Frequently Asked Questions
Insuretax is designed to be easy to use and flexible. However, should any problems occur while installing or using the program the user should read this section and follow these guidelines.
We recommend that each user become familiar with this section, since it may save unnecessary problems from occurring. The solutions recommend in this section are only guidelines. There maybe some solutions that are not outlined in this section because they are more unique and complex, please consult the vendor. The vendor will need to know in detail the actions that were performed. The next section outlines the problem solving steps of frequently asked questions
No. Each new release should be installed in the existing Insuretax directory (creating new directories or moving existing directories will cause you to loose the link to your companies). If it is a new release for the same year then only the program files will be replaced and your data will remain intact. If the new release is for a new filing year then a new icon will be created on your desktop. The Companies you see when you execute the new version will be your old Companies. Do not edit these Companies; they are your prior year returns. To begin a new taxation year a roll forward should be preformed. This will bring any prior year information forward as a starting point for the new taxation year. As always, it is recommended a backup be created prior to beginning any new taxation year.
This message indicates that Insuretax can not view some schedules because of your monitor settings. Using your desktop setting change your monitor settings to 800 X 600 pixels or to 1024 X 768 pixels.
Insuretax is not allowing a negative entry in this field because Revenue Canada or the Provincial specifications (as applicable) have designated this as a positive only field. No amount less than 0 can be accepted.
Select the row you want to delete, hit the control and delete keys simultaneously, you will be prompted to confirm your actions.
- If program generates an error message, do not continue because your data may be lost or become corrupted.
- Document the error message, or print the error message if possible
- Record what steps you performed
- Check the guidelines for proposed solutions, if one does not exist contact InsureTax.
- Use proposed solution to resolve your problems
These errors occur after 75% to 95 % of the program is installed, please follow these steps:
Contact your Information Technology (I/T) department. They must copy the IDAPI file to the 'C' drive.
If the problem is due to the destination drive not being accessed, there maybe an internal security password set-up by your company preventing any new software from being added to your computer.
Contact your I/T department to remove the password, then install the program.
There are two ways to override calculated or linked fields. The first way is to click on the field then press the F4 button, this will activate override mode so you can enter the override amount. After entering the amount tab to the next field. You will see a red line appear at the right hand side of the field to indicate the field has been overridden.
The second way to override an Insuetax calculated or linked value is to double click on the value, enter revised amount then tab to the next field. A red bar will appear on the right hand side of the field to indicate the field has been overridden. Insuretax strongly recommends that overrides be entered on the lowest level field so all links are updated.
To remove override amounts and return to the Insuretax calculated or linked value, click on the field then either, hit F4 or double click on the field. The original value will return and the red line on the right hand side of the field will disappear.
Yes, open Insuretax first so it can get the required resources then open other software as required.
Check the correct OSFI value is loaded. If there is a field with an invalid value, when the OSFI file is loaded the system will prompt the user with a message and set the value to 0.00 for that specific field. The user must, correct the specific field by overriding the 0.00 value with the correct value. It is recommended that the user correct the OSFI file and reload OSFI if there are many fields with 0.00 loaded from OSFI.
Insuretax recommends that all changes be made at the lowest level of detail. This will ensure that the amount flows to all the necessary forms.
Using the Back Up Module create backups of all companies to a LAN directory with sub folders for each tax year. Install Insuretax versions used to file final returns on the new PC. Using the restore feature of the Back Up Module restore Company data from back up. Execute Insuretax to see your companies on Company List. For more detailed information see Changing PC's under the Technical Information section. For step-by-step instructions on Backing up and restoring see Back Up / Restore Section.
If you want to save your current version as a draft/provision copy and continue working on it, use the Save As button at the Main menu. This will allow you the give Company a file name which is different from the Company name and keep both versions. For detailed information see the Getting Started item in the Prepare your Basic Return Category under the Hints tab.