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Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
Planner - Data Options
This panel allows you to select the data to keep when rolling forward client files to planner files.
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Options |
Import all data entered this year |
Imports all data entered in the client file for the year. If this option is selected, the options Remove patients' names from the medical expenses form, Remove donation beneficiary names and Remove slip issuer names will be disabled. |
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Remove patients' names from the medical expenses form |
Removes patients' names from Form Medical Expenses (Jump Code: MED). |
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Remove donation beneficiary names |
Removes the donation beneficiary names entered in Form Charitable Donations (Jump Code: DONATIONS). |
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Remove slip issuer names |
Removes the names of the issuers of the slips. |
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Sort medical expenses by patients' names |
Sorts the patients' names in Form Medical Expenses (Jump Code: MED) in alphabetical order. |
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Sort donations by beneficiaries' names |
Sorts the donation beneficiary names entered in Form Charitable Donations (Jump Code: DONATIONS) in alphabetical order. |
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Sort slips by issuers' names |
Sorts the slips by issuers' names in alphabetical order. |
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Keep answer to T1135 form (CAN$100,000) |
Keeps the answer to Form T1135, Foreign Income Verification Statement, entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep answer to Elections Canada |
Keeps the answer to the question from Elections Canada entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the "Personalized Id. No." cell |
Keeps the personalized identification number entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the reviewer's name |
Keeps the reviewer's name entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the preparer's name |
Keeps the preparer's name entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the "Assigned to" cell |
Keeps the name entered in the "Assigned to" field of Form Identification (Jump Code: ID). |
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Keep the opening and closing paragraphs |
Rolls forward the content in the opening and closing paragraphs of the Client Letter Worksheet (Jump Code: LW) into the Preparer Profile. |
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Roll forward files not used last year |
Rolls forward client files that were not used last year. |
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Roll forward client files with pre-bankruptcy returns |
Rolls forward client files with pre-bankruptcy returns to make them eligible for filing. |
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Notes and schedules |
Keep the attached schedules |
Keeps the descriptive information found in the attached schedules. |
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Keep notes from client files |
Keeps the notes entered in the client files properties. |
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Keep the notes attached to cells |
Keeps the notes attached to cells. |
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