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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. |
Options - File Locations
This panel allows you to select the default folder where the various types of files and templates used by Personal Taxprep are saved. These locations are determined whenPersonal Taxprep is installed, but they can be changed afterwards.
The following table lists the file types whose locations can be modified. It also indicates the file extension used for each type; this can assist you in locating and copying these files to a local installation where desired.
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Files |
Client files |
Client files created using Personal Taxprep. |
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Exported files |
Data files created during export. |
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Templates |
Select a folder (sub-folders will be created for each type of templates) |
Indicates the folder in which a sub-folder will be created for each template. Note: You can choose
to save the templates to another location by clicking Select a folder for each type of templates.
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Xpress filters |
Customized Xpress filters. |
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Form groups |
Group of forms created by the user from the Form Manager. |
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Print formats |
Customized print formats. |
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Letters and labels |
Customized templates for client letters, invoices and labels. |
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Profiles and rate tables |
Data saved in the preparer profiles and the "Planner" rates
table. |
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Filters and diagnostics |
Customized filters and diagnostics created using the Filters and Diagnostics
Wizard. |