VisualTax™ - T2 FAQ & Troubleshooting Tips

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

Any improvements or problems resolved after the first release of the program in February each year is addressed via a single, cumulative update since the first release.

How do I get the most recent update of the VisualTax™ products?

Often we maintain a 'WIP' page that we post small revisions (or cosmetic changes) of less impact on your service. If you want to download such updates, enter and download the very last update we have prepared. Periodically, we post these small changes as a normal release version in the Download page.

T2 questions


(additional material is available in the T2 Forum)



March 5, 2015

How to Amend an already Efiled T2 return

T183CP form:  Right Click on the form and select Clear Current Form. This removes the Confirmation number.

Save the return: In the Save As window set the status to  ‘Ready for Efile’ .

Enter Y in the Amend indicator on Page 1 of the T2 jacket (upper right-hand corner), describe the reason in the AMEND form and Efile it.

Jan 15, 2015

Cannot Efile with message:

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


- System error with a bunch of numbers

Vista and XP machines are not any longer suitable for Efiling due to changes in the security protocols.

Otherwise check the folllowing, one by one:

a. Ensure your Efiler Number and Password are correct

b. Your Firewall may be blocking your connection (Either 'disable' the firewall or configure it to allow the program T22015.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:

Apr 17, 2014

Cannot Efile T2's any more...

This happens after CRA restored the Efile Service following the heartbleed shutdown last week.

CRA is working on it.

Until the problem is identified and resolved, the CRA help desk will help you with the status of the submission.

The good ones go through and you will receive confirmation but your submissions that may have an error will not generate any respose back to you. In effect, you will not know the status of your transmission.

CRA informed us that the error has been found and they will fix it on May 8, 2014.

Opening Balance Sheet

Why do I need it? There is nothing to report.

CRA requires the Opening Balance sheet on newly incorporated companies. In this case, you need to complete the Opening Balance sheet in addition to the Closing Balance Sheet (See option in the GIFI Balance Sheet, left-upper-hand corner). Normally there are no 'operational' transactions of Revenue or Expenses in the opening balance sheet.

As a minimum, in the Opening Balance Sheet you can enter the value of the Common Shares and the same amount in Cash or Cash In Banks.

EFILE Error:

Floating Point division by zero

The latest version of Internet Explorer (IE 10 or some combination of your Windows version and your Internet Explorer) in your machine appears to cause this problem with Efiling and it generates the 'Floating point division by zero' error. The return however may have been successfully Efiled despite the error. Check with CRA.

You must get the latest update for either T2-2012 or T2-2013 (see Downloads page of our website).

This problem has been addressed retro-actively for T2-2012 and T2-2013 programs via their updates, but not for T2 tax programs prior to 2012. So, where feasible, use the T2-2012 or T2-2013 programs to Open, Calculate and Efile the return, provided these programs support the fiscal periods of your return. Otherwise you may need to use an older windows machine.

Fiscal periods supported by the T2 programs:
T2-2013: Jan 1, 2011 to Dec 31, 2013

T2-2012: Jan 1, 2010 to Dec 31, 2012

The following programs and prior years may give you 'Floating' error in some machines, so either use the above programs, where feasible, or paper file the return.

T2-2011: Jan 1, 2009 to Dec 31, 2011

T2-2010: Jan 1, 2008 to Dec 31, 2010

T2-2009: Jan 1, 2007 to Dec 31, 2009

Invalid Date Format error message

(coming up all the time when running the program)

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

Win 7 machines: (as in Vista) or On the Search box enter Short Date Format and once the window comes up, enter MM/dd/yyyy on the short date format and click Apply

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

Client letters for T2-2011 are not interpreting well. How do I fix them?


Download the updated Client letters from the Downloads page. See the T2-2012 section: Last update section.


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) from the lap top data directory into the data directory of the main machine.

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 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.

Open vs Rollover

I have in progress a few 2002 year ends rolled over from Profile 2001 T2. They reside in a data directory C:\data\T2-2003 .. I have also entered a lot of information, mostly the GIFI. It will be a pain to recreate it in T2-2004 .. but, I can.

Is there a way to roll it over from partially completed T2-2003 program to T2-2004 program? If I try to go in T2-2004 and rollover the dec/31/2002 T2 partially prepared in T2-2003, it rolls over the year end to dec/31/2003.


Use the 'Open' return function and change the data directory in the 'Client Book' screen to be the 2001 or any other VT data directory. When you 'Save as' either put it back where it came from or you can change it to your most recent data directory (in effect copying the return to your most recent directory).

For a Tax Return in the VisalTax format you can use either 'Open' or

The Open function reads the return, regardless of year end. If the data is too old in format, the program will give warnings that it cannot read the data properly and prompt you to inspect certain forms. By default when it saves the data it will save it back to the data directory where it came from, This can be changed during 'Save as' to a directory you like such as C:\T2-2003. In the latter case this amounts to Copying a tax return from one data directory to the other.

The Rollover function is like the Open but it only keeps the carry forward amounts and increases the fiscal periods by one. In the 'Save as..' screen the default is the Current directory, not the original directory where it came from. But it can be changed.

Always keep in mind that directory names are meaningless as you can have multiple years in the same data directory. i.e. 2002, 2003 and 2004 year ends can all be in the same data directory (data base) for the same corporation.

How to I carry forward from the previous year?

Close all returns. Then under file click on "Carry forward a return to the following year". The program presents returns for both years.

What is RSI

Return and Schedule Information. It has replaced the pre-GIFI keypunch summary. It must be printed and submitted to CCRA with every return. Submission of the normal facsimile forms is optional.  

How can I print the GIFI statement?

There is no CCRA form as such. The GIFI info is submitted as part of the RSI.

The report provided by the program during GIFI preparation is for your own use only.

How do I include the Client's First Name in the Client Letter?

a. Add a new keyword

Click on Configure | Data Dictionary Then click on the + button (to add a new keyword). Then enter the following on the empty line created:

(Field) Name             FormNm     Elm

^Client_SignFirstNm PAGE_8        43

Then click on the Save button

b. Change the client letter

Click on Configure | Client letter design. Double click on the Cover1 letter. Change the Attention line to read as follows: Attention:   ^Client_SignFirstNm  ^Client_SignOfficer

Save the letter (you may want to validate it and preview it also)