T1 FAQ & Troubleshooting Tips


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


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

T1 Questions

T1-2017

Question/Problem Answer

Remote Support with TeamViewer

FOR REMOTE TECHNICAL SUPPORT with TeamViewer

We can connect to your machine and help you with your questions or problems or demonstrate a program feature. To do that, you need to install in your machine a small program called Teamviewer which is free for occasional users.

If you already have TeamViewer in your machine, Email us its ID, its Password, your phone and we will contact you before we connect. If you have version 13 of TeamViewer, Uninstall it before installing version 12 from the link below. 

Copy this link to the URL box of your Browser http://visualtax.com/downloads/TeamViewerSetupV12.exe in order to download and install the TeamViewer version 12. TeamViewer allows us to logon to your machine and see the same windows you see.

During Installation of the TeamViewer program it asks you some questions:

Select as shown below:

-          for ‘How do you want to proceed’:  Use  'Basic installation' and

-          for ‘How do you want to use TeamViewer? ‘ Use:  'Personal / Non-Commercial use'

Then Email us at support@Visualtax.com the following:

-          Teamviewer ID  And Password as shown on its first window when you run it. They are both shown below ’Allow Remote Control.’ 

-          Your Telephone number

-          A one to two lines description of the issue you need help with

-          The time we can phone you and logon to your machine to see the issues and help you.

The Teamviewer password changes/expires if you Close/Exit the TeamViewer program. This ensures that we cannot logon to your machine again, unless you give us the new Password.

Leave the TeamViewer running until we connect.  You can minimize the TeamViewer if you want.

We will phone you before connecting to your machine, approximately the time you are available, and help you if we can. We can tell you what to click or do and we watch, or we click and you watch.

Efile Error 149-S or 149-R

This is a catch-all and unspecified error that CRA does not give you the reason it was issued.

Probable causes:

1. Rental Schedule (T776) and Business Statements such as T2125, Farming, Fishing etc.

- All submitted statements must have at least $1 in Gross Income and Net Income. (Net Income can be negative). Inspect them via the BSUM and Rental Summary.

- All individual income lines and individual expenses must be Positive and at least $1

- ALL partner Names and addresses must be fully entered (Street, City, Postal)

- The Business NAICS code (Industry code) must be selected from the list and it must be 6 numbers.

2. T1135: Telephone numbers at the end must be in the format (999) 999-9999

3. INFO form: You cannot Efile a return with address outside Canada

4. T2091: Principal Residence: Address must be provided in full and country must be 3 characters

5. Total number of SFD's must not exceed 6 . SFD's (Selected Financial Statements) are: T2125, T776, T2091, T777. TL2, Farming (T2042, T1273, T1163), Fishing (T2121).

If you cannot resolve it, contact VisualTax with Teamviewer Id/Password.

Efile Error: 180007

Invalid Date Format

Probable causes:

The Business Statement such as T2125 or Rental Statement T776, is incorrect.

- All submitted statements must have at least $1 in Gross Income and Net Income. (Net income can be negative). Inspect them via the BSUM and Rental Summary form.

- All individual income lines and individual expenses must be Positive and at least $1

- ALL partner Names and addresses must be fully entered (Street, City, Postal)

If you cannot resolve it, contact VisualTax with Teamviewer Id/Password.

Manage Firewalls / Antivirus

As publishers, we try to give you clean software that will go through your chosen protection software with minimum interruptions.

Firewalls are updated by the vendors almost daily in their quest to find malicious software. A lot of them use heuristic algorithms, that most often generate false alarms. Lately we investigated one Firewall/Antivirus program that was generating fictitious alarms that no other program in the market did!

Some firewalls look at the Date a program was created. A new version of a tax software with a new date, can raise the firewall/antivirus eyebrows, as they view each dated release as a different and unknown program that will 'harm your computer'.

Others look at the program functionality and if they detect links to another web site, they consider the program as malicious.

Badly designed firewalls and Antivirus programs, quarantine programs without even telling you anything. A quarantined program or file behaves as missing, and unless you know how to restore it, it can leave you cold in front of your clients. You must find out how to restore quarantined files so you can continue to work.

In general, you should configure your Firewalls or Antivirus programs to stop interfering with the following VT programs:

Vt2017SetupFull.exe (Downloaded installation program)

Vt2017.exe (The main VT progam that you run)

vtChkupd.exe (The program that checks and does the update)

PdfFactory.exe (The program that provides PDF printouts)

TddGetData.exe (The program involved in Autofill)

TR2017.exe (The program that does the Tax Reasearch)

If you do not know how, phone your Firewall/Antivirus supplier to tell you how to:

Add them in the'user trusted' list of your Firewall

or add them in the 'Exclusions' list of your Firewall

or add the above in the 'White List' of your Firewall.

Some firewalls allow you to specify a full directory in the exclusion list so that you can enter C:\vt-2017 in the exclusion list.

All good programs provide such capabilities as they recognize that their logic can generate ‘False Positive’ alarms and they need to give you an escape, instead of returning their product for a refund.

It is better if you do the above before you start downloading.

Tuition Transfer

Method 1:

provides more flexibilty

Sequence:

1.       Form T2202 of student:  Enter tuition fees and months. If in Ontario or Saskatchewan, complete the related line at the bottom of the slip.

2.       Complete S11 and S11PRV on the Student’s return and mark down the amounts to be transferred federally and provincially

3.       Open the Parent’s return and in form TRANSF use the Direct method on the top and enter the amounts of federal transfer. Repeat the same for the Provincial transfer in form PTRANSF

Method 2:

Process the students together with the parents. In the student's S11 and S11PRV , enter the SIN of the beneficiary parent. In the Transf and Transf forms use the Detail form of calculation by using the Yes indicators.

Section 216 Non-Resident Rental Income Form T1159

On the INFO Form:

-          Province for Residence on Dec 31:  Select ‘Non Resident'

-          Non-Residence section:  Select ‘I was a non-resident’

-          Complete T776

-          Filing section -> Special Type of Return: Select (tick) Section 216

-          Open form T1159 and finish it up

North American Industry (NAICS) Codes

Click the Menu item Utilities -> Edit Supported Files and double click and open the File NAICS.D

Then you can add new codes/descriptions in any of the sections, or you can delete an existing old code

or type a new code/description over an existing one.

Then after edit, just click 'Save'. From that point on the revised codes will be available in the NAICS dropdown list of T2125 and other Self-employment statements.

Newcomer to Canada and Proration of non-refundable credits:

Why doesn't the program do proration all the time for newcomers to Canada?

It depends on how you completed the Newcomer to Canada information section on the INFO form. The amounts you enter on boxes 5292 and 5293 determine the rule of 90 on the same section. These boxes cannot accept '0' amounts, you must enter '1'. If the rule of 90 is in effect, then there is no proration, meaning that the tax payer gets the full non-refundable credits.

For detail info: Click the menu item EfileOnLine -> Efile Appendices and see Appendix L, where CRA explains the NewComer non refundable credits , line 5292 and 5293 and provides examples.

Efile error: 2258

HBP

Most likely the taxpayer has an outstanding HBP account that requires repayment.

RRSP form:  HBP Section

There is a line that requires you to enter the ‘Required HBP Repayment’.  Check with the CRA Help desk to tell you exactly how much it is and enter ‘Y’ on the override and enter the Amount CRA gave you.

If there was no RRSP contribution for HBP designation, this amount becomes taxable income on line 129

Principal Residence T2091:

What do I enter any capital gain on Schedule 3?

Complete the T2091 form. If you have an amount at line 56 of T2091 that woluld be the capital Gain to include on S3. CRA says to enter it on Line 158. In VT, this line is a calculated amount so it will not allow you to enter it directly on it. So enter the Capital gain directly on the Proceeds column and then the program will transfer it to line 158.

Refile a T1 Return

Quick method (No Variance review, No back up of initial return, no answers to CRA questions)
Step 1:Open Form REFILEQ and enter the Document Control Number (DCN) as shown on the printed T183 created in the initial Efile.

Step 2: Open form INFO and scroll down towards the end until you locate the red Re-File Version: Enter R1 in it. Make the required changes to the tax return before or after step 1.

Step 3:Click the menu item EfileOnLine and then click Current Return.

Correct method:
To start off, open the already Efiled return and before you make any changes to it, click the menu item EfileOnLine -> ReFILE and as CRA requested, read the CRA instructions page. Following that, the program opens the REFILEQ form that has a Help button with additional instructions. You must follow the instructions and steps outlined in the REFILEQ form.

If another preparer did the original Efile:
Use only the Quick method

T1-2016 and prior

(Most items are still in effect in T1-2017)

Question/Problem Answer

Efile Error: 377

There is an entry at field 437 for total income tax deducted but no income was reported at a field which income tax would have been deducted (fields 101, 113, 114, 115, 116, 119, 129, 5345 and/or 5347). Review your client's documents to determine the entries required. Ensure that instalment payments (field 476) or foreign taxes withheld (field 431) have not been entered as total income tax deducted at field 437.

Open Form EFMEMO and on field 5345 enter the income on which tax was witheld.

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 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

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

No, just complete the T1-DD form(Account information) and the T1 Page 4 will capture the info. Then Efile it.

Error 217 when opening a Visualtax program

The error  (usually 217) comes up when the Data Base of your clients cannot be opened.   What manages these data base files (open/read/write)  is the Borland Data Base Engine (BDE).

The Data Base operations programs are installed by the Common Components (ComComp.exe) that is available on our downloads page.

This installs various programs into the Windows/System32 folder such as vcl50.bpl and many other BPL and DLL files.

It is recommended that  Firewalls and Antivirus programs are ‘disabled’ during installation of the ComComp.exe

Items you can try to resolve the problem:

0. Reboot your machine and try again.

1. Disable the Firewall and Download and install again the Common Components (ComComp). Also Download again the Last program update and try.

2. There may be a conflict between Simply Accounting (now owned by Sage) and VisualTax as they both use the Borland Data Base engine but different versions. Sometimes it may go on for months without any problem but it can start anytime. Very difficult to get around other than running the two programs on separate machines or creating different login passwords for these programs, as mentioned below. One user who is using Simply Accounting wrote:

All I did was to add a new user profile and set one up as "tax". When I log in with that user, it shows all my programs but I use only the T1 program (definitely not Sage 50 as I am afraid that might cause the problem again) When I want to use any of the other programs, I switch back to my original user account.

3.  Restore your windows to a previous back up.  It could be a windows update that caused the sudden problem

4. If you use Norton Utilities (Antivirus/Firewall) disable it at least temporarily (Norton may be deleting files)

5. Is there a file by the name PDOXUSRS.NET in your C drive?  If there is, delete it and try running the program again.

6. Click here and download a special ComComp file by the name ComCompZip.exe:  www.visualtax.com/downloads/comcompzip.exe

and Unzip it into the program folder such as C:\T1-2014 (not in the C:\Windows\system32 directory) and try running the program again. If successful, do the same for other VisualTax programs such as C:\T2-2015 or T1-2013, etc.

7.  Uninstall any Wordperfect 8 software you may have, reinstall the Comcomp and try again.

Efile error 180010: 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.

Efile Error: 2259

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. Also the Income nor taxes can be less than a dollar. So delete them (offset them).

Printing and print margins, print narrow, CRA Filing Copy does not print the amounts in the T1-KFS page

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

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).

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

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

This can also affect the CRA filing copy which is the Condensed printing of the tax return. Specifically, the T1-KFS page of the T1 jacket may not show all the Income and Net Income amounts due to overflow and CRA may reject it.

NewComers / Immigrants Non-Refundable credits 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.

Efile error: 95548

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.

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

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.

Question/Problem Answer

EFile connection problem, does not connect to CRA

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

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

No, just complete the T1-DD form(Account information) and the T1 Page 4 will capture the info. Then Efile it.

Efile a 2012 Return

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'.

PDF of 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.

Configuration

See Configuration

AUTO-FILL in T1-2015 and VT-2015 fails to connect to CRA after Nov 6, 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

E-Filing 2012 tax returns: Re-posted the T1-2012 program on Feb 14, 2014. The problem was that the accepted 2012 Efile did not show the Confirmation number due to some CRA incompatibility in the Efile response between 2012 and 2013.

Re-Download the T1Full12.exe from the prior year section of the Downloads page.

CRA will not accept Efile for T1-2012 any longer

T1-2012

Question/Problem Answer

Efile Error: Errors have been detected with the Selected financial Data (SFD)

SFD statements are the following: The self-employment statements (T2125, T2042, T2121, T1163 and T1273), Rental (T776), T777, TL2 and T2091 (Principal jursisdiction)

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.

T183 shows 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.

Setting up Notes and Reminders

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.

Error Message 'Spouse Income not entered' but the spouse INDEED does not have Net Income.

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.

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.php

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

Efile Error Code 70448 CPP Overpayment

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

Coupling a deceased spouse with his/her survivor

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)

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.

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'

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.

Paper File T1 Condensed

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).

CPP Rules and T2204 (2012)

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/cpp-rpc/cpp-chngs-eng.html

VisualTax FORUM: Vt User-to-user Forum

Rollover from Last Year

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.

T3 Slip with Business Income (Canadian or Foreign)

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).

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.

Tax Planner 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

Question/Problem Answer

T4-Placement Office, T4-Hairdressers, etc.

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.

Windows 7 - 64 bit

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

Efile, 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.

Schedule 11 adjusted line 11 does not always equal Taxable Income Line 260

CRA emailed the following message to software developers. This change cannot be found on the T1 Guide.

This year, we would like to bring to your attention the calculation of line 11 on the federal schedule 11 only for those taxpayers who have large amounts of Tuition, Education and Textbook amounts and have income that exceeds the first income threshold on schedule 1.

In accordance with legislation, the calculation at line 11 on the federal schedule 11 and the equivalent lines on the provincial forms are as follows:
Fed. or Prov. Tax on Taxable Income* divided by lowest Fed. or Prov. Tax Rate

*Tax on Taxable Income is:

Line 34 on Federal Schedule 1
Line 38 on the NU, BC, ON and NL 428
Line 42 on the YK428
Line 40 on the SK and MB 428
Line 37 on the NWT and NB 428
Line 30 on the AB428
Line 39 on the PEI and NS 428

Our commentary:

The above request has been implemented in VisualTax in the first release (Jan 31, 2009) and also in the draft version prior to it. In previous years, line 11 was always equal to taxable income, Line 260.

Support of this change is in the Income Tax Act, in particular subsection 118.5(1). It is not really a change, but it seems to be CRA's correct application of the Income Tax Act.

EFILE: seeing what is being transmitted

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

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.

Updates

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

Client Letter: incorrectly changed, now 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

Shared statements or slips: 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.

T3 and T5 slips: entering (husband's, wife's, 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

Bankruptcy: 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.

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.

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.

EFILE: 'Authentication error' or '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.

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

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'.

PREDICTIVE TYPING: incorrect entries when remaining characters automatically populated

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

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

Question/Problem Answer

In the T4A how can I enter a 'Y' to allow me to enter the boxes manually?

Enter code 13 in box 38

Automatic Updates gives Run Time error

The Automatic Update works on the windows XP system.
It will not work on Windows 98. If you have Windows 98 try to upgrade it with your first opportunity (preferable to Win XP) as Win 98 is now an obsolete version with very small support, if any, from Microsoft. The alternative to automatic update is to logon to our web site and download any available update from www.visualtax.com/download.php
If you get a run time error when you use the automatic update, you can try the following:
1. Follow the instructions to download and install Service Pack 6 for Visual Basic 6.0 from
http://www.microsoft.com/downloads/details.aspx?familyid=7b9ba261-7a9c-43e7-9117-f673077ffb3c&displaylang=en
2. Make sure you have the most recent Internet Explorer
Please let us know if you still have problems.

What is 2D Bar Code?

2d Bar Code is a technology that allows tax data to be printed as a two-dimensional bar code.
CRA can then use special equipment to decipher the data from the bar code, therefore avoiding the keying of the tax return and the related KS-summary. CRA is promoting this technology rather hard since there are still many paper filers (not using Efile).
For T1-2004 returns, 2D Bar code is optional.
2D Bar Code was not in our priorities this year and of course it is not included in the Feb 26 update.
We will be looking closer at this pilot project to see if we can reliably offer it for T1 2004 paper filing and we will inform you by EMail.

Rollover 2003 to 2004 page 3 of the 5-year summary does not have any data

In 2003, we increased the yearly summary from 3 years to 5 years.
The 5-year summary was constructed automatically by the program by going automatically to the previous year's folders.
It appears that you may have saved some returns last year without specifying all previous years folders and the 5-year history may be incomplete in some of them. When you open a 2003 return, the 5-year summary shows complete as it is dynamically populated from prior years but it must be saved before the historical data become part of the 2003 tax return.
In the 2004 program the 5-year summary is based exclusively on what was available in 2003 5-year summary after you saved the return.
To ensure that you get the full 5-year summary for all returns in 2004 and also future years we would suggest the following:
1. Run the T1-2003 program and enter all previous years data folders in Configure | Data directories.
2. Click on Utilities | 'Re-calculate and Save All Tax Returns' Step 2, will read all returns one at a time, save them and establish the 5-year tax summary for all returns in 2003.
This historical summary will then be carried forward to 2004 and future years once you Rollover the return or returns from 2003 to 2004.

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

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)

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.

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.

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).

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.

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'

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.

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.

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.

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.

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.

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

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)

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.

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.

How do I EFile it Indian Status?

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.

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.

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.

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

HBP repayment: How do I report it as income?

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

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.

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.

Medical periods: How do I change them?

You can change the periods in the medical expenses form.

Professional fees: Where do I enter it?

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

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.

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

The CRA 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)

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'.

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

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.

How do I navigate forms in VisualTax™?

Click here for the 10 Top Navigation methods in VisualTax

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

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

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.

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'.

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.

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.

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.

How do I print 4 pages into one printing page?

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

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

How do I do Efile with Visual T1?

Using Professional Efile On-line. See Efiling Options

How do I convert data from my current tax software?

Click here

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.

Does Visual T1 do family coupling 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.

Do programs provide on-line help?

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

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.