# Latest **URL:** https://www.protaxcommunity.com/latest.md?no_subcategories=false [Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md) --- ## [Welcome to ProTaxCommunity.com! 👋](https://www.protaxcommunity.com/t/welcome-to-protaxcommunity-com/8)
**Author:** [@system](https://www.protaxcommunity.com/u/system)\ **Replies:** 4\ **Last updated:** [October 18, 2023, 4:25pm UTC](https://www.protaxcommunity.com/t/welcome-to-protaxcommunity-com/8 "2023-10-18T16:25:02Z")
We are so glad you joined us. This community is a place for accountants, bookkeepers and tax preparers to discuss topics related to Canadian tax returns and accounting. Topics include how to use TaxCycle software, tax l… --- ## [Caseware Essentials — minimum five licences?](https://www.protaxcommunity.com/t/caseware-essentials-minimum-five-licences/13022)
**Author:** [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)\ **Replies:** 18\ **Last updated:** [November 1, 2026, 10:29pm UTC](https://www.protaxcommunity.com/t/caseware-essentials-minimum-five-licences/13022 "2026-11-01T22:29:30Z")
Has anyone else received an email from Caseware saying Essentials will require a minimum of five user licences at renewal? Caseware says this minimum will apply to our December 31, 2026 renewal, with the quote to follow… --- ## [Accounting for travel reimbursements on the quick method](https://www.protaxcommunity.com/t/accounting-for-travel-reimbursements-on-the-quick-method/13020)
**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\ **Replies:** 2\ **Last updated:** [October 31, 2026, 10:22pm UTC](https://www.protaxcommunity.com/t/accounting-for-travel-reimbursements-on-the-quick-method/13020 "2026-10-31T22:22:11Z")
Hello, My client is an IT consultant and when she is required to travel for a job, her customer reimburses her dollar for dollar for the travel related expenses. Normally this would just be a wash between income and exp… --- ## [Province of Employment – BC Corporation Working in Nunavut](https://www.protaxcommunity.com/t/province-of-employment-bc-corporation-working-in-nunavut/13033)
**Author:** [@sahmad](https://www.protaxcommunity.com/u/sahmad)\ **Replies:** 4\ **Last updated:** [October 30, 2026, 9:50pm UTC](https://www.protaxcommunity.com/t/province-of-employment-bc-corporation-working-in-nunavut/13033 "2026-10-30T21:50:07Z")
I have a client who incorporated in BC to provide construction/framing services to an unrelated mining company in Nunavut. He’s the sole shareholder and wants to put himself on payroll. A few details: His corporation… --- ## [Refresh Carry Forward](https://www.protaxcommunity.com/t/refresh-carry-forward/13016)
**Author:** [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)\ **Replies:** 3\ **Last updated:** [October 27, 2026, 12:48am UTC](https://www.protaxcommunity.com/t/refresh-carry-forward/13016 "2026-10-27T00:48:00Z")
I can’t refresh carry forward a file from 2023 to 2024. I created a prior year return from 2024 and then when I went to refresh carry forward the icon is greyed out. Any help appreciated --- ## [CRA rep a client update](https://www.protaxcommunity.com/t/cra-rep-a-client-update/13008)
**Author:** [@diana](https://www.protaxcommunity.com/u/diana)\ **Replies:** 8\ **Last updated:** [October 23, 2026, 12:53pm UTC](https://www.protaxcommunity.com/t/cra-rep-a-client-update/13008 "2026-10-23T12:53:31Z")
As of this morning, I cannot download any T2 notices of assessment. AFR also does not work no matter how many data sets I try to unselect. This is in addition to not having access to Notices Issued which comes up with … --- ## [Clients With Medical - Report](https://www.protaxcommunity.com/t/clients-with-medical-report/13014)
**Author:** [@Jennifer](https://www.protaxcommunity.com/u/Jennifer)\ **Replies:** 2\ **Last updated:** [October 22, 2026, 11:33am UTC](https://www.protaxcommunity.com/t/clients-with-medical-report/13014 "2026-10-22T11:33:12Z")
Good Afternoon, I’m trying to get some information out of client manager related to what clients we have completed a medical schedule for. I don’t see anything in the Quick Search filters and I’ve tried Batching to cre… --- ## [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:** 8\ **Last updated:** [October 22, 2026, 10:49am UTC](https://www.protaxcommunity.com/t/pdf-software-for-e-sign/12990 "2026-10-22T10:49:31Z")
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? --- ## [ERROR: REP 72 - CRA's Latest Update](https://www.protaxcommunity.com/t/error-rep-72-cras-latest-update/13007)
**Author:** [@GuyWhoPlaysGolf](https://www.protaxcommunity.com/u/GuyWhoPlaysGolf)\ **Replies:** 5\ **Last updated:** [October 22, 2026, 4:14am UTC](https://www.protaxcommunity.com/t/error-rep-72-cras-latest-update/13007 "2026-10-22T04:14:29Z")
As usual whenever there’s a maintenance update from the CRA, there always has to be an issue, that too on a Monday. I normally view the list of clients who’ve received NoAs or Reassessments to as to check their files. I… --- ## [CRA Weekend Update](https://www.protaxcommunity.com/t/cra-weekend-update/13010)
**Author:** [@Arliss](https://www.protaxcommunity.com/u/Arliss)\ **Replies:** 2\ **Last updated:** [October 21, 2026, 11:21pm UTC](https://www.protaxcommunity.com/t/cra-weekend-update/13010 "2026-10-21T23:21:10Z")
I am getting the following message with T1 AFR since the weekend. Anyone else? --- ## [Where to input minimum tax carryover in T3](https://www.protaxcommunity.com/t/where-to-input-minimum-tax-carryover-in-t3/13013)
**Author:** [@paul3](https://www.protaxcommunity.com/u/paul3)\ **Replies:** 1\ **Last updated:** [October 21, 2026, 7:11pm UTC](https://www.protaxcommunity.com/t/where-to-input-minimum-tax-carryover-in-t3/13013 "2026-10-21T19:11:17Z")
I am trying to find where to input the prior years carryover amounts for AMT, if I am preparing a trust return for the first time. I can override line 89 on Sch 12 but that can’t be the way to do it, it needs to know 7 … --- ## [Hair salon - chair rental](https://www.protaxcommunity.com/t/hair-salon-chair-rental/12991)
**Author:** [@dongminkun](https://www.protaxcommunity.com/u/dongminkun)\ **Replies:** 1\ **Last updated:** [October 16, 2026, 7:26pm UTC](https://www.protaxcommunity.com/t/hair-salon-chair-rental/12991 "2026-10-16T19:26:06Z")
My client operates a hair salon and also earns monthly rental income from renting out a chair on ongoing basis, which accounts for only10% of total revenue. The client provides only the chair, with no additional services… --- ## [Enter Group ID in Rep a client](https://www.protaxcommunity.com/t/enter-group-id-in-rep-a-client/12986)
**Author:** [@neal](https://www.protaxcommunity.com/u/neal)\ **Replies:** 0\ **Last updated:** [October 14, 2026, 7:32pm UTC](https://www.protaxcommunity.com/t/enter-group-id-in-rep-a-client/12986 "2026-10-14T19:32:49Z")
Trying to enter Group ID with T1 client open in Rep a Client. I can find where for T2 clients, not for T1. I created Group ID so as to add staff for access. --- ## [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… --- ## [TFSA contribution Room](https://www.protaxcommunity.com/t/tfsa-contribution-room/12980)
**Author:** [@taxeswise888](https://www.protaxcommunity.com/u/taxeswise888)\ **Replies:** 2\ **Last updated:** [October 13, 2026, 4:25pm UTC](https://www.protaxcommunity.com/t/tfsa-contribution-room/12980 "2026-10-13T16:25:17Z")
I have filed for Tax Returns since 2013, but I just realized that for 2013-2019, they did not give me the TFSA room although I was the Resident for tax purposes in all of those years? Anyone have knowledge about this? I … --- ## [Refresh Carryforward n/a](https://www.protaxcommunity.com/t/refresh-carryforward-n-a/12861)
**Author:** [@msbuttar](https://www.protaxcommunity.com/u/msbuttar)\ **Replies:** 11\ **Last updated:** [October 13, 2026, 4:24pm UTC](https://www.protaxcommunity.com/t/refresh-carryforward-n-a/12861 "2026-10-13T16:24:20Z")
I am running version 16.064783.0. Today I created T1 2025 and then click prior year to create T1 2024. I filed 2024 return and now when I try to refresh carryforward for 2025 return but it is not available. --- ## [B.C. manufacturing and processing investment tax credit](https://www.protaxcommunity.com/t/b-c-manufacturing-and-processing-investment-tax-credit/12979)
**Author:** [@suncoastcpa](https://www.protaxcommunity.com/u/suncoastcpa)\ **Replies:** 1\ **Last updated:** [October 10, 2026, 1:38pm UTC](https://www.protaxcommunity.com/t/b-c-manufacturing-and-processing-investment-tax-credit/12979 "2026-10-10T13:38:12Z")
Which form do I need to use to claim B.C. manufacturing and processing investment tax credit? --- ## [Adding a T5Rec form to T1's just like the T3Rec](https://www.protaxcommunity.com/t/adding-a-t5rec-form-to-t1s-just-like-the-t3rec/12974)
**Author:** [@knawaz](https://www.protaxcommunity.com/u/knawaz)\ **Replies:** 0\ **Last updated:** [October 9, 2026, 2:12am UTC](https://www.protaxcommunity.com/t/adding-a-t5rec-form-to-t1s-just-like-the-t3rec/12974 "2026-10-09T02:12:49Z")
Can you add a T5Rec form to T1’s just like the T3Rec that exists now. --- ## [Charity voluntary revocation](https://www.protaxcommunity.com/t/charity-voluntary-revocation/12921)
**Author:** [@pardnme](https://www.protaxcommunity.com/u/pardnme)\ **Replies:** 6\ **Last updated:** [October 7, 2026, 10:34am UTC](https://www.protaxcommunity.com/t/charity-voluntary-revocation/12921 "2026-10-07T10:34:53Z")
Need some support with charity wind down. Client is looking to shut down the RR - year end is December 31. Client wants to file the normal return for this year (2026) but then shut down in Q1 - 2027. Does anybody have… --- ## [Bankruptcy Return](https://www.protaxcommunity.com/t/bankruptcy-return/12882)
**Author:** [@Taxtin](https://www.protaxcommunity.com/u/Taxtin)\ **Replies:** 5\ **Last updated:** [October 5, 2026, 7:37pm UTC](https://www.protaxcommunity.com/t/bankruptcy-return/12882 "2026-10-05T19:37:33Z")
I am trying to file a 2025 T1 for a client who went bankrupt in 2026 (August 18) but it’s not going through. Any reason why I am not able to file Jan-Dec 2025 return? I though trustee only files the year client went bank… --- ## [Client Server...more issues](https://www.protaxcommunity.com/t/client-server-more-issues/12899)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 2\ **Last updated:** [October 2, 2026, 8:53pm UTC](https://www.protaxcommunity.com/t/client-server-more-issues/12899 "2026-10-02T20:53:55Z")
This kind of stuff drives me nuts in “professional software”. Why isn’t the status ON the main screen all the time…seems logical to show? …and when it does actually start…then…there’s nothing: After waiting an i… --- ## [Up Load client DTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603)
**Author:** [@robent](https://www.protaxcommunity.com/u/robent)\ **Replies:** 23\ **Last updated:** [September 29, 2026, 7:36pm UTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603 "2026-09-29T19:36:14Z")
I was blind sided today attempting to upload a T2201 on Rep Client portal. Response was … no longer available after 14 Jul2026 in REP Client. CRA acceptance now restricted to mail in or MyAccount (personal) initial fo… --- ## [Sale of Holdco shares](https://www.protaxcommunity.com/t/sale-of-holdco-shares/12883)
**Author:** [@dongminkun](https://www.protaxcommunity.com/u/dongminkun)\ **Replies:** 1\ **Last updated:** [September 25, 2026, 11:24am UTC](https://www.protaxcommunity.com/t/sale-of-holdco-shares/12883 "2026-09-25T11:24:23Z")
If a Holdco’s sole asset is shares of an Opco, and the Opco holds 60% Canadian operating assets and 40% passive investments, would the Opco shares qualify as eligible assets for QSBC purposes at the Holdco level, since m… --- ## [Thermal Label Printer thoughts](https://www.protaxcommunity.com/t/thermal-label-printer-thoughts/12875)
**Author:** [@TimParris](https://www.protaxcommunity.com/u/TimParris)\ **Replies:** 6\ **Last updated:** [September 24, 2026, 6:06pm UTC](https://www.protaxcommunity.com/t/thermal-label-printer-thoughts/12875 "2026-09-24T18:06:05Z")
I have been using a Funglam Label Printer since 2021 to print 4x2 address and folder labels. However, I have reached the end of my present stock of 4x2 address labels and would like to move to 6x4 packing labels. This w… --- ## [New CRA authentication requirement](https://www.protaxcommunity.com/t/new-cra-authentication-requirement/12876)
**Author:** [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\ **Replies:** 4\ **Last updated:** [September 23, 2026, 4:33pm UTC](https://www.protaxcommunity.com/t/new-cra-authentication-requirement/12876 "2026-09-23T16:33:06Z")
Up until now, we haven’t had to authenticate ourselves when filing a T1, other than through TaxCycle, using our EFILE credentials. But, we needed to log into RAC for AFR to work. I hope this new requirement to log into R… --- ## [Current CRA processing times on S89s and Estate files?](https://www.protaxcommunity.com/t/current-cra-processing-times-on-s89s-and-estate-files/12871)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 3\ **Last updated:** [September 22, 2026, 12:56am UTC](https://www.protaxcommunity.com/t/current-cra-processing-times-on-s89s-and-estate-files/12871 "2026-09-22T00:56:18Z")
Does anyone have recent experience in timing with CRA on processing Sch 89 requests for CapDivs and (separately, obviously) on T3/Trustee creation or changes filed electronically? --- ## [T2 Suggestions - CGI and Other Items](https://www.protaxcommunity.com/t/t2-suggestions-cgi-and-other-items/12874)
**Author:** [@snoplowguy](https://www.protaxcommunity.com/u/snoplowguy)\ **Replies:** 0\ **Last updated:** [September 21, 2026, 9:39pm UTC](https://www.protaxcommunity.com/t/t2-suggestions-cgi-and-other-items/12874 "2026-09-21T21:39:59Z")
Corporate Group Information: We have a bunch of Farming Corporations. In the Identification Section, TaxCycle does not automatically pick up whether or not the target corporation (of the corporate linking file) is a Fa… --- ## [Status Log](https://www.protaxcommunity.com/t/status-log/12813)
**Author:** [@jeremy1](https://www.protaxcommunity.com/u/jeremy1)\ **Replies:** 7\ **Last updated:** [September 19, 2026, 11:43am UTC](https://www.protaxcommunity.com/t/status-log/12813 "2026-09-19T11:43:48Z")
Hi Everyone, Is there a way in TaxFolder to show a history of statuses for Approvals and Signatures before the document was finalized? I sent a T183 to a client for e-signature on August 24. Today, they claimed to have… --- ## [Carrying receipt number from labour-sponsored fund (RL10) to the RRSP form](https://www.protaxcommunity.com/t/carrying-receipt-number-from-labour-sponsored-fund-rl10-to-the-rrsp-form/12841)
**Author:** [@Abdel-Kabir](https://www.protaxcommunity.com/u/Abdel-Kabir)\ **Replies:** 2\ **Last updated:** [September 18, 2026, 12:23am UTC](https://www.protaxcommunity.com/t/carrying-receipt-number-from-labour-sponsored-fund-rl10-to-the-rrsp-form/12841 "2026-09-18T00:23:22Z")
At this time, it is possible to enter information from the RL-10 slip into the RL10 form as well as the Credits form (T5006). On the RL10 form, i can enter the receipt number; while this number does not automatically ca… --- ## [Feedback on TaxCycle Seminar Tour](https://www.protaxcommunity.com/t/feedback-on-taxcycle-seminar-tour/12860)
**Author:** [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)\ **Replies:** 5\ **Last updated:** [September 17, 2026, 11:49pm UTC](https://www.protaxcommunity.com/t/feedback-on-taxcycle-seminar-tour/12860 "2026-09-17T23:49:56Z")
I am considering registering for the upcoming TaxCycle Seminar Tour. For those who have attended in previous years, what was your experience? I am trying to determine if the sessions provide practical, hands-on workflow … [Next page](https://www.protaxcommunity.com/latest.md?no_subcategories=false&page=1)