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Create a query for any values on the T1135 with Client Explorer

SOLVEDby IntuitUpdated 1 year ago

ProFile users can create a query using Client Explorer that will filter for returns with any amounts over 0 on the T1135.

The following field codes correspond to the "Total" boxes for each line on the T1135. Using the field codes, you can create the Query in Client Explorer if any of the following are true:

LineBoxes/Field codes
Funds held outside CanadaT1135[10], T1135[11]
Shares of non-resident corporations (other than foreign affiliates)T1135[12], T1135[3], T1135[14]
Indebtedness owned by non-residentT1135[15], T1135[16], T1135[17]
Interests in non-resident trustsT1135[18], T1135[19], T1135[20], T1135[21]
Real property outside Canada (other than personal use and real estate used in an active business)T1135[22], T1135[23], T1135[24]
Other property outside CanadaT1135[25], T1135[26], T1135[27]
Property held in an account with a Canadian registered securities dealer or a Canadian trust companyT1135[28], T1135[29], T1135[30]
  1. Click the Filter button. The Filter pane displays at the bottom of Client Explorer window.
  2. Select the module and applicable tax year to filter for.
  3. Click the Apply Filters button; the filtered list of returns displays.
  4. Click the Advanced button on the Filter pane. The Advanced Filters window displays.
  5. Click the New button; the Add pane displays.
  6. Select the Any are true radio button.
  7. Click the Add button. The Add Condition window displays.
  8. Enter the individual value into the Field Name field.
  9. Select the value is greater to in the Condition field.
  10. Select the value Number and 0, respectively, in the Compare To fields.
  11. Click the Add button. The value is added to the advanced filters list.
  12. Repeat the process for all necessary query values. Click the OK button when finished.
  13. You will be prompted to save the query. Click the Yes button and enter a name for the query.
  14. Click the Apply Filters button.

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