# Uncategorized **URL:** https://www.protaxcommunity.com/c/uncategorized/1.md [Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md) --- ## [PDF software for E-sign](https://www.protaxcommunity.com/t/pdf-software-for-e-sign/12990)
**Author:** [@msbuttar](https://www.protaxcommunity.com/u/msbuttar)\ **Replies:** 4\ **Last updated:** [October 17, 2026, 10:24pm UTC](https://www.protaxcommunity.com/t/pdf-software-for-e-sign/12990 "2026-10-17T22:24:36Z")
I am looking for a PDF software to get e-sign. does someone is using SmallPDF? any reviews, how is this software? is it user friendly? does this software gives you audit report? --- ## [Data mining - not evaluating all the files in the folders](https://www.protaxcommunity.com/t/data-mining-not-evaluating-all-the-files-in-the-folders/12985)
**Author:** [@grangers2016](https://www.protaxcommunity.com/u/grangers2016)\ **Replies:** 2\ **Last updated:** [October 14, 2026, 6:06pm UTC](https://www.protaxcommunity.com/t/data-mining-not-evaluating-all-the-files-in-the-folders/12985 "2026-10-14T18:06:56Z")
I would like to use the data mining, but each time I try a new query or one of the presets only 6 files are evaluate. I briefly see in the search bar at the bottom a message that ### files are eligible (more than 6). W… --- ## [Logging into CRA](https://www.protaxcommunity.com/t/logging-into-cra/12800)
**Author:** [@mgbtax](https://www.protaxcommunity.com/u/mgbtax)\ **Replies:** 3\ **Last updated:** [September 1, 2026, 7:39pm UTC](https://www.protaxcommunity.com/t/logging-into-cra/12800 "2026-09-01T19:39:54Z")
Is anyone else having issues with logging into CRA. I keep getting the message that services are not available try again later. --- ## [Printing glitch on cover letter](https://www.protaxcommunity.com/t/printing-glitch-on-cover-letter/12703)
**Author:** [@wkcpa](https://www.protaxcommunity.com/u/wkcpa)\ **Replies:** 3\ **Last updated:** [August 13, 2026, 12:09am UTC](https://www.protaxcommunity.com/t/printing-glitch-on-cover-letter/12703 "2026-08-13T00:09:20Z")
On personal, corporate and trust returns I see some variation of this odd symbol in the top right corner f It appears in different locations, on different letters. When I click on it in the CLetter form, it seems l… --- ## [Recent Files - more](https://www.protaxcommunity.com/t/recent-files-more/12286)
**Author:** [@etservice1978](https://www.protaxcommunity.com/u/etservice1978)\ **Replies:** 4\ **Last updated:** [April 23, 2026, 7:25pm UTC](https://www.protaxcommunity.com/t/recent-files-more/12286 "2026-04-23T19:25:27Z")
I suggest when clicking on "to “see more” to have the text in black instead of blue and the TC Icon removed, this would make it a lot easier to find files and would remove unnecessary space, subsequently easier to displa… --- ## [First time Home buyer tax credit](https://www.protaxcommunity.com/t/first-time-home-buyer-tax-credit/12124)
**Author:** [@davindermehmi97](https://www.protaxcommunity.com/u/davindermehmi97)\ **Replies:** 2\ **Last updated:** [March 22, 2026, 1:05pm UTC](https://www.protaxcommunity.com/t/first-time-home-buyer-tax-credit/12124 "2026-03-22T13:05:18Z")
For one of my client why tax credit for first time home buyer account tax cycle is only calculating amount at 10,000 X 14.5% =1,450 instead of $1500 thanks in advance --- ## [TaxFolder- constantly asked to sign in](https://www.protaxcommunity.com/t/taxfolder-constantly-asked-to-sign-in/12088)
**Author:** [@insitetax](https://www.protaxcommunity.com/u/insitetax)\ **Replies:** 1\ **Last updated:** [March 17, 2026, 8:18pm UTC](https://www.protaxcommunity.com/t/taxfolder-constantly-asked-to-sign-in/12088 "2026-03-17T20:18:23Z")
Hi everyone! Is anyone else having issues with signing in with TaxFolder? I am constantly getting signed out then when I try to reconnect, or it says that is is unable and it just spins forever. --- ## [Client Manager - Quick Search](https://www.protaxcommunity.com/t/client-manager-quick-search/12079)
**Author:** [@lchapman](https://www.protaxcommunity.com/u/lchapman)\ **Replies:** 3\ **Last updated:** [March 15, 2026, 7:24pm UTC](https://www.protaxcommunity.com/t/client-manager-quick-search/12079 "2026-03-15T19:24:01Z")
I am unable to create any quick searches in the client manager. I currently have abut 30-35 tax returns in various stages but when I go to client manager and try to do a quick search it looks as if there are no returns … --- ## [My Business account access for a business with no completed filings?](https://www.protaxcommunity.com/t/my-business-account-access-for-a-business-with-no-completed-filings/11759)
**Author:** [@theadman](https://www.protaxcommunity.com/u/theadman)\ **Replies:** 11\ **Last updated:** [March 1, 2026, 9:05pm UTC](https://www.protaxcommunity.com/t/my-business-account-access-for-a-business-with-no-completed-filings/11759 "2026-03-01T21:05:48Z")
With the changes and updates in how to get authorized, how does an authorized signatory get CRA access if the business has not done any filings? Im working with a not for profit to get their taxes updated (not subject t… --- ## [GST on block-fee arrangements in the medical sector](https://www.protaxcommunity.com/t/gst-on-block-fee-arrangements-in-the-medical-sector/11934)
**Author:** [@Deepinthemoneycall](https://www.protaxcommunity.com/u/Deepinthemoneycall)\ **Replies:** 0\ **Last updated:** [February 23, 2026, 9:37pm UTC](https://www.protaxcommunity.com/t/gst-on-block-fee-arrangements-in-the-medical-sector/11934 "2026-02-23T21:37:04Z")
My understanding is that GST/ST is exempted on services revenue for medical practitioners when a client pays directly for a ”qualifying health-care service”, but a block-fee subscription type arrangement essentially leav… --- ## [Ethics hours](https://www.protaxcommunity.com/t/ethics-hours/11675)
**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\ **Replies:** 2\ **Last updated:** [December 30, 2025, 5:57pm UTC](https://www.protaxcommunity.com/t/ethics-hours/11675 "2025-12-30T17:57:50Z")
Wondering if anyone has found some free ethics webinars that quality for CPA PD. Not sure if any of the tax courses I’ve taken will qualify. Thanks --- ## [Mounted Harddrive/Serve White Screen Issue](https://www.protaxcommunity.com/t/mounted-harddrive-serve-white-screen-issue/11659)
**Author:** [@asifnana](https://www.protaxcommunity.com/u/asifnana)\ **Replies:** 1\ **Last updated:** [December 27, 2025, 9:04pm UTC](https://www.protaxcommunity.com/t/mounted-harddrive-serve-white-screen-issue/11659 "2025-12-27T21:04:52Z")
Does anyone have the issue where they open a TAXCYCLE file in windows on a mounted drive/server the tax cycle shows a white screen? The only way to open a file is to have taxcycle open and then double click the file then… --- ## [More scams](https://www.protaxcommunity.com/t/more-scams/11634)
**Author:** [@taxwave](https://www.protaxcommunity.com/u/taxwave)\ **Replies:** 5\ **Last updated:** [December 21, 2025, 12:47am UTC](https://www.protaxcommunity.com/t/more-scams/11634 "2025-12-21T00:47:49Z")
Recently, I’ve received a number of (scam) emails requesting my verification/update (with link) for my DocuSign account. However, when I checked the sender’s credential, it certainly wasn’t from DocuSign and blocked the… --- ## [Revenue Canada request for information](https://www.protaxcommunity.com/t/revenue-canada-request-for-information/11626)
**Author:** [@tony.young](https://www.protaxcommunity.com/u/tony.young)\ **Replies:** 13\ **Last updated:** [December 12, 2025, 7:42pm UTC](https://www.protaxcommunity.com/t/revenue-canada-request-for-information/11626 "2025-12-12T19:42:28Z")
I’ve been retired now for about ten years. My activity as far as tax filings is now limited to friends and family. The other day one of my friends received a letter from what may have been Revenue Canada stating that in … --- ## [Scammer security](https://www.protaxcommunity.com/t/scammer-security/11600)
**Author:** [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\ **Replies:** 8\ **Last updated:** [December 2, 2025, 5:50pm UTC](https://www.protaxcommunity.com/t/scammer-security/11600 "2025-12-02T17:50:29Z")
I got the craziest email from a client wanting to update her name the other day. No mention of why, like divorce. Typically, I see these as obvious phishing scams, delete, and move on. This one, while it sounds like i… --- ## [Tax Folder versus Tax Dome or another Portal for client data](https://www.protaxcommunity.com/t/tax-folder-versus-tax-dome-or-another-portal-for-client-data/11541)
**Author:** [@wachproperties](https://www.protaxcommunity.com/u/wachproperties)\ **Replies:** 6\ **Last updated:** [November 21, 2025, 6:02pm UTC](https://www.protaxcommunity.com/t/tax-folder-versus-tax-dome-or-another-portal-for-client-data/11541 "2025-11-21T18:02:23Z")
What are your thoughts on using TaxCycle’s “Tax Folder” option for $349 versus investing in a separate software portal like Tax Dome or another product? I am mostly focused on having a portal option available to clients … --- ## [Represent a Client down?](https://www.protaxcommunity.com/t/represent-a-client-down/11531)
**Author:** [@paul](https://www.protaxcommunity.com/u/paul)\ **Replies:** 24\ **Last updated:** [November 21, 2025, 2:45am UTC](https://www.protaxcommunity.com/t/represent-a-client-down/11531 "2025-11-21T02:45:50Z")
Anyone else having issues logging in? --- ## [Logging into CRA accounts](https://www.protaxcommunity.com/t/logging-into-cra-accounts/11469)
**Author:** [@craynebookkeeping](https://www.protaxcommunity.com/u/craynebookkeeping)\ **Replies:** 8\ **Last updated:** [October 27, 2025, 8:47pm UTC](https://www.protaxcommunity.com/t/logging-into-cra-accounts/11469 "2025-10-27T20:47:35Z")
Is anyone else having issues getting into cra accounts. i am trying to access client files through rep a client. I am able to get to the spot where you input the account info info then when you click on the button besid… --- ## [Statement of Account - Personal - not working?](https://www.protaxcommunity.com/t/statement-of-account-personal-not-working/11455)
**Author:** [@dawna777](https://www.protaxcommunity.com/u/dawna777)\ **Replies:** 8\ **Last updated:** [October 23, 2025, 9:11pm UTC](https://www.protaxcommunity.com/t/statement-of-account-personal-not-working/11455 "2025-10-23T21:11:49Z")
Anyone else having this issue? When I go to a clients account, statement of account, there is a dropdown for account type. This is a mandatory field but there are no available options in the dropdown therefore I cannot… --- ## [Mortgage Interest deductible with T2200 Work from home](https://www.protaxcommunity.com/t/mortgage-interest-deductible-with-t2200-work-from-home/10956)
**Author:** [@Jacklo](https://www.protaxcommunity.com/u/Jacklo)\ **Replies:** 1\ **Last updated:** [June 16, 2025, 9:59pm UTC](https://www.protaxcommunity.com/t/mortgage-interest-deductible-with-t2200-work-from-home/10956 "2025-06-16T21:59:06Z")
Gents, I have a client who wanted to claim the mortgage Interest for his home as he has T2200 that says he is allowed to work from home. I told him he cannot as T4 employee even if he makes commission and has T2200 that… --- ## [Help reactivating Child Benefit after work permit expiry](https://www.protaxcommunity.com/t/help-reactivating-child-benefit-after-work-permit-expiry/10870)
**Author:** [@alma.mendicuti](https://www.protaxcommunity.com/u/alma.mendicuti)\ **Replies:** 1\ **Last updated:** [June 2, 2025, 4:08am UTC](https://www.protaxcommunity.com/t/help-reactivating-child-benefit-after-work-permit-expiry/10870 "2025-06-02T04:08:46Z")
Hi everyone, I’m helping a friend update her information with the CRA to reactivate her Canada Child Benefit (CCB), which was stopped due to the expiry of her work permit. I have a couple of questions and would really a… --- ## [Authorization Requests](https://www.protaxcommunity.com/t/authorization-requests/10783)
**Author:** [@paul](https://www.protaxcommunity.com/u/paul)\ **Replies:** 2\ **Last updated:** [May 8, 2025, 5:48pm UTC](https://www.protaxcommunity.com/t/authorization-requests/10783 "2025-05-08T17:48:28Z")
I keep getting this message…are we already unable to process requests through @TaxCycle ? Authentication failed. Access is locked - number of unsuccessful attempts exceeds access limits. Please contact your EFILE Helpde… --- ## [Error 2197](https://www.protaxcommunity.com/t/error-2197/10578)
**Author:** [@regaladond](https://www.protaxcommunity.com/u/regaladond)\ **Replies:** 4\ **Last updated:** [April 10, 2025, 3:53am UTC](https://www.protaxcommunity.com/t/error-2197/10578 "2025-04-10T03:53:42Z")
How to fix that error error 2197. I added $1000 made on first 60 days of 2024 and was not considered for 2024 and It was not filed on 2023 return. Then added the rest of contributions for 2024. Geting this efile messa… --- ## [Cancelling Direct Deposit on behalf of Deceased Client](https://www.protaxcommunity.com/t/cancelling-direct-deposit-on-behalf-of-deceased-client/10360)
**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\ **Replies:** 1\ **Last updated:** [March 20, 2025, 6:18pm UTC](https://www.protaxcommunity.com/t/cancelling-direct-deposit-on-behalf-of-deceased-client/10360 "2025-03-20T18:18:02Z")
My client passed away in 2024 and his widow wants his refund to be paid via cheque as she is unsure what account he had set up under direct deposit. Is this something I can do as a representative? Thanks --- ## [EFILE for electronic filers - Canada.ca](https://www.protaxcommunity.com/t/efile-for-electronic-filers-canada-ca/10238)
**Author:** [@obhorst](https://www.protaxcommunity.com/u/obhorst)\ **Replies:** 2\ **Last updated:** [March 8, 2025, 2:01am UTC](https://www.protaxcommunity.com/t/efile-for-electronic-filers-canada-ca/10238 "2025-03-08T02:01:50Z")
I fell for this scam - but can’t ask for a password reset until Monday. How seriously am I at risk? --- ## [Message on Invoice](https://www.protaxcommunity.com/t/message-on-invoice/10147)
**Author:** [@civicclients](https://www.protaxcommunity.com/u/civicclients)\ **Replies:** 4\ **Last updated:** [March 3, 2025, 7:05pm UTC](https://www.protaxcommunity.com/t/message-on-invoice/10147 "2025-03-03T19:05:21Z")
How do I add a message on client invoices. I would like to add payment options. --- ## [Taxfolder login](https://www.protaxcommunity.com/t/taxfolder-login/9608)
**Author:** [@walt](https://www.protaxcommunity.com/u/walt)\ **Replies:** 1\ **Last updated:** [December 18, 2024, 7:21pm UTC](https://www.protaxcommunity.com/t/taxfolder-login/9608 "2024-12-18T19:21:22Z")
Anyone else having difficulty logging into taxfolder? --- ## [FHSA plan](https://www.protaxcommunity.com/t/fhsa-plan/9482)
**Author:** [@heemskerkacct](https://www.protaxcommunity.com/u/heemskerkacct)\ **Replies:** 1\ **Last updated:** [November 16, 2024, 11:05pm UTC](https://www.protaxcommunity.com/t/fhsa-plan/9482 "2024-11-16T23:05:56Z")
A client overcontributed $1,000 to his FHSA in 2023. He contributed another $8k in 2024. He then withdrew the overcontributed $1,000 in July of this year. His financial institution can’t tell him if he will receive a T-… --- ## [Simplified medical travel out of country?](https://www.protaxcommunity.com/t/simplified-medical-travel-out-of-country/9451)
**Author:** [@LMK](https://www.protaxcommunity.com/u/LMK)\ **Replies:** 8\ **Last updated:** [November 9, 2024, 12:05am UTC](https://www.protaxcommunity.com/t/simplified-medical-travel-out-of-country/9451 "2024-11-09T00:05:42Z")
I’m preparing an adjustment request involving medical travel out of country. I know I can claim airfare and accommodations + meals, but what about car rental (I think not)? If not, do you think it’s allowable to use sim… --- ## [Job Board?](https://www.protaxcommunity.com/t/job-board/9011)
**Author:** [@fischbooks](https://www.protaxcommunity.com/u/fischbooks)\ **Replies:** 0\ **Last updated:** [August 9, 2024, 3:16am UTC](https://www.protaxcommunity.com/t/job-board/9011 "2024-08-09T03:16:34Z")
Any thoughts about adding a job board on here? [Next page](https://www.protaxcommunity.com/c/uncategorized/1.md?page=1)