Personal Taxprep 2018.2

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 - Tax Research

This panel allows you to modify options related to tax reference sources available through a tax research.

Subscription to the Guide fiscal CCH

Displays the information based on your subscription to the Guide fiscal CCH. If you subscribed to the Collection fiscale, please select Collection fiscale. If you did not subscribe to the Collection fiscale, please select Version autonome.

IntelliConnect options

Show InfoConnect

Shows the InfoConnect functionality for fields with tax links. This functionality presents an excerpt of the document available on IntelliConnect and allows you to quickly access the entire document. Note that you must have a valid IntelliConnect account to use the InfoConnect functionality.
When you click the Research button in the toolbar to view the tax link available for a form, InfoConnect will display, whether this option is selected or not.

Log on automatically

Saves the user ID and password required to establish the connection to IntelliConnect automatically.

User ID

Allows you to enter the user ID required to connect to IntelliConnect, and view the publications to which you are subscribed and use the InfoConnect functionality.

The user ID corresponds to the e-mail address provided when you registered for IntelliConnect.

Password

Allows you to enter the password required to connect to IntelliConnect and use the InfoConnectfunctionality.

Forgot password?

Allows you to obtain your password by e-mail. Your user ID is required to obtain your password.