Rollover from Last Year

How do I do it?

The 2012 program needs to know where your 2011 tax returns have been saved last year. The safest way is to run the previous year program (T1-2011) and click Configure -> General Options -> Data Directories. The folder that shows on the Current Directory on the top of the window is where the returns have been saved in 2011. Mark it down or better highlight it and Press Ctrl C (to capture it).

Then run the T1-2012 program, and click Configure -> General Options -> Data Directories. Now complete carefully the section that needs last year's data directories. In the Last Year's Data Directory you enter the one you saw on the T1-2011 Current directory. (or press Ctrl V to insert it automatically, or click Browse and select Last Year's Data Directory).

The above is a one time set up. Once done, you can click the Rollover button.

If the Rollover window does not show you last year's returns it means that the directory was incorrect.

2012-3

T3 Slip with Business Income (Canadian or Foreign)

How do I complete the Business Statement?

Business income on a T3 slip must also be entered on the designated line A2 of a T2125 statement ON ITS OWN (no other income on that statement). The NAICS codes to be used are the ones starting with 526 (such as Equity funds...). On the NAICS selection screen enter 526 and then click Find to select an appropriate code such as 526911.

Any foreign taxes paid entered on the T3 slips, are accounted automatically by the program via the Foreign Income Summary form (ForInc).

2012-2

Internet Exporer 10 (IE10)

Incompatibility

IE10 is incompatible with previous IE versions and our web site may not show the dropdowns under Products, Order, etc. After bringing up the IE10 Internett Explorer, click Tools and check 'Compatibility View'. This incompatibility may even have impact on Efiling.

2012-1

Tax Planner - 2013

Why is it dimmed and inaccessible?

The Tax Planner -2013 is meant to use the 2013 tax rates/legislation but it is too early for that. This facility is normally opened up once Federal/Provincial budgets are announced. If you want to play with scenarios using the current tax rates of the program: Open any return, do your scenario (or scenarios) and in the 'Save As' screen, change the File Name to a short name such as Plan1, Plan2 etc. and ALSO enter a different folder such as c:\T1-2012\MyPlans. If you created a plan or scenario that you want to use for filing purposes, simple use 'Save as' (F3), change the file name to be the SIN in the format nnnnnnnn.n and change the Data folder to your production data folder such as C:\T1-2012\data.

NOTE: If you want to use the Coupling features of the program, you must use the standard file name nnnnnnnn.n and change only the Data folder in the 'Save As' screen. Otherwise, coupling will not work with file names such as Plan1 etc.

     

 

T1-2011/2010 and prior - FAQ's and Troubleshooting tips

 

Subject

Question/Problem

Explanation/Solution

01-A

Acces violation at address...

and

Program re-installation...

 

 

 

Why I am getting thi error?

If you get this error frequently it may be an installation issue and you may want to re-install the program. Program re-installation will take about 3-4 minutes.

Before re-installing the program it would be wise to Click Configure -> Export Configuration to sefeguard your current configuration settings.

1. CLOSE (Exit) the program. Re-download / install the T1Full10 and install it over your current program folder (i.e. C:\T1-2010). Then Download and unzip the last update into the same program folder. This will not affect your client data or your configuration settings. You only need to re-enter the Efiler Number and password in EfileOnline -> Setup EOL and Setup Eol Plus.

2. Run the program from Start -> All Programs -> Visual Tax and monitor performance to see if it behaves any better.

Known cases are the following:

- While in coupling, you closed one of the spouses and continue revising the other spouse. The program will issue this message as it cannot access the other spouse

- You asked to see the previous year's form, and if the program cannot find it, it will issue this message.

- You loaded too many returns at the same time and depending on the Windows version it may be running out of resources.

01-B.

Program Configuration

Special instructions

See Configuration

01-C.

Invalid Date error message

During program operation or start up I get 'Invalid Date'.

This usually occurs in the 64 bit, WINDOWS 7

Short Date Format in Windows:

If you experience a persistent error 'Invalid Date Format' as you enter the program or during its operation, temporarily at least set the Short Date Format as described below and notify us of the Short Date Format you are using and the Windows version you have.

Vista machines: Click Start -> Settings -> Control Panel -> Regional and Language -> Customize this format -> Date and enter MM/dd/yyyy on the short date format and click Apply

Win 7 machines: Click Start ->in the Search box enter Short Date Format and once the window Region and Language comes up, click on 'Additional settings', then click the 'Date' tab and on the 'Short Date' enter MM/dd/yyyy and click Apply

XP machines: Click Start -> Control Panel -> Regional and Language -> Customize -> Date and enter MM/dd/yyyy on the short date format and click Apply

01-D.

Display

The Forms Explorer (via F2) does not show all the forms in one screen.

Check the Display properties via the Control Panel. Increase the Screen Resolution and also set the DPI (normally via Advanced setting) to 96 DPI.

The tax forms can be increased / decreased with the Zoom facility of the program (+ or -) as shown on the Desktop section of icons of the program.

01-E.

Printing and print margins

Problem: The forms print narrow (large margins)

 

Check the DISPLAY properties via the Control Panel. There is a property called DPI (Dots Per Inch).

In XP machines you will find the DPI in in Display Properties -> Advanced. In XP machines set ithe DPI to 96.

In Win7 and higher the DPI will be found in 'Make text and other items larger or smaller'. In WIN 7 or higher, set the DPI to 100 (minimum offered).

If you choose a higher DPI, some forms may print narrow.

01-F. T2125 and other business statements

Error: Both spouses have separate business of the same type i.e. each owned 100%. The program detects an error.

 

You should differentiate the two statements. For example: If husband uses T2125#1 then the wife should use T2125#2 or another number as long as they are different.

1. First Break the coupling and arrange the statements properly. (Just click the FamilyOn red button or click the menu item Family -> Break Coupling)

Suppose you decide to use T2125#1 for the husband and T2125#2 for the wife.

2. If you have self employment coming from T4A box 020 or box 048, ensure the T4A box says 'post to T2125#1 or #2' depending on whose it is

3: If you have CCA or Auto expenses (AutosB or Autos forms) ensure they are allocated to the proper statement (T2125#1 or T2125#2)

4. Open the wife's business statement #1, right click on it and select Clear Current form. Then go to the next statement T2125#2 and enter the wife's Income/Expenses. (or use the Copy facility of the program described below)

5. Use Ctrl F3 to save both returns so you capture/save the work you did

6. Inspect the Business Statements using the Business Summary (BSUM).

7. Re-couple (Click menu item Family -> Start coupling).

Advanced users can also use the Copy form facility of the program which allows you to relocate a form from one position to another. Click the menu item Forms->Copy Form). Example: Open the wife's business statement T2125#1, right click on it and select Copy form data. On the upcoming window select Wife as 'From' and Wife as 'To' and on the right hand side change #1 to #2. Then click the Move button which copies the statement from position #1 to position #2 and also removes (clears) the data from T2125#1.

01-G.

Transferring Programs and /or data from one machine to the other

How To

 

See Transferring instructions

01-H.

T4-Placement Office

T4-Hairdressers etc.

 

How To

 

Complete the T4 with no amount on Box 14. DO enter the EI Insurable Earnings And CPP Earnings even if the paper T4 slip does not show it. Enter the income on a self-employment statement.

If the T4 is the only self-employment of the taxpayer, then open form EFMEMO, scroll it down and in the overrides section enter line 371 and value 1. Override Schedule 8, Pensionable Earnings to 0.

If there is self-employment (other than from a T4) then on line 371 you should enter only the other self-employment amount. The same thing applies to Schedule 8. You must enter only the 'other' self-employment for CPP purposes.

You can then Efile it.

01-I

Windows 7 - 64 bit

Any special configuration?

It is best to set it with Compatibility mode

Click Start and in the search box enter 'Compatibility' and press Enter. In the upcoming window click 'Next'. Find T1-2010 in the list and click it once. Then click Next. Then click Try recommended settings . Choose Windows XP Service Pack 2

Also look at item 01-C: Invalid Date message

01. Efile

I cannot find the TAX file to transmit

1. The location of the file is in the folder specified in menu item EfileOnLine -> Setup EOL

2. During transmission, you will see a Browse button. When you click it, it will show you the ...TAX file on the above folder.
If the folder in the look-in box of the Browse window is not the one as per step 1, then use the arrow of the look-in box to navigate the folders until you get to that specified folder. Then the Tax file will show. Then you double click on it.

3. If you interrupt the transmission, or upon submitting the return, that file is automatically deleted by the program.

02. Schedule 11 adjusted line 11

Why Line 11 does not always equal Taxable Income Line 260?

Click here for explanation: S11Adjustment

 

03. EFILE

How do I see what is being transmitted to EFile?

Click EfileOnLine (Top Menu) and then Click Efile Online (Current Return). Then click the 'Display File' button. It shows you line numbers and amounts that will be transmitted to Efile

04. Spouses with separate business or rentals

How do I set it up so CCA and/or automobiles are not claimed by both spouses?

See topic in the VisualTax Forum: Click Here

 

05. CCA claim

 

Business/Rental statements do not claim the CCA

Starting with the Feb. 24, 2008 update, all assets and automobiles must be entered on the Assets and Automobiles forms and should not be entered directly on a statement. The Feb 24, 2008 update was re-posted to warn you of this error and help you with this transition. See more...

06. Updates

How do I get an update?

Click Help and then Check Update via Web

or CLOSE the program and login to www.visualtax.com and visit the Downloads page and click on the update file (T1Updxxx.exe). Select Run or Open

07. Client Letter

The client letter has been incorrectly changed, now it does not pull the data

Solutions: Click Configure -> Client Letter Design -> All default templates

Click on EfiledLetterORIGINAL.rtf Then Click File | Save Template As... and change the file name to be EfiledLetter.rtf by removing the word ORIGINAL

Repeat for PaperFiledORIGINAL.rtf

08. Shared statements or slips

How do I delete a shared slip or statement?

Stop the coupling by clicking the red 'Family On' button and remove it from both spouses by right clicking it and selecting 'Clear Form' . Then re-couple.

09. T3 and T5 slips

How do I enter them (husband's, wife's and shared?)

Enter them all in ONE spouse with percentages for each one. One of the spouse's may have 0% meaning it fully belongs to the other spouse

10. Bankruptcy

How do I create Pre- and Post-Bankruptcy returns?

On the 'INFO' form, Filing Section at the end, check the Bankruptcy box. Then complete the Bankruptcy info (press F6 and enter Bankrupt). When you save the return, change the file name to 99999999.9PR (for pre-Bankruptcy) or 99999999.9PO (for post-Bankruptcy) where 9999.. is the SIN of the tax payer.

11. EFILE

Invalid character in the free format area (6 character Error code)

The last 4 digits of the Efile error code is the line number in error.

Solution: In Rental and Self employment statements ensure that the individual income or expense lines are positive and not less than a dollar.

12. EFILE

RE-TRANSMISSION AFTER CRA'S EFILING SHUT-DOWN

1. Open the File, press F3, set the status to 'Ready for Efile' and save it
2. Open the T183 (Press F6, type T183 on the form name and Enter). At the bottom of the form, remove the DCN number using the delete key and press Enter. The program will generate a new DCN number.
3. Transmit again.

13. EFILE

'Authentication error'

'The DCN number is incorrect',

or Error 81

or Invalid Efiler Number

Check the Document Control Number (DCN) in section H of the T183 form
The DCN number must be 13 characters data consisting of the Efiler number + 8 digits. (SIN is not allowed)
Unacceptable DCN numbers may be in returns prepared with the T1Prelim or draft version of the program or rolled-over from last year before entering the Efiler number on the Setup screens described below.
For new returns the program will automatically generate the new format of the DCN number.
For correct and automatic generation of the DCN number, enter the Efiler Number in both:
a. the EOL setup (Click on EfileOnLine and then Setup EOL)
b. the EOL Plus setup (Click on EfileOnLine and then Setup EOL Plus)
Visit the T183 form, scroll down and delete the DCN number with the Del key and press the Enter key (or right click on the form and select 'Clear current page'.
The program will replace the DCN number with a new one consisting of the EfilerNo+MMDDnnnn.

14. EFILE

'Index DCN_NO does not exist' when updating an acknowledgement

It is caused after copying the data from the Prelim version without re-building the Client Data Base.
Solution: Click on Utilities | Rebuild the Client Data Base

14A. EFILE

Return not Set for Efile

When you click on this error message it takes you to the Info form.
The Efile indicator should be set to 'X' (not 'Y'). It appears that if you rolled-over from CanTax or Profile the indicator is coming as 'Y'.

15. PREDICTIVE

TYPING

When I type something it gives me the remaining characters automatically. But some entries are incorrect. How do I fix it?

Predictive typing is based on keywords captured during the operation of the program. Wrong entries are also captured.
They are captured in the following files:

Cities.txt
Banks.txt
Charity.txt
Doctors.txt
Employers.txt
FirstNm.txt
MedExp.txt

To edit/clean up their contents, you can do the following:
1. If you have the T1 Power version of T1 you can use the Configure | Super Entries and click on the Charities, Cities, etc. and delete any wrong entries. or
2. Use the Windows explorer and double click on any of the above files.

The files are located in the T1 program directory (C:\T1-200X)

NOTE: Predictive Typing can also be disabled completely. See Configuration | General Options | Defaults and check box 'Do Not use predictive typing'.

 

 

T1-Prior years - FAQ's and Troubleshooting tips


Most of the answers below apply to later years as well.

Please read also the Jan 31, 2009 and Feb 6, 2009 Bulletins. They include valuable tips:

Bulletin Jan 31, 2009 (Start of Year) Bulletin Feb 06, 2009 Bulletin Mar 25, 2009

Subject

Question/Problem

Explanation/Solution

16. T4A

How can I enter a 'Y' to allow me to enter the boxes manually?

Enter code 13 in box 38

17. Automatic Updates

It gives me Run Time error

Click here for explanation/solution

18. 2D Bar Code

What is 2D Bar Code?

Click here for explanation

19. Rollover 2003 to 2004

Page 3 of the 5-year summary does not have any data

Click here for explanation/solution

20. TR

What is TR?

TR stands for Tax Research and it refers to the VisualTax Tax Research Engine that allows you to do in depth research of tax subjects via the Information Circulars, Information Bulletins, the Income Tax Act, etc.. You can activate the TR by clicking on the Help Menu | Tax Research.
For more info click here Tax Research

21. Printing

How do I print a mailing label for a single client?

Click on Print | Letters/Labels. In the upcoming window, click the button "add manually' and enter the SIN of the client. Then click on the Print Label button.
Note: The middle list can also be populated based on filters (basic or advanced)

22. Data Management

How do I transfer a tax return done on a laptop into the main machine?

Step 1. Copy the tax return (It is a file by SIN No for T1's or Account no for T2's in your data directory) from the lap top data directory into the data directory of the main machine. The data directories are shown on the Configure | Data Directories window.

Step 2. If the tax return already existed on the main machine then this step is not required. You just use the "open' command and the up-to-date file shows on the Client book.

If the tax return is a brand new one prepared on the other machine, the return will not show on the Client book. In this case, use the 'File | Open by File Name' and find the file of the new return (Sin or Account). Double click on it and that opens up the tax return. Once you save the return it will start appearing on the Client Book.

23. Calculations - NAICS codes

How do I activate new NAICS codes (industry codes) or revise old ones without getting an update?

Click on Utilities | Edit Supporting files, then scroll down and double click on the file NAICS.D
You can type over any existing code or insert a new one by positioning the cursor at the end of a line and pressing enter. Ensure that you maintain the alignment of codes as originally shown. Save the file then click Cancel.

24. EFile

T4A - Box 24 and Efile field 9907

You can override field 9907 at the bottom of the 'EFile memo fields' screen. Enter 9907 under the LineNo and the correct amount under the Value column (leave the value blank if 9907 should be zero).

25. Calculations - Tuition Disability transfer

How do I transfer Disability or Tuition from Dependants?

1. Enter the dependant in the dependants List. If Disabled, enter something on the Infirmity column.
2. Open the Federal 'Disab/Tuition Xfer' form. (press F2, last column)
a. Manual mode: Enter Y and N on the top indicators. Then complete all the missing information manually. Do the same on the Provincial transfer form.
b. Automatic Coupling mode: Include the dependant in the Family coupling*. After completing the dependant's return, including his/her S11 transfer data if applicable, go to the parent's Transfer Screen, and enter Y and Y on the top indicators**. This will automatically complete all data in the transfer screen (Federal and Provincial).

* If the dependant is not already included in the family coupling, Click on Family | Family Set up (revise), Clear the upcoming form and then click on the Start Coupling icon and include the dependant by entering X against it.

** After the transfer is complete and verified, and before saving the parent's return, change the second transfer indicator to N, so the program freezes the transfer amounts and it does not look for and it does not rely on the dependant's return any longer.

26. Printing

How do I print a friendly salutation in the Client Letters(s)?

1. Add a new keyword: Click on Configure | Data Dictionary. Then click + and enter Name= Client_Salute, FormName= PAGE_1, Elm= 80 and save.

2. Revise the Client Letter(s). Click on Configure | Client Letter design. Click on Default_Efiled.Ltr and delete the words after Dear and position the cursor one space after the word Dear. Then click 'Insert Keyword' and select 'Client_Salute'. You should end up with Dear [Client_Salute] Then save the letter. Repeat the same for other letters.

From this point on, the modified letter(s) will print the salutation you entered on Page 1, Supplementary info, in the box called 'friendly salutation'

27. Data Management

File Names (Save as..)

Leave the names in designated format (Sin No). This ensures uniqueness of file names and facilitates coupling and Efile. Change the file name only if you want to create another version of the return such as for planning purposes or other purposes.

28. Calculations - S3

Schedule 3: I have a lot of Capital Dispositions. It appears that I can only enter two lines. Where do I enter the rest?

Use the S03 - Supplementary schedules (Qualified and Non qualified for the Capital Gains Deduction). You can enter practically an unlimited number of dispositions. These schedules offer multiple pages.

29. Calculations

What is Foreign country 1, 2 or 3

These are generic codes not associated with a specific foreign country. If your tax return involves only one foreign country then enter code 1. If it involves two, the second country should be entered with code 2.

30. Efile

Line 115: What should be entered on the Efile memo field 9907?

Any annuity income reported at line 115, should also be included at Field 9907. Annuity income can be found on T4A - boxes 24 and/or 28, T5 - box 19 and T4RIF boxes 16 or 20. Field 9907 is automatically filled by the program.

31 Data Management

Saving multiple returns: What's the fastest way?

Press Ctrl F3. This saves all returns currently loaded. If you press Shift F3, the returns are saved and closed with the minimum of effort.

A plain F3 saves only the current return, while allowing you to select the 'save to' folder and the 'status' of the return being saved.

32. Coupling

Shared T5 slips or self-employment statements: What's the best way of entering them?

First enter all the shared slips in one of the spouses with the proper percentage. Then start coupling. The program will copy the slips from the first spouse to the second spouse with the proper %. Then enter the individually owned slips on each spouse. During coupling the program matches slips (and/or shared elf-employment statements) by number. i.e. #1 with #1, #2 with #2, etc.

For major re-shuffling is best to turn the coupling off, as coupling tends to interfere by constantly picking up from the other spouse. After clean-up, you can turn coupling 'on' again.

SHARED STATEMENTS: After you enter the tax payer's share i.e. 50%, ensure that you allocate the remaining % to the spouse or other partners in the 'Details of Partners' section of the form, before you start coupling. (Page 2 of T2124 or T2032)

33. Calculations - RRSP

Transfer to RRSP: How do I claim it?

The transfer amount must be declared as income (line 115, 130, etc). Include the amount in line 2 or 3 and field 240 of Schedule 7. This is done automatically via the RRSP Worksheet.

34. Speed

Speed during data entry:

For better speed during data entry:

1. Close the Audit wizard (press F5, and re-open with F5 when needed). The Audit Wizard checks hundreds of forms with every keystroke.
and/or

2. Turn the Auto-switch off. Click it again to turn it on on final stages of preparation.

35. Calculations - Status Indian

Status Indian:
How do I EFile it?

On the T4 slip leave box 14 empty and on the 'other information' of the T4, in box 71 enter the taxable amount of the slip that is also equal to box 24 and 26. In the 'EFile Memo fields' screen (Press F2 and find form under Worksheets - Federal) enter the T4 income in 5347 and 5363 lines.

36. Calculations - Tuition Disability transfers

Education/Tuition transfers:
How do I use the Y/N indicators on the top of the transfer form?

In the federal 'Disab/Tuition Xfer' form you can start off with indicators Y/Y.
The second Y tells the program to pick up the various S11 related amounts from the student's return being in memory concurrently.

To 'freeze' the transfer amount and stop relying on the student return being concurrently processed, you can make the second Y into a 'No' telling the program not to look for the student's return any longer. Once you save the return with Y/N, then the parent's return can be processed on its own, without the need to load the student's return.
If you do not have the student's return at all, then the transfer indicators must always be Y/N.

Keep in mind that there is also a provincial transfer form (P-Disab/Tuition Xfer) that may have different transfers and different unused amounts from prior years.

37. Calculations - Loss continuity

Net Capital Loss in Current year (Carry back/Carry forward)

For correct processing you must enter the Capital Gains Inclusion Rate for 2000. This rate (i.e. 50%) must be entered on the FIRST page of the Losses Continuity form.

38. Calculations - S11

Education/Tuition: I want to transfer the unused amount to a parent or spouse. How do I do it?

In Federal S11 of student, just above line 327, enter Y. Then you enter either transfer the maximum amount or a portion.
Repeat the same for line 5920 in the Provincial S11 (form listed as P-S11-Tuition

39. Calculations - HBP

HBP repayment: How do I report it as income?

Use the RRSP Worksheet. It will do it automatically, including EFile considerations.

40. Calculations - Self Employment

T2124: How do I itemize other expenses?

Use the 'ATTACH ADDING TAPE' facility of the program.
Example: Click once on the amount of a form. Then RIGHT click on it. Select 'Attach adding tape' from the pop-up. It has an-auto-post option.

This facility can be used for any amount field on any form of the program. The adding tapes forms are kept with the tax return and they are printable. The Audit Wizard will show you in what places you used the adding tape facility.

41. Forms

How do I delete a Business Statement such as the T2124?

To delete a business statement (or any form) you should use the ‘Clear Form’ facility. Right click on the form and select clear form. Program default data will stay. The ‘clear form’ actually clears all pages of a form. 'Clear Page' clears only the current page of a form.

42. Calculations - Medical

Medical periods: How do I change them?

You can change the periods in the medical expenses form.

43. Calculations - professional fees

Professional fees: Where do I enter it?

Use the Union Dues form (Press F2 for Forms, last column)

43. Calculations - Spousal

Spousal amount: How do I zero it out?

Spousal Amount Override: Override Line 303 of S1, and line 5812 on the Provincial Tax form. Efiling aspects are handled by the program automatically.

44. Efile

Efile on-line says:
'the submitted file is not a TAX file'
or other errors

The CCRA message is a bit cryptic. It usually means ''The file submitted is a tax file but it contains errors' .

Known cases:

1. The street number has been entered on the C/O line of page 1 and the street no has been left blank

2. The phone number must not contain spaces (enter as 7 numerics)

45. Client Letter

Client Letter: I cannot align it properly

Each text line should start with a TAB for indentation and be terminated with the 'Enter' key. In general, do not use the space bar for spacing. Leave a single space before and after the > < or = symbols otherwise you may get error 'invalid number'. You can use the Enter key to push down the text and create empty lines. Do not copy text from templates created with other programs. Just type it in. You can find useful paragraphs in a more complex letter called 'Single.ltr' listed under 'All default templates'.

46. Efile

When trying to connect to CCRA for internet filing it tells me I am not 'Authorized'

This happens if you did not delete all the files from the pre-production release before installing the Feb. 1, 2003 release.

The URL is incorrect in the corresponding set-up window. To correct it, delete the URL in the set-up screen and 'Save' the setup with empty URL box. Go again into the set-up window, and the correct URL will be there. Then 'Save' it again.

The URL for EFILE On-line should be:
http://www.pro.netfile.ccra-adrc.gc.ca/eol-ready-e.html

The URL for EFILE On-line PLUS (in 2004) should be:
https://apps.cra-arc.gc.ca/dchmf/efes/emod/sec/EmodLogin-e

47. Efile

The wizard tells me: 'You cannot Efile'

The wizard generates certain Efile diagnostics for your review. They should be fixed before you can Efile the return. In some cases you simply need to go to the Efile Memo fields form and confirm at the top with a 'Yes' that you reviewed the warnings.

In some cases it will ask you to review the T691 form and enter $1 in a line number. This confirms that you reviewed the minimum tax form, although most likely you are not subject to minimum tax.

48. Forms

How do I navigate forms in VisualTax™?

Click here for the 10 Top Navigation methods in VisualTax™

49. Audit features

What are the Audit features in VisualTax™?

Click here for the 10 Top Audit features in VisualTax™

50. Conversion from other software

I get an incorrect birth date during conversion from other software

In the Control Panel | Regional Settings set the Short Date format to mm/dd/yyyy

Do not use the pre-millennium settings with only two digits for the year (yy) after the year 2000. Always use yyyy

51. Forms display

In displayed forms the text overlaps with the data entry boxes

In Control Panel | Settings | Display | Settings | Advanced use Small Fonts (not large fonts).

Also ensure that the display is set at 800 X 600 resolution or higher

52. Printing

How do I print the Tax Summary for ALL my clients? (The solution applies to any form)

Set up a print template (Configuration | Print templates) i.e. Other 3

Include only the TAXSUM form and save. Then ask for Batch printing (under Print). Select all clients and print.

53. Printing

I get an empty page before/after client letter

This happens only in fast print mode (all pages are assembled together in a single print job). Fast print mode can be used in printers shared in a network. There is no significant benefit in printers directly attached to a workstation. To turn the 'Fast Print' mode off, click on 'Configuration | other options'.

54. Forms

How do I close a form after using it?

A: You cannot close it. You just switch to another form.

The program works more efficiently if you do not close any form after using it. Please make it a habit (it saves time) not to close any of the forms you used. The program is extremely optimized to allow any number of forms to be opened without incurring any significant overhead. It will take more than 200 forms concurrently opened before the program will feel the pressure for more memory.

55. Installation

When trying to display the help screen I get an error (robohelp dll missing)

Just click ok and it will allow you to see the help screens. To avoid this error you should download the relevant DLL file (see downloads). You should install the DLL in the C:\windows\system directory and/or on the T1 program directory.

56. Printing

How do I print a tax form in PDF format so a printout can be Emailed as an attachment?

You can download and install a free PDF driver from: http://www.fineprint.com This creates a 'printer' on your Control Panel | Printers by the name of FinePrint PDF Factory. When you need to print in PDF format just select the FinePrint PDF Factory as your printer and it will ask you for a file name. The generated file can be Emailed as an attachment.

57. Printing

How do I print 4 pages into one printing page?

You can download and install a free driver from: http://www.fineprint.com

58. Installation

I am getting something like "Required DLL is missing" error message when trying to run a VisualTax program

If you have not installed properly the 'Common Components' you will get a message such as 'Required DLL is missing'. Ensure that you download and install the Common Components (ComComp.EXE). Also see the Download and Installation instructions

59. Efile

How do I do Efile with Visual T1?

Using Professional Efile On-line. See Efiling Options

60. Conversion from other software

How do I convert data from my current tax software?

Click here

61. Pricing

If I purchase only the T1 initially, can I qualify for the bundle prices later?

Yes you can. as long as the other software is for the same year. Please note that the bundled prices apply only if you buy the 'Power' version of the T1.

62. Coupling

Does VisualT1 do family returns?

Yes, any number of family members including cross-posting and optimization. In fact, VisualT1 is very well suited to handle any number of returns concurrently, even if the returns are unrelated. Family coupling is based on the dependants screen. There is no separate set-up of family members.

63. Help system

Do programs provide on-line help?

Yes they do. In addition, a printed manual is supplied with the purchase of the shipped software.

64. Updates

Are there going to be any updates during the tax season?

Yes, we normally issue updates during the tax season which includes improvements suggested by our clients, mandatory changes that may originate from Revenue Canada (such as delayed forms) or program bugs that must be fixed. To get the optimum performance from the program you should visit this site from time to time. Any update with a date later than the date indicated on the main window of your program most likely will be worth taking. The update you download contains all changes made since the Jan. 31 release of the program. Your original disks plus the latest update you download is the full set you need for an up-to-date re-installation, if that need arises in the future.