Diagnostics

Diagnostics are short messages issued by CCH iFirm return manager warning you of possible errors or particular tax situations that may require corrections or the entry of additional information. The diagnostics are shown following incorrect data entry (for example, an invalid social insurance number) or an automatic calculation operation performed by the program.

Show a diagnostic in a form

To show a diagnostic in a form, place the cursor on the field with a diagnostic indicator . Once the pointer is immobilized for a short period of time, the program will show the diagnostic inside a tooltip.

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Display the list of diagnostics

To display the list of diagnostics, proceed as follows: 

1. From the return manager, select the return of a client for whom you want to review the list of diagnostics.
2. In the Return view, click the PREPARE tab.
3. In the View drop-down list of the left pane, select Diagnostics.

The list of diagnostics is now displayed in the left pane.

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Filter the diagnostics

The diagnostics pane allows you to filter diagnostics using five tabs: 

• The All tab allows you to show all diagnostics present in the taxpayer's return except for previously hidden diagnostics.
• The General tab allows you to show the diagnostics that relate to a tax error, such as a calculation error.
• The Filing tab allows you to show diagnostics that relate to electronic transmission such as a missing EFILE number in the settings as well as diagnostics relating to return filing, such as a bar codes error.
• The Custom tab allows you to show the list of custom diagnostics that were created by your firm.
• The Hidden tab allows you to display all diagnostics that you have previously hidden.

Show and hide a diagnostic

To hide a diagnostic, proceed as follows: 

1. Display the list of diagnostics.
2. Click the diagnostic that you want to hide.
3. Click Hide diagnostic.
   The diagnostic is transferred to the Hidden tab.

To show a previously hidden diagnostic, proceed as follows: 

1. Display the list of diagnostics.
2. Click the Hidden tab.
3. Click the diagnostic that you want to show.
4. Click Show diagnostic.
   The diagnostic is transferred to its original tab.

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Types of diagnostics

Here are the different types of diagnostics in CCH iFirmreturn manager:

	Error	Enter or modify data to make sure that the information does not cause the return to be rejected.
	Warning	Review data entered and, where applicable, correct it.
	Information	You can consult the brief explanations relating to calculation optimizations performed by CCH iFirm return manager and review the tips given to allow you to optimize certain tax situations even more. You should take these tips into consideration and note them, if applicable.
	Filing errors	Errors have been detected and you should modify data entered in order for the document to be eligible for electronic transmission.
	Warning with regards to filing	The document is eligible for electronic transmission. However, make sure that the information entered is accurate to prevent the document from being rejected.

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Correct an error detected by a diagnostic

To correct an error from a cell with a diagnostic indicator, proceed as follows:

1. Select the cell with a diagnostic indicator.
2. Read the program explanations carefully.
3. Enter the data required by the program.

To correct an error from the diagnostics pane, proceed as follows:

1. Show the diagnostics pane.
2. Select the diagnostic that you want to correct.
3. If a cell must be modified, CCH iFirmreturn manager will put the cursor on the appropriate cell. Otherwise, read the diagnostic text carefully and follow the indications.

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Training video

https://go2.wolterskluwer.ca/marketing-vid-en-ifirm-tax-intelligent-diagnostics

https://go2.wolterskluwer.ca/training-vid-en-ifirm-taxprep-custom-diagnostic

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